Financial Wellness Training

Financial Wellness for the Trades

Union Home Plus™ and our U-CAN Preferred Partners provide real life financial wellness education. These interactive workshops and seminars ensure a strong foundation of usable financial understanding and is available for all union employees, apprentices and retirees alike.


With over 30 different workshops and seminars available, we can provide all employees with actionable information and strategies no matter your age or where you are in their life’s journey. And there is never a cost to attend!

Plus, confidential and complementary individual sessions are available and can provide a highly customized financial success program based upon your goals. Attendees have found this to be an extremely valuable tool to help visualize and achieve short-term and long-term financial goals.

Here’s just a sampling of available workshops and learning labs:

Finding Financial Balance:
Introduction workshop that focuses on foundational financial understanding, budgeting and your benefits.

Saving and Investing 2.0:
We’ll help you develop a realistic overview of how to set and reach financial goals, along with the tools to achieve them.

The Fundamentals of Real Estate:
The process of buying, selling, and investing in a home has evolved dramatically. Learn how to create and preserve opportunities you can live with.

Mortgages, Loans & Qualifying:
Learn the facts and tools necessary for loan qualifying, what financial options exist and understanding how to get approved!

Understanding Credit:
How to improve your credit scores, engaging credit repair processes and how to manage your it so it saves you money!

Maximizing your Retirement:
This workshop examines how much money may be required for retirement, effective accumulation strategies, ways to generate income and how Reverse Mortgages can enhance your retirement lifestyle.

 Teaching! For more information, please call your Union Home Plus Advisor at 1.888.418.7818
Or email at [email protected]
For almost 20 years, Union Home Plus™ has acted as a sponsor and educator to thousands of working families, our countries largest labor unions, County, State and Federal employees alike. Union Home Plus™ represents more than real world experience and support for union employees, we have a sincere and dedicated passion that amplifies our every effort. Through solidarity, we can all make a difference.