Star One Credit Union
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Educational Workshops

Let us help you navigate the sometimes-difficult decisions associated with managing and building a strong financial base of knowledge!

Balance Financial Fitness Program & BalanceTrack

Are your finances in Balance?

Star One pays an annual fee to provide members with no-cost access to the Balance Financial Program.

The Balance Financial Fitness Program and BalanceTrack provide a comprehensive array of financial education, tools and counseling.

Learn more about the Balance Financial Program or call a counselor at (888) 456-2227:
Monday - Thursday, 5:00 am to 8:00 pm
Friday, 5:00 am to 5:00 pm
Saturday, 8:00 am to 5:00 pm (PST)

Star One sponsors many types of workshops throughout the year from financial success and budgeting to planning for college and retirement. The workshops are free to members and non-members. Registration is required: contact us to register.

Solving the Mystery of Credit Reporting

February 24, 2016
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

Credit reports and credit scores, as well as the rights and responsibilities that accompany them, are a concern to many consumers. This workshop provides an overview of credit bureaus, credit scoring and the Fair Credit Reporting Act as well as specific guidance on disputing inaccuracies, improving credit score and dealing with identity theft and fraud.

Contact us to register.

Teens and Money

March 9, 2016
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

This workshop covers everything teenagers and young adults need to know in order to create a successful, enjoyable, financial future. Participants will learn how to manage their money effectively, prepare for common upcoming bills, open checking and saving accounts, establish credit (and use it wisely), and build wealth through long-term investments.

Contact us to register.

Moving your Retirement Dollars – IRAs & 401(k)s

March 16, 2016
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

In this workshop, we will explore the most important transitions from Rollover Options to IRA Plan programs and their effective use. Learn how to plan for a transition, potential pitfalls that await the unwary participant, navigate through the maze of options and opportunities, and how to keep options open without creating tax traps. We will discuss options and learn what to expect whether you are changing jobs, retiring soon or planning ahead.

Topics to be covered:

  • What your options are when you decide to retire or change jobs and what decisions you’ll need to make
  • Distributions and avoid paying tax penalties before age 59 ½
  • Avoid the pitfalls such as the regulatory change on IRA Rollovers
  • How to shelter employer plan distributions with an IRA

Contact us to register.

Retirement Planning & IRAs

April 6, 2016
5:30pm - 7:15pm
Administration Building
Sunnyvale, CA

To ensure a comfortable retirement, it is important to take the proper steps during the working years. Participants in this workshop will learn how to harness the power of time, how investments can be used to reach long-term goals, and how inflation and taxes will impact their retirement dollars. We’ll also cover the value of utilizing IRAs, understanding how they work and tapping into the added benefits you can achieve through IRAs to assist you in reaching your retirement goals.

Contact us to register.

Identity Theft Solutions & Social Engineering

April 20, 2016
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA
April 21, 2016
6:00pm - 7:30pm
Blossom Hill branch
San Jose, CA

This workshop provides an overview of common identity theft practices, tools for preventing identity theft, and a checklist for identity theft victims. Also presented will be aspects of current social engineering schemes and preventative measures against such attacks, including how Star One Credit Union utilizes a layered security approach to protect our Online Banking membership.

Contact us to register.

Age Well, Plan Well

April 27, 2016
6:00pm - 8:00pm
Blossom Hill branch
San Jose, CA

Planning for your family’s future is an important step in taking care of the people that you love. Star One is hosting a workshop to provide members and their family members an opportunity to learn the first steps of estate planning and other helpful ways to prepare for future needs. Special Guest Speaker Panel to include: Nancy Williamson, Estate Planning Attorney at Law, Terry Nellis, Neptune Society and Linda Conti, Pathways. Star One’s Beneficiary Retiree Services Department team will be on hand to answer questions regarding how Star One Credit Union can help. Please plan to join us for this valuable workshop.

Contact us to register.

How to Prepare, Pay and Stay in College & Financial Literacy for Recent

May 4, 2016
5:30pm - 6:45pm: How to Prepare, Pay and Stay in College
6:50pm - 8:00pm: Financial Literacy for the Recent Graduate
Administration Building
Sunnyvale, CA

In this workshop, we will explore the value of learning all options to prepare and finance your college career. You will discover the need to prepare for college while still in high school. The workshop will suggest tools to find the right college for you and your budget. We will also cover how to find, qualify, and apply for financial aid and scholarships.

Graduating from college with student debt can seem overwhelming, but if you set up a successful loan repayment plan, graduation will be a joyous time. In this workshop, we will cover the need to create a budget, be realistic about needs versus wants, and first steps after you walk across the stage at graduation. We will also cover different aspects of your current student loans and student consolidations loan options.

Contact us to register.

Drive Away Happy

May 11, 2016
6:00pm - 7:30pm
Blossom Hill branch
San Jose, CA

New vs. used. Buy vs. lease. Zero percent financing vs. rebate. With so many choices available, buying a new car can be difficult and stressful. Participants will learn how to make the best car shopping and financing decisions. And, Star One’s own Personal Auto Shopper will explain how easy it is to use this complimentary service to help find and negotiate a great deal on the perfect car for you.

