Workplace Education
Financial stress impacts your employees while at work. Let the experts at MSGCU help reduce it with financial literacy presentations, tailored to your organization’s needs.
Education in the right place. Yours.
Finances are the top cause of employee stress, even above job, health, and relationship stress combined. When it comes to personal finances, almost 9 in 10 employees want help.
We believe education plays a vital role in your employees’ future success. That’s why we’re dedicated to improving financial well-being, and helping you and your team access valuable products, services, and exclusive resources. Financial wellness education can:
- Improve an individual’s decision-making capabilities and increase confidence.
- Increase participation in employee programs to improve compensation throughout their tenure at work.
- Reduce financial stress and insecurity among employees, improving focus and productivity while on the job.
Flexible Timing
Sessions can fit into any schedule whether it’s a full hour or a series of shorter checkpoints to showcase a variety of topics.
In-Person or Virtual Learning
Presentations can be shared in-person at your location or via virtual learning environments including Zoom, GoToMeeting, and Microsoft Teams.
Customizable Topics
Choose from a variety of financial wellness presentations covering personal finance, credit, saving, spending, and personal development.
2021 PwC Employee Financial Wellness Survey
MSGCU can bring any of the following financial wellness topics to your workplace:
Credit
- Credit: Facts & Myths: The world of credit scores, credit reports, & credit bureaus can be confusing. Learn the facts so you can make informed decisions.
- Boosting Your Credit Score: Learn how credit scores are calculated and how to use a credit report as a financial tool. Helpful tips are provided for monitoring and improving your credit score.
- Checking Your Credit Report: Learn all about credit reports, including how to check your credit report, understanding the report, and how to address any inaccuracies.
Saving
- Deposits and Savings: Learn different ways to save for future costs to help find one that fits your family. Discover current trends that effect those who are trying to save for their future.
- Pay Yourself First: Learn simple and effective strategies to help prioritize and reach your savings goals.
- Emergency Savings: Emergency savings are a key to building financial security. Learn strategies to lower stress by being better prepared for unexpected expenses.
Spending
- Psychology of Spending: Use psychology to build a budget you can stick with. Learn how to set and prioritize goals.
- Comparing Credit Cards: Learn what to look for when selecting a card, pitfalls to avoid, and the impact of making minimum payments.
- Debt Management: Learn about the different types of debt, benefits and costs of credit, and resources available to help reduce or manage debt responsibly.
- Homebuying Myths: Bust the myths and learn the facts for successful home buying including budgeting, pre-qualification, inspection, and other valuable tips.
Personal Finance
- Raising a Financially Literate Family: From allowance guidelines to first credit cards, learn ways to incorporate financial education early in a child’s life to help them make smart money choices.
- Growing Your Money Locally: Learn how some small changes in how you save and spend your money can better your community and the environment.
- Homebuyers: Learn about the entire homebuying process including budgeting, prequalification, inspection and closing. Mortgage loan options for first-time buyers and those reentering the market or refinancing will also be covered.
- Credit Union Benefits: Learn how banks and credit unions are similar and different. Products and services and well as values and motivations are explored.
- Spotting Scams: Learn about fraud attempts and tactics used by scammers so you can recognize the red flags and keep your personal information safe.
Professional Development
- Financial Success Strategies: Ensure you are utilizing all of the benefits offered where you work. Strategies can be tailored for educators, school employees, police, or fire departments.
Dr. Margie Baldwin — Business Development and Community Relations Manager |
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Margie received a Bachelor's degree in Communications from Wayne State University. She also holds a Master's in Communications from Wheaton College, a Master's in Educational Leadership from Saginaw Valley State University, a Master's in Advanced Leadership Studies from Indiana Wesleyan and obtained her doctorate (Ed.D.) from Indiana Wesleyan in Organizational Leadership. She has over 20 years of teaching and educational experience. As one of MSGCU’s certified financial counselors, she is passionate about helping people understand their finances and be wise financial stewards so they are in control of spending, saving, investing, and giving. |
Gretchen Champa — Community Relations Specialist |
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Gretchen brings nearly 28 years of dedicated experience as a Michigan Certified Mathematics Teacher, specializing in grades 8-12. Her passion for education is rooted in a strong academic foundation, holding a Bachelor’s Degree in Mathematics and a Master’s Degree in Educational Leadership. She is committed to empowering individuals of all ages, from young adults to seniors, through financial literacy education. |
Kyle Martin — Community Relations Specialist |
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Kyle has more than a decade of earned experience in facilitation, teaching, and curriculum development throughout his career working in higher education. Kyle received his B.B.A. in Business Management and a M.Ed. in Higher Education Leadership, and taught college courses as a Doctoral Fellow. He loves to help individuals feel confident in their financial decision making and help to create a financially literate community. |
Shannon McIntosh — Consumer Education Specialist |
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Since joining MSGCU in 2012, Shannon has taught financial literacy education to countless classrooms, member workshops, and community groups. Plus, she has more than 20 years of experience teaching and presenting to groups. Shannon received a Bachelor’s degree in English Literature and Liberal Arts from Cornell College in Mount Vernon, Iowa, and a Master of Arts in English Literature and Linguistics from Central Michigan University in Mount Pleasant. Prior to MSGCU, she was an Adjunct Professor of English at Macomb Community College in Clinton Township. |
Jolene Plotzke — Community Relations Specialist |
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Jolene has 26 years of experience teaching pre-K to adults in Michigan public schools and is fluent in providing personal financial education to schools, libraries, community organizations, and more. Jolene has many accolades decorating her career in education as a teacher and as a scholar, but helping others is certainly her superpower. |
Let MSGCU bring education to your workplace.
MSGCU can bring all types of financial workshops right to your place of business. Please use the form below to request MSGCU's experts to customize a program to your staff's unique needs.
FINANCIAL EDUCATION Interest Form
Your employer is working with Michigan Schools and Government Credit Union to bring customized financial education to your workplace. The team of financial educators at MSGCU can tailor the presentation to your specific interests, so please let us know what you'd like to learn about.
Introductory Presentation Request
Michigan Schools and Government Credit Union would be happy to talk more with you about your workplace's financial education needs. Use the form below to request a conversation.
