![Page 1: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/1.jpg)
Orientation
![Page 2: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/2.jpg)
LORI IRWIN, CFP®, MBAFINANCIAL EMPOWERMENT COORDINATOR
Contact:
Phone: 757-943-9652
Email: [email protected]
![Page 3: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/3.jpg)
Welcome
![Page 4: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/4.jpg)
Bank On Benefits
• Strengthen your finances
• Develop solid relationships with trusted financial partners.
• Relationships build opportunity for you.
• Coaches = see list of participating financial institutions
![Page 5: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/5.jpg)
Bank On Components
• Once per month classes
• Calendar of all classes can be found at Bank On Blog
• http://bankonvb.blogspot.com
• Homework assignments help you complete your financial fitness plan
• Classes are fun and interactive so don’t be shy about bringing your questions
![Page 6: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/6.jpg)
Bank On Components
• Coaching
• Financial Institutions offer coaches
• You must proactively schedule time with your coach.
• This is your champion to help you build a stronger financial foundation
• Products:
• Participating financial institutions offer low cost and second chance products
![Page 7: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/7.jpg)
Finding your Coach
• Each financial institution offers specific branches to find coaching
• Some financial institutions offer coaching for non-clients
• Some churches are offering faith based coaching
• Some volunteers are offering coaching outside of work hours
• You must contact your coach
![Page 8: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/8.jpg)
• Flyers for Community programs available at sign-in table
• Programs address special interests
• Homeownership
• Other Educational Classes
• Foreclosure Prevention
• Job Opportunity
• Special Products offered by our Partners
Community Programs
![Page 9: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/9.jpg)
• Sign-in for each class
• Instructor signs Passport for completion of class
• If you need to attend another class, contact [email protected] or 757-943-9652
• Complete Homework Assignments
• Reach out to your coach
Class Guidelines
![Page 10: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/10.jpg)
Tell Us About
You
http://bankonvb.blogspot.com Survey is on homepage/right column
![Page 11: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/11.jpg)
My Future
![Page 12: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/12.jpg)
Mayor’s Action Challenge
Financial Fitness Challenge
1. Improve income opportunity
2. Improve savings
3. Reduce debt
4. Improve Credit Score
5. Build Assets for future
6. Improve Financial Knowledge
![Page 13: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/13.jpg)
• Get Your Annual Credit Report www.annualcreditreport.com
• Complete Starting Position in your Passport on pages 13-14
• Join Virginia Saves www.virginiasaves.org
• Complete MY Future
• Visit Blog www.bankonhamptonroads.com
• Read Homework Notes/Income Resource Guide
• Reconcile Bank Statement
• Schedule Appointment with coach
Homework
![Page 14: Orientation. LORI IRWIN, CFP ®, MBA FINANCIAL EMPOWERMENT COORDINATOR Contact: Phone: 757-943-9652 Email: bankonhr@gmail.com](https://reader035.vdocuments.us/reader035/viewer/2022062517/56649ef55503460f94c08d84/html5/thumbnails/14.jpg)
To complete this class:
Give us a call!757-943-9652
We will complete registration and verify that the survey has been completed.