Contact us to register.

Home Buying

May 18, 2016
5:00pm - 8:00pm
Administration Building
Sunnyvale, CA
May 19, 2016
6:00pm - 8:00pm
Blossom Hill branch
San Jose, CA

If you are planning to buy your first home or are experienced in home buying and looking for tips, this is the event for you to attend. A real estate agent, appraiser, home inspector and title insurance company representative will all be available to provide tips and answer questions.

Contact us to register.

Solving the Mystery of Credit Reporting

June 8, 2016
6:00pm - 7:30pm
Blossom Hill branch
San Jose, CA

Credit reports and credit scores, as well as the rights and responsibilities that accompany them, are a concern to many consumers. This workshop provides an overview of credit bureaus, credit scoring and the Fair Credit Reporting Act as well as specific guidance on disputing inaccuracies, improving credit score and dealing with identity theft and fraud.

Contact us to register.

Drive Away Happy

July 13, 2016
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

New vs. used. Buy vs. lease. Zero percent financing vs. rebate. With so many choices available, buying a new car can be difficult and stressful. Participants will learn how to make the best car shopping and financing decisions. And, Star One’s own Personal Auto Shopper will explain how easy it is to use this complimentary service to help find and negotiate a great deal on the perfect car for you.

Contact us to register.

Online Banking & Mobile Banking

July 20, 2016
6:00pm - 7:30pm
Blossom Hill branch
San Jose, CA

This workshop covers everything from Login Security considerations, to setting up Alerts, Electronic Statements, using Bill Pay and much more. Learn everything you need to know to take full advantage of Star One’s Mobile Banking including: How to register for Mobile Banking, its features and functionality, the security measures we take to protect you while using these services, Mobile Deposit, and future functionality.

Contact us to register.

Home Buying

August 10, 2016
6:00pm - 8:00pm
Stevens Creek branch
San Jose, CA

If you are planning to buy your first home or are experienced in home buying and looking for tips, this is the event for you to attend. A real estate agent, appraiser, home inspector and title insurance company representative will all be available to provide tips and answer questions.

Contact us to register.

Using Credit Cards Wisely

August 24, 2016
5:30pm - 7:30pm
Administration Building
Sunnyvale, CA

This workshop will help you manage and use credit effectively and avoid common pitfalls that can affect your ability to repay debt and/or adversely affect your credit. Key concepts in this workshop include: why using credit wisely matters, using credit to achieve financial goals, types of credit cards, how to compare credit card offers, how much debt is okay, warning signs of credit trouble, and ways out of a credit crisis.

Contact us to register.

Age Well, Plan Well

September 14, 2016
5:30pm - 7:30pm
Administration Building
Sunnyvale, CA

Planning for your family’s future is an important step in taking care of the people that you love. Star One is hosting a workshop to provide members and their family members an opportunity to learn the first steps of estate planning and other helpful ways to prepare for future needs. Special Guest Speaker Panel to include: Nancy Williamson, Estate Planning Attorney at Law, Terry Nellis, Neptune Society and Linda Conti, Pathways. Star One’s Beneficiary Retiree Services Department team will be on hand to answer questions regarding how Star One Credit Union can help. Please plan to join us for this valuable workshop.

Contact us to register.

Moving your Retirement Dollars – IRAs & 401(k)s

October 5, 2016
6:00pm - 7:30pm
Blossom Hill branch
San Jose, CA

In this workshop, we will explore the most important transitions from Rollover Options to IRA Plan programs and their effective use. Learn how to plan for a transition, potential pitfalls that await the unwary participant, navigate through the maze of options and opportunities, and how to keep options open without creating tax traps. We will discuss options and learn what to expect whether you are changing jobs, retiring soon or planning ahead.

Topics to be covered:

  • What your options are when you decide to retire or change jobs and what decisions you’ll need to make
  • Distributions and avoid paying tax penalties before age 59 ½
  • Avoid the pitfalls such as the regulatory change on IRA Rollovers
  • How to shelter employer plan distributions with an IRA

Contact us to register.

How to Prepare, Pay and Stay in College & Financial Literacy for Recent

October 12, 2016
6:00pm - 7:15pm: How to Prepare, Pay and Stay in College
7:20pm - 8:30pm: Financial Literacy for the Recent Graduate
Blossom Hill branch
San Jose, CA

In this workshop, we will explore the value of learning all options to prepare and finance your college career. You will discover the need to prepare for college while still in high school. The workshop will suggest tools to find the right college for you and your budget. We will also cover how to find, qualify, and apply for financial aid and scholarships.

Graduating from college with student debt can seem overwhelming, but if you set up a successful loan repayment plan, graduation will be a joyous time. In this workshop, we will cover the need to create a budget, be realistic about needs versus wants, and first steps after you walk across the stage at graduation. We will also cover different aspects of your current student loans and student consolidations loan options.

Contact us to register.

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