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Financial Wellness


How a Trust Can Protect Your Family's Future | Free Member Webinar
Learn how trusts protect your assets and avoid probate. Join Options Credit Union’s free member webinar with Trust & Will on May 13. Protect What Matters Most: Learn How Trusts Work Planning for the future isn’t always easy—but it’s one of the most important things you can do for the people you love. That’s why Options Credit Union has partnered with Trust & Will to bring our members a free, exclusive webinar focused on trusts. Why This Matters A trust isn’t just for the weal

Options Credit Union
Apr 30


Protect What Matters Most with an Easy, Affordable Estate Plan
At Options Credit Union , we believe peace of mind shouldn’t be complicated. That’s why we’ve partnered with Trust & Will , the nation’s leader in online estate planning, to help members protect what matters most — family, legacy, and peace of mind. As an Options CU member , you’ll receive an exclusive 20% discount on your estate-planning package, plus free shipping on your first set of printed documents. Your Values. Your Voice. Your Credit Union. Together, we’re helping C

Options Credit Union
Nov 5, 2025


Protecting What Matters: Your Free $1,000 AD&D Insurance Benefit
Life can be unpredictable. Accidents happen when you least expect them — at home, on the road, or even at work. That’s why we’re proud to...

Options Credit Union
Oct 9, 2025


Simply Save: Turn Everyday Purchases Into Savings That Grow Faster
At Options Credit Union, we believe saving money should be simple — and rewarding. That’s why we’re excited to introduce Simply Save , a...

Options Credit Union
Sep 24, 2025


Join Our October Member Webinar: Estate Planning 201 - Trusts
Your financial well-being isn’t just about managing today’s needs, it’s about preparing for tomorrow and making sure your loved ones are...

Options Credit Union
Sep 11, 2025


August is National Make-a-Will Month | Make a Will Online 20% Off
August is National Make-a-Will Month —the perfect time to check “get my Will or Trust done” off your to-do list. With an Options Credit...

Options Credit Union
Aug 14, 2025
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