Helping you make informed, educated decisions about managing and investing your money is at the heart of what we do. That’s why OnPoint offers financial education opportunities to connect you with advisors, educators, and other financial professionals who can help you understand your finances and set realistic, attainable financial goals.

Online Resources

Balance Financial Fitness

As an OnPoint member, you have access to Balance, a financial education and counseling service that helps individuals and families take control of their finances and reach their goals. Topics include budgeting, debt management, purchasing a home and more.

learn more

Biz Kids

Biz Kids gives kids the tools to learn how to handle money responsibly. The TV series, available online, teaches kids about money and business, while the math and money education games are a fun and interactive way to learn basic money management skills. 

visit Biz Kids

Educational Videos

OnPoint and KGW NewsChannel 8 teamed up to produce videos containing money management tips for young adults. Topics include planning a budget, your credit score, building savings and more.

watch videos

Investment Workshops*

Learn more about your investment options and receive invaluable advice on topics like planning for retirement, wealth management, investing, and more. OnPoint offers investment workshops that are open to the public and led by experienced investment professionals.

Upcoming workshops:

No workshops are currently scheduled. Please check back soon.

Home Buyer’s Seminars

Learn about the home buying process and receive valuable tips from OnPoint Mortgage Loan Officers at this informative seminar for prospective home buyers.

Upcoming Seminars:

 
When
Time
Location
12-14-2017
5:30 p.m.

OnPoint Mortgage - Montgomery Park
2701 NW Vaughn St
Suite 133 (Training Room)
Portland, OR 97210

01-17-2018
5:30 p.m.

OnPoint Mortgage - Montgomery Park
2701 NW Vaughn St
Suite 133 (Training Room)
Portland, OR 97210

02-22-2018
5:30 p.m.

OnPoint Mortgage - Montgomery Park
2701 NW Vaughn St
Suite 133 (Training Room)
Portland, OR 97210

Disclosures

*INVESTMENT WORKSHOPS: Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services® are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James privacy policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.