Patelco Credit Union Membership Benefits

This session explores the core money personalities and how each one can shape the way we respond to financial stressors, temptations, and choices. We’ll look at why certain money situations can spark strong reactions, why some habits feel natural while others feel difficult, and how understanding your personality can help you make clearer, more confident financial choices.

What we’ll cover

• How your money personality influences your spending, saving, and decision making
• The emotional triggers that activate each personality (and how to manage them)
• Mindset shifts to balance your dominant personality type and make more intentional choices

BONUS: 3 attendees will be selected at random for a $25 e-gift card.

Financial wellness isn’t built on one habit, it’s built on maintaining a healthy balance. In this webinar, you’ll meet Patelco’s Enterprise Certified Financial Specialists as they walk through the four pillars of financial health: spending wisely, saving intentionally, borrowing responsibly, and planning proactively. Each specialist will share practical guidance for strengthening their pillar, helping you understand how these areas work together to support long-term financial stability.

This webinar will focus on why financial setbacks can feel so overwhelming, how to approach them with a healthier mindset, and what steps can help you bounce back while building resilience for the future.

You’ll learn how to:

• Shift your mindset to navigate setbacks with clarity and control
• Adjust your budget and use available support programs to rebuild after a setback
• Anticipate future expenses and build financial resilience into your budget