SANTA CRUZ BRANCH TEMPORARILY CLOSED TODAY (9/30). You may continue to use the Night Deposit box or any of the ATMs at this location. For immediate needs, please use our Soquel Branch. We apologize for any inconvenience this may cause.

Financial Knowledge Center

We’re committed to providing financial knowledge to everyone in our community – no matter what their financial circumstances may be. And we have offer different ways you can learn depending on what you prefer.

 

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We know you face important financial decisions every day, and sometimes they can be tough. Using UPWARD, you’ll discover real-life financial information and tools to help guide you in the financial issues most relevant to you. Watch videos, read articles, use the available financial tools and calculators to help you improve your financial health. And everything’s in English and Spanish to help you learn in a way that’s most comfortable for you.

Access UPWARD

Family Knowledge Portal

You and your children (grades K-12) can access 20+ digital courses on critical topics (in English and Spanish), such as financial education, mental wellness, compassion, digital wellness, and more. These resources are available for a limited time during this period of widespread school closures.

Access Family Portal (English)

Access Family Portal (Spanish)

Financial Webinars

In partnership with BALANCE, our financial counseling service, we’re offering financial webinars on a regular basis to highlight important financial matters that may impact you. Below you’ll find the latest webinars available:

October 13: Retirement Planning: The Basics

October 22: Retirement Planning: The Basics

NOTE: If you can’t attend on the date or time stated, we encourage you to register so you can watch the recorded webinar at your convenience.

SCCCU Live Workshops

Our Community Development Manager, Dyann Meschi, is ready to help bring no-cost financial workshops to your organization. Here are a few of the workshop topics available:

• Banking Basics
• Budgeting
• Credit Scores & Reports
• Identity Theft
• Considering Homeownership
• Mortgages

To set up your live workshop, call Dyann Meschi at 831-460-2308, or click here.

 

 LIVE EVENTS/WEBINARS
Webinar Webinar: October 13
Retirement Planning: The Basics
Register here
Webinar Webinar: October 22
Retirement Planning: The Basics
Register here
 
 RELATED INFORMATION

 • Financial Counseling

 • Financial Calculators