Florida Blue and Community First*
present their moveUP Financial Wellness Series

Join us at Florida Blue for an exclusive interactive seminar + Get a free meal on us!

Join us as we continue our VIP interactive seminars focused on helping you moveUP and empower yourself. During this exciting, fast-paced complimentary seminar, we’ll help you determine what retirement means to you, when you could plan to retire, and how long your retirement will last. As part of our moveUP Financial Wellness Program, we’ve partnered with Florida Blue to host these fun seminars at their conveniently located community centers. The best part is, we’ll provide a meal at every seminar, and everyone who attends gets a special moveUP gift on us!**

Event Benefits

  • Learn the pros and cons of early and delayed retirement
  • Understand how retirement income impacts your plan and how much you'll need
  • Learn the different options for your personal savings and investments
  • Enjoy a complimentary meal
  • Receive a special moveUP gift as a thank you for attending
  • And much more!

Dates & Locations

Here are the events happening in October. Choose the date, time, and location that is most convenient for you and RSVP today!

St. Johns Town Center 
October 8: 12:00 p.m. – 1:00 p.m.
Lunch & Learn
Topic: The Basics of Retirement and Investing
RSVP

Winston YMCA
October 17: 12:00 p.m. – 1:00 p.m.
Lunch & Learn
Topic: The Basics of Retirement and Investing
RSVP

River City Marketplace
October 22: 9:00 a.m. – 10:00 a.m.
Breakfast & Learn
Topic: The Basics of Retirement and Investing
RSVP

***Investments offered through CUSO Financial Services, L.P., CFS Member FINRA/SIPC

Previous Dates and Workshop Topics

Did you miss one of our previous seminars? No worries! We'll be sure to post a recap video from each of our previous workshops.

  • April: Budgeting 

Video coming soon!

  • May: Pathway to Homeownership, Part 1

  • June: Pathway to Homeownership, Part 2
  • July: Credit 101
  • August: Stop. Think Save.
  • September: Three Strategies to Get Out of Debt 

Video coming soon!

*Federally Insured by NCUA. An initial deposit of $5 to be held in your Community First Share account is required for membership. Membership is open to anyone who lives or works in Baker, Clay, Duval, Flagler, Nassau, Putnam, or St. Johns counties. **No purchase necessary. While supplies last, onsite during event only. ***Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.