SAFE Credit Union

It’s Older Americans Month, and we have some tips for you to make the most of it! 📝 Have a Plan: the financial plan you had in your early career most likely isn't going to work today. With retirement on the horizon, getting an updated plan from a qualified advisor is going to help you get on the same page with your stage of life. 🍎 Consider your Health: If you don't already, finding a hobby or workout routine that keeps your body active and your mind sharp is critical to your overall longevity and may help reduce medical costs. 👶 Invest in the Future: As an older person, you most likely have younger people in your life (children, grandchildren, or nieces and nephews). Being a resource and teacher when it comes to finances, life, or career can be extremely helpful and fulfilling. #SAFEFinancialServices #Sacramento #local #creditunion #olderamericansmonth

You want what’s best for your employees, and SAFE Financial Services has got your back! Our 401(k) services are designed to improve the employer experience, and give you more time back to your team to solve other business problems. Ready to learn more? Visit our website! https://hubs.la/Q02tWWz-0 #SAFEFinancialServices #Sacramento #local #creditunion #401k

Big Day of Giving is today which means it’s time to support local nonprofits! Today is a day to help local nonprofits raise funds and spread the word about the impacts they have on our community. Comment below on which nonprofit you plan to #give to. #BDOