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.

Home Buying Mixer & Workshop

August 12, 2015
5pm - 8pm
Administration Building
Sunnyvale, 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 Solutions

September 23, 2015
5:30pm - 7pm
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

October 7, 2015
5:30pm - 7pm
Administration Building
Sunnyvale, CA
October 8, 2015
6:00pm - 7:30pm
Stevens Creek Branch
Sunnyvale, CA

Planning for your family's future is an important step in taking care of the people that you love. Star One is providing a Planning Ahead workshop to help Star One Members and their direct family members with the beginning steps of Estate Planning. An Estate Planning Specialist will be here to discuss the benefits of Living Trusts, Pay on Death Accounts, and the pros and cons of a Power of Attorney. Star One Credit Union's Beneficiary Retiree Services team will be on hand to answer questions regarding how Star One Credit Union can help you with your Estate Planning needs. Please join us for this valuable workshop. Contact us to register.

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

October 21, 2015
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.

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