Are You Overlooking Your Financial Institution’s Resources?

Reaching your financial goals could be easier if you maximized the educational offerings as well as credit and debt counseling available through financial institutions.

Customers work with representatives at a financial institution.
(Image credit: Getty Images)

In today's increasingly complex financial landscape, working on your financial goals and wellbeing requires more than just willpower to spend less and save more. It should include a strategic approach to utilizing the resources that your financial institution offers that can provide the vital support and knowledge needed to effectively navigate your financial journey.

These resources often encompass a wide array of financial education programs, personalized services and products that are intentionally geared to bolster your ability to reach your goals, smoothing the path toward financial stability and growth.

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Kevin Brauer, MBA, CPA, CMA
President and CEO, Affinity Federal Credit Union

Kevin Brauer, a distinguished finance industry professional with over three decades of experience, has been at the helm of Affinity Credit Union as CEO and President since January 2023. His substantial contribution to Affinity over the past seven years has been instrumental in propelling the firm's value proposition and innovating its financial well-being initiatives. Brauer leads Affinity's dedicated team of 500 employees at its Basking Ridge, N.J., headquarters and throughout its 18-plus branches.