Money Management Seminars
Wills & Trust Seminar
Join us for a Wills and Trust Seminar to learn how to protect your assets and provide for your loved ones. Our experts will break down the basics of wills, trusts, and estate planning in a simple, easy-to-understand way. Whether you're starting fresh or updating your plans, this session will give you the tools and confidence to make informed decisions. Don't leave your future to chance - secure your legacy today.
Refreshments will be served.
Please be sure to include any food allergies with your registration.
Date:
June 3, 2026
Time:
11:00am to 1:00pm
Location:
Burke County Middle School
356 Southside Drive
Waynesboro, GA 30830
We look forward to having you join us!
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 "Becoming a Homeowner II - The Mortgage & Buying Process." Once you're financially ready, the next step is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer and closing on your home. You'll learn how to avoid common mistakes and ensure your purchase supports your long-term financial health.
By the end of this webinar, participants will be able to:
- Explain key mortgage terms and compare common loan types
- Understand how interest rates, points, and fees impact the total cost of a mortgage
- Navigate the steps from pre-approval to closing with confidence
- Evaluate home types and make offers that align with their budget and goals
- Identify red flags to avoid during the purchase and protect their investment
Who Should Attend:
- Individuals or couples actively searching for a home
- First-time homebuyers navigating the mortgage process
- Anyone comparing financing options and wanting to make the smartest choice
- Buyers who want to feel confident about making offers and negotiating
- Anyone who has attended session I and want to continue learning
This seminar will be offered during June 2026 on the date(s) below.
- June 2, 2026 (1:30pm - 2:30pm)
- June 11, 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.
