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Get complete control over your finances with the help of workshops that teach you easy money management skills to better your life.

It doesn't take an accountant to make sense of your day-to-day finances—just accurate information in a format you can understand. Pelican State Credit Union provides free Financial Wellness Workshops to help you master the ins and outs of your money.

Learn how to budget, bring home interest, even improve your credit score—all at no cost to you.


Check out our most recent virtual workshop "New Year, Smart Plan": 
 
Learn how to establish a realistic budget, set financial goals, and start preparing now for tax season in the new year during our virtual workshop. Now is the perfect time to create a smart plan for taking control of your finances for the new year!
 

Click the "Virtual Workshops" drop-down below for even more free workshops like this!

Click here to find an upcoming workshop near you!

Our experienced Nationally Certified Credit Counselors host these workshops for our partners, in schools, and throughout the community.

  • It's a completely FREE way to improve your financial health—available to members and non-members.
  • Gain knowledge about financial decision making, which can save you time, money and stress.
  • Learn to improve your credit score, which can in turn get you better loan rates.
  • Interactive workshops give you real-time answers to all of your financial questions.
  • Employees worry about their finances. Your employees will gain knowledge about financial decision making, which can save time, money and stress. A financially healthy employee will be more productive, which saves the employer money!
  • We do all the work! Pelican staff members will set up a workshop at your convenience and take care of everything.
  • It's FREE! This is a public service Pelican is providing for the community.

Presentation Topics:

Contact Financial Outreach for more information, to request a speaker, or to host a Financial Wellness Workshop!

Preparing for the Holidays & Giving Responsibly

During a season centered around giving back to the ones you love, you can easily fall into the trap of overspending. Learn how to make a holiday spending plan you can stick to and take the stress out of the holidays from Pelican's Nationally Certified Credit Counselor Faith Jones!

Credit Score Breakdown

Pelican's Nationally Certified Credit Counselor Rhoda Hundley breaks down credit reports and scores and debunks common credit myths! Learn about the credit resources available to you and why it's important to take the steps to improve your credit score for your financial success.

Managing Your Money During a Disaster

Pelican's Financial Outreach team shares their smart money management tips to help you navigate the financial challenges that can occur when a natural disaster strikes! Learn about the resources available to you and what to include in your disaster preparedness kit, while hearing live answers to your questions about budgeting for a disaster.

Owning the Homebuying Process

Pelican's Financial Outreach Supervisor Melanie Henderson, Pelican Credit Counselor Lynn Gobert, Pelican Mortgage Originator Destiny Voth, and local realtor Liz Burns answer your questions about how to be confident and informed during the homebuying process!

Summer Budgeting - Vacations, Camps, and Programming

Pelican's Financial Outreach Supervisor Melanie Henderson, Pelican Credit Counselor Lisa Fuller, and Takara Abuwi with Boys & Girls Club of Metro Louisiana answer your questions about how to budget for the summer and discuss upcoming summer camps!

How to Talk to Your Children About Finances

Pelican's Financial Outreach Supervisor Melanie Henderson and AVP of Financial Outreach Jessica Sharon answer your questions about how to talk to your children about the importance of finances and provide you with youth financial wellness tips!

Owning the Homebuying Process

Pelican's Financial Outreach Supervisor Melanie Henderson, Pelican Credit Counselor Nanette Diaz, Pelican Mortgage Originator Chris Neal, and local realtor and broker Kristen Stanley answer your questions about the homebuying process and how to be an informed, prepared homebuyer!

How to Make the Most of Your Tax Return

Pelican AVP of Financial Outreach Jessica Sharon, Credit Counselors Kimberly Gaines and Lisa Fuller, and Delores Hurst, Director of Community Impact & Income Stability from Capital Area United Way, answer your questions about the 2021 tax season and how to make the most of your return this year.

How to Budget for the New Year

Pelican AVP of Financial Outreach Jessica Sharon and our Credit Counselors Nanette Diaz and Lisa Fuller answers questions about how to budget for a prosperous new year from attendees on Zoom and Facebook Live

Credit Score Breakdown:

Pelican Credit Counselor Kimberly Gaines breaks down credit reports, credit scores, and more in this free, virtual workshop.

Virtual #AskPelican Q&A: 

Pelican AVP of Financial Outreach Jessica Sharon and Credit Counselors Nannette Diaz and Lynn Gobert answer financial questions from attendees on Zoom and Facebook Live.

Virtual Household Budgeting Made Easy: 

Pelican Credit Counselor Lisa Fuller teaches why a budget is important, how to create a budget that you can stick to, and how to set realistic financial goals.

 

Virtual Homebuying Panel

Pelican AVP of Financial Outreach Jessica Sharon, Mortgage Originator Destiny Voth, and local realtor Kristen Stanley answered your questions about the homebuying process from attendees on Zoom and Facebook Live.