Educational Seminars

In an effort to get to know you better and to strengthen our relationship with you and your employees, we are committed to providing continuing support such as on-site sign-up sessions and free educational presentations. Our mini-seminars include various financial topics to help your employees make the best use of their money and prepare them for a financially secure future.

These presentations, which can be structured to fit your schedule and customized to meet your needs, may be held at your facility and scheduled at your convenience. Feel free to call or email us to set up a session. We look forward to hearing from you!

Lunch is on us!

Velocity will provide lunch for the class (up to 20) when you schedule a presentation. Please contact us at to schedule a presentation or a partner visit.

Featured Presentations:

The Road to Retirement: Are you saving?

Does your company offer a 401(k)? If so, are you contributing to the plan? Let us stop by to show you the path to a comfortable retirement.

Back in the Black

Tired of paying those dreadful credit card bills every month and not even noticing a dent on the next statement? Do you really know where your money is going every month?

Millionaire Within

You don't have to own your own business, win the lottery, or even have a reality show to retire a millionaire. All you need is commitment and a few tips on how to reach your goal!

Identity Theft: What You Need to Know

Identity theft is on the rise and it's becoming a billion dollar crime industry! Don't let those thieves get your money; arm yourself with the latest tips!

Other Featured Presentations

  • Staying "Fiscally Fit"
  • Understanding Credit
  • Buying Your First Home
  • Buying a Car
  • Financial Services from Your Credit Union
  • Identity Theft: What You Need to Know
  • Managing Your Checking Account
  • Planning for Retirement
  • Investment Planning for Your Future
  • Planning Your Child's College Education

For questions or to sign up for a seminar, please email

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