Financial Wellness

Programs designed to encourage long-term financial well-being.

American Heritage supports community financial wellness through in-person and online programs for all learning styles. Seminars, webinars, blogs and more, covering a wide variety of topics, are available for free to our local communities. We encourage financial education for all ages and believe that a strong foundation combined with continued learning leads to informed, successful decision-making. 

Please explore our financial content below. For more information, email

Seminars and Webinars

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Alliance Real Estate Investment Group Seminar

American Heritage Realty is forming a real estate investment consortium: the Alliance Real Estate Investment Group. All Credit Union members and non-members are welcome to participate in a monthly seminar series about investing in real estate, held on the first Wednesday of each month. This is the first seminar in that series.
Topics will include how to:
• Remove a tenant
• Leverage your properties
• Protect your investment