We provide your clients trustworthy financial education and counseling at your location, on your schedule. Let’s set something up.

Empowerment Workshop*

A perfect, low-impact introduction to our work. Tonia Frazier (Director of Financial Education) or Yuly Rodriguez (Buenas Finanzas Program Director) provides a basic foundation to personal finance, aimed at the first-time student.

  • 1-hour workshop on basic personal finance principles

  • Open a Free Skyla credit union membership or Truist One Checking Account

  • Schedule an appointment with a CWC Financial Advisor

Partner Commitment: Promotion of event; minimum 20-person commitment/attendance; event space (including white board/flip chart); minimum one representative present.

*We are currently restructuring the process of how workshops will be facilitated. In the meantime, please fill out this brief form to request a Financial Empowerment Workshop for your organization and a member of our team will get back to you promptly.

Workshop PLUS

Our 1-hour Empowerment Workshop on personal finance principles, plus:

  • 1-hour “Basics of Credit” seminar

  • Open a Free Skyla credit union membership

  • Open Free Credit Karma account

  • First-level review of report

  • Schedule a one-to-one appointment with CWC Financial Advisor

Partner Commitment: Promotion of event; minimum 20-person commitment/attendance; event space (including white board/flip chart); 5-10 laptop computers; internet access; networked printer; minimum one representative present

Counseling Live

CWC will bring NACCC-Certified Credit and Financial Health Counselors to your organization, and provide one-to-one assistance to your clients.

  • 2-4 hour one-to-one counseling onsite

  • Registrants receive 30-minute one to one session including Spending Analysis, Budget Creation, and Credit Report Review (Credit Karma)

  • Open a Free Skyla credit union membership or Truist One Checking Account

Partner Commitment: Promotion of event; minimum 20-person pre-registration; 3 individual meeting spaces; internet access; networked printer; minimum one representative present

CWC Information Table

We’ll come to your event if it’s within our event qualifications.

  • Staffed table with information on core services

  • Schedule attendance at upcoming open Financial Empowerment Workshop

  • Schedule additional one-to-one appointment with CWC Financial Advisor

Partner Commitment: Promotion of event; table and/or space; minimum one representative present

Individual Referrals

We welcome individual referrals. If you know someone who could benefit from our services, have them text CWC to (980) 342-7272, and one of our financial advisors will reach out within 24 hours.