Your Comprehensive Financial Wellness and Education Platform

A young couple manages their finances together in the kitchenAs part of our corporate social responsibility strategy, American Heritage Credit Union is committed to educating our members, our Workplace Partner employees, our associates, and the community at large. We offer the resources to help individuals work through difficult financial situations, create budgets, manage their day to day finances and save for the future. Financial Wellness is at the heart of what we do as a credit union.

Potential Benefits:

  • Achieve personal financial goals
  • Reduce debt
  • Decrease financial stress
  • Feel in control of and secure in your features
  • Increase savings for tomorrow

Guided Online Learning

  • This online program is available to participants 24/7 with an individualized learning path that is relevant to you. Program participants will have access to financial calculators and budgeting tools.

Virtual and In-Person

  • Each month, AmericanHeritageU offers in-person seminars; and, webinars on a variety of topics, at different times to accommodate schedules, and with an occasional guest speaker to provide our Workplace Partners, members and the community with expert knowledge on financial and life topics. In addition, our Account Managers will work with our workplace partners to schedule on-site seminars that will be most valuable to its employees.

On-Demand Content

  • Our team will connect our Workplace Partners to our educational blog so we can bring you relevant topics for any financial situation.

Free Financial Counseling

  • We partner with Money Management International to offer our members and Workplace Partners free financial counseling through all life stages. Money Management International’s purpose has been leading people in all walks of life through financial and economic challenges, and bringing them to a safer, more comfortable place.

American Heritage Talks!

  • American Heritage Talks! is a bi-weekly podcast that provides insight with leading industry professionals within our local community and on a national scale. Conversation topics include current news, history, finance, and more with the host of the show, Dorian Smith. New episodes are available every Friday for a jam packed discussion presented by American Heritage Credit Union. Streaming now wherever you get your podcasts.