Money Management Seminars
Social Security, Medicare, & Tax Optimization: Maximize Your Benefits
Join Financial Advisor and Educator Robert Freitas for an informative presentation on Social Security, Medicare, and tax optimization strategies. Learn how to make informed retirement decisions, maximize your benefits, and help reduce your tax burden. With over 15 years of financial planning experience and a passion for helping others, Robert brings trusted guidance and real-world expertise to every presentation.
Refreshments will be served.
Date:
June 23, 2026
Time:
5:00pm - 6:00pm
Location:
WOW Club at SRP Park
187 Railroad Ave
North Augusta, SC 29841
BALANCE® Virtual Seminars
Join BALANCE® as they offer their free virtual seminar "Mindful Budgeting: Aligning Spending with Your Values." Everyone wants more control over their financial life - and the key to getting there is a budget. In this session, you'll discover how to build a realistic spending plan that works for your lifestyle, supports your goals, and helps you stay on track. Participants will learn how to set short-and long-term financial goals, allocate income intentionally, and create a budget that sticks.
By the end of this webinar, participants will be able to:
- Identify short- and long-term financial goals
- Analyze current spending habits and spot areas for improvement
- Build a realistic, flexible budget that fits their income and lifestyle
- Allocate money toward savings, debt repayment, and future goals
- Use practical tools to track progress and stay accountable
Who Should Attend:
- Individuals or families who feel their money "disappears" each month
- Anyone living paycheck-to-paycheck and ready to take control
- People who want to align their spending with their priorities and goals
- Those working toward saving, det repayment, or other financial milestones
This seminar will be offered during July 2026 on the date(s) below.
- July 7, 2026 (1:30pm - 2:30pm)
- July 16, 2026 (5:00pm - 6:00pm)
Click the button below to register today!
SRP FCU Video/ Photography Permission
As a business that works not only in our branches but throughout the community, SRP FCU often uses photographic and electronic images of ceremonies, events, activities, and branch happenings to advance the mission of our organization. By visiting, registering at, or being employed by SRP FCU, and being present in a public setting, you authorize the use, reproduction, and publication of these photographic and/or video images by SRP FCU, or anyone authorized by SRP. All photo files are the sole and complete property of SRP FCU.
When reasonably possible, SRP requires written permission for any person who is primarily featured in an SRP FCU video production or photograph. When the subject featured is a minor, written permission must be obtained by a parent or legal guardian. All files will become the sole and complete property of SRP FCU.
The Marketing Department will work with any organization or request to supply photos and/or videos once permissions have been granted by the creator and subject(s) and appropriate video and photo credits are published.
