Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652...

Orientation

LORI IRWIN, CFP®, MBAFINANCIAL EMPOWERMENT COORDINATOR

Contact:

Phone: 757-943-9652

Email: bankonhr@gmail.com

Welcome

Bank On Benefits

• Strengthen your finances

• Develop solid relationships with trusted financial partners.

• Relationships build opportunity for you.

• Coaches = see list of participating financial institutions

Bank On Components

• Once per month classes

• Calendar of all classes can be found at Bank On Blog

• http://bankonvb.blogspot.com

• Homework assignments help you complete your financial fitness plan

• Classes are fun and interactive so don’t be shy about bringing your questions

Bank On Components

• Coaching

• Financial Institutions offer coaches

• You must proactively schedule time with your coach.

• This is your champion to help you build a stronger financial foundation

• Products:

• Participating financial institutions offer low cost and second chance products

Finding your Coach

• Each financial institution offers specific branches to find coaching

• Some financial institutions offer coaching for non-clients

• Some churches are offering faith based coaching

• Some volunteers are offering coaching outside of work hours

• You must contact your coach

• Flyers for Community programs available at sign-in table

• Programs address special interests

• Homeownership

• Other Educational Classes

• Foreclosure Prevention

• Job Opportunity

• Special Products offered by our Partners

Community Programs

• Sign-in for each class

• Instructor signs Passport for completion of class

• If you need to attend another class, contact bankonhr@gmail.com or 757-943-9652

• Complete Homework Assignments

• Reach out to your coach

Class Guidelines

Tell Us About

You

http://bankonvb.blogspot.com Survey is on homepage/right column

My Future

Mayor’s Action Challenge

Financial Fitness Challenge

1. Improve income opportunity

2. Improve savings

3. Reduce debt

4. Improve Credit Score

5. Build Assets for future

6. Improve Financial Knowledge

• Get Your Annual Credit Report www.annualcreditreport.com

• Complete Starting Position in your Passport on pages 13-14

• Join Virginia Saves www.virginiasaves.org

• Complete MY Future

• Visit Blog www.bankonhamptonroads.com

• Read Homework Notes/Income Resource Guide

• Reconcile Bank Statement

• Schedule Appointment with coach

Homework

To complete this class:

Give us a call!757-943-9652

Or emailBankonhr@gmail.com

We will complete registration and verify that the survey has been completed.