Coaching & Seminars

There’s a plethora of information, decisions and ideas about the best ways to manage your money. To help you, your family, your friends and your employees, Sun Federal offers financial coaching and seminars.

Coaching

For your benefit, we’ve partnered with GreenPath Financial Wellness, a valuable source of financial information. Through this partnership you have access to:

  • Free telephone counseling
  • Free budget tools
  • Free articles & videos

We’re ready to help your employees! Just ask and a Sun Federal professional will visit your business on-site to listen, inform and counsel your employees at a time that’s convenient for you.

Sun Federal wants to help you and your employees! Whether it's a one-on-one coaching session or a seminar for employees, we can help. Let us know how we can reach you and we’ll contact you within 24 hours.

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Which would you like to contact us about? (check all that apply)

Need to speak with someone sooner?

For complimentary, immediate and confidential counseling, contact GreenPath Financial Wellness at:

English: (877) 337-3399  |  Español: (888) 235-2238

Library

Welcome to our Library! 

Select a category to find an article or video of interest. 

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Schools

Education is key to financial success!

Sun Federal Credit Union has partnered with Banzai to offer FREE online financial literacy programs that help our teachers show our students the value of money.

Banzai presents interactive and engaging programs that educators can use in their classrooms – no matter the age of their students – to give them practice, real-world experiences and tools that help make sense of money management and set students up for success.

We’re ready to help!

Members of the Sun Federal team would love to visit your classroom and work with your students to share financial knowledge, tips and tools. Contact us to schedule a visit.

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Course & Quizzes

Ready to put your financial knowledge to the test?

Sun Federal has fun and interactive courses and quizzes that help you retain the information that can lead to smart saving and spending habits, and successful money management.

Explore the sections below to take our fun courses and quizzes.

CheckRight

Sun Federal’s online courses, overall quiz and instructions for managing your checking account.