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!

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.

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)

Age Well, Plan Well

May 3, 2014
11am to 1:30pm
Administration Building
Sunnyvale, CA

This year Star One is offering two workshops on Saturday, May 3, 2014. The first workshop to be held in the morning is about Identity Theft Prevention, and is followed in the afternoon with a seminar on Planning Ahead. An Estate Planning Specialist will be available at the seminar to discuss the benefits of Living Trusts, Pay on Death Accounts, and the pros and cons of a Power of Attorney. Star One's Beneficiary Retiree Services team will be on hand to answer questions regarding how the Credit Union can help you with Estate Planning needs. Please join us for these valuable workshops. Contact us to register.

First Time Home Buyer

May 14, 2014
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA
May 15, 2014
6pm - 7:30pm
Blossom Hill Branch
San Jose, CA

For many, owning a home is a dream and most important financial goal. The preparation for homeownership begins long before the purchase actually takes place. This workshop covers pre-purchase issues such as budgeting, determining how much house is affordable, saving for the down payment and other costs, credit reports, and debt-to-income ratios, as well as the mortgage lending process. Contact us to register.

Drive Away Happy

June 25, 2014
5:30pm - 7pm
Administration Building
Sunnyvale, CA
June 26, 2014
6pm - 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. Contact us to register.

Online Banking, Mobile Banking, and Bill Pay

August 13, 2014
5:30pm - 7pm
Administration Building
Sunnyvale, CA

Online Banking: This workshop covers everything from Login Security considerations, Setting up Banking Alerts, How to set up Electronic Statements, and much more.

Bill Pay: You will learn how easy it is to use Bill Pay, How to register for the service, Setting up billers, scheduling payments, and using "e-bills".

Mobile Banking: Covers everything you need to know to take full advantage of Star One's Mobile Banking suite of products and services, including: How to register for Mobile Banking, The differences between our browser ("WAP"), application (downloadable 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.apps"), and text messaging versions ("SMS"), the security measures we take to protect you while using these services, best practices when using the mobile channel, and future functionality. Contact us to register.

First Time Home Buyer

September 17, 2014
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA
September 18, 2014
6pm - 7:30pm
Stevens Creek Branch
San Jose, CA

For many, owning a home is a dream and most important financial goal. The preparation for homeownership begins long before the purchase actually takes place. This workshop covers pre-purchase issues such as budgeting, determining how much house is affordable, saving for the down payment and other costs, credit reports, and debt-to-income ratios, as well as the mortgage lending process. Contact us to register.

Planning Ahead Is Key!

October 8, 2014
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA
October 9, 2014
6:00pm - 7:30pm
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 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.

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