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)

How to Prepare, Pay and Stay in College

January 28, 2015
5:30pm - 7:30pm
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. Contact us to register.

Financial Literacy for Recent Graduates

January 29, 2015
5:30pm - 7:30pm
Administration Building
Sunnyvale, CA

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 vs. 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.

Finances for New Families

February 11, 2015
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

Adding a child or a spouse to your family is wonderful, but it can also mean a bevy of new financial decisions to make. This presentation is designed as preventative medicine for the just-married or the new parents to avoid short- or long-term financial problems. By creating a sound plan for their money now, they can help create a brighter money future for their family. Contact us to register.

Top 10 Reasons to Open an IRA

March 18, 2015
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

Explore with us the top 10 reasons to open an Individual Retirement plan and learn how to use IRAs in conjunction with an employer plan. We will also cover how to protect employer plan assets using IRAs. You’ll find this workshop beneficial if you wish to maximize your retirement pool of assets, are looking towards retirement or are considering changing careers.

Some of the reasons to open an IRA:

  • Maximize key differences associated with Individual Retirement plans
  • Use an IRA with your employer plan to increase retirement dollars
  • Utilize an IRA to protect employer plan assets
  • Take advantage of the federal government’s IRA savings incentives

Contact us to register.

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

March 19, 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.

Identity Theft Solutions & Social Engineering

April 22, 2015
5:30pm - 7pm
Administration Building
Sunnyvale, CA
April 23, 2015
6pm - 7:30pm
Stevens Creek Branch
San Jose, CA

Identity Theft: This workshop provides an overview of common identity theft practices, tools for preventing identity theft, and a checklist for identity theft victims.

Social Engineering: This presentation will cover aspects of current social engineering schemes and preventative measures against such attacks, as well as 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 25, 2015
11am - 2pm
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 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.

Contact us to register.

Home Buying: Part 1 (First-Time Home Buyer)

May 13, 2015
6pm - 8pm
Stevens Creek Branch
San Jose, CA

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

Home Buying: Part 2 (Homeowners Looking for Options)

May 14, 2015
6pm - 8pm
Stevens Creek Branch
San Jose, CA

If you are experienced in home buying and looking for tips, this is the event for you to attend. A real estate agent, appraiser, and title insurance company representative will all be available to provide tips and answer questions. Contact us to register.

How to Prepare, Pay and Stay in College

May 20, 2015
5:30pm - 7:30pm
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. Contact us to register.

Financial Literacy for Recent Graduates

May 21, 2015
5:30pm - 7:30pm
Administration Building
Sunnyvale, CA

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 vs. 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

June 17, 2015
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA
June 18, 2015
6:00pm - 7:30pm
Stevens Creek 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.

Online Banking and Mobile Banking

July 15, 2015
5:30pm - 7:00pm
Administration Building
Sunnyvale, CA

Online Banking: This workshop covers everything from Login Security considerations, to setting up Alerts, Electronic Statements, using Bill Pay and much more.

Mobile Banking: Covers 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 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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