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Saving & Smart Investing
Workshop Description:
This interactive workshop is designed to help individuals take control of their financial journey through practical tools and strategies. Participants will explore the fundamentals of savings and budgeting, learn about different types of savings accounts, and discover effective ways to reduce everyday expenses. The session also focuses on cultivating a future-oriented mindset—empowering attendees to set long-term goals and make informed decisions for lasting financial well-being.
BALANCE Financial Coaching –
https://excitecu.balancepro.org/
To receive free, personalized guidance from our nonprofit partner
BALANCE
, simply call
888-456-2227
and let them know you were referred by Excite Credit Union. Community members can call multiple times and schedule to speak with the same advisor if preferred. Available in multiple languages. (Brochure attached)
Register before
September 30th
to secure your spot!
Location:
San Jose, California (Online Workshop)
Date:
Wednesday,
September 30th, 2026
Time:
5:00 pm to 6:00 pm (PT)
Meet Your Coach:
Jerry Uribe is Excite Credit Union’s Business Development Manager. You’ll often see him smiling and warmly serving members of our community. Jerry has a background in Business Psychology and is incredibly passionate about financial literacy. He can talk about personal finances all day and loves teaching others! Join as he teaches you how to take control of your finances!
Join him for an insightful session on mastering your financial future!
Connect with Jerry Uribe -
Jerry Uribe-Alcazar, CUCME LinkedIn
We are
Centro Community Partners
, a local nonprofit organization that offers a series of step-by-step workshops to help new and rising entrepreneurs, especially women and underserved communities, create a business plan and prepare to become business owners. Our dynamic, interactive, and fun workshops will help you develop your business model and connect with other amazing entrepreneurs.
Come join us! We believe in your dreams!
Contact Information
If you need assistance filling this form out, please contact Community Success at
(510) 566-9031
. We are available 9 A.M. to 6 P.M. PT.
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If you need assistance filling this form out, please contact Community Success at
(510) 566-9031
. We are available 9 A.M. to 6 P.M. PT.
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Demographic Information
If you need assistance filling this form out, please contact Community Success at
(510) 566-9031
. We are available 9 A.M. to 6 P.M. PT.
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What is your individual annual income?
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Survey Question
If you need assistance filling this form out, please contact Community Success at
(510) 566-9031
. We are available 9 A.M. to 6 P.M. PT.
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Additional Information
Centro participants may be featured in blog stories, as well as marketing materials to showcase graduates and recruit for programs. By opting in you agree to Centro’s Media Waiver, which can be found at:
www.centrocommunity.org/media-waiver
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Our workshops are a safe space for everyone to openly share about their businesses and challenges. By registering for this workshop, you agree to Centro’s Nondisclosure Agreement, which can be found at:
www.centrocommunity.org/program-nda
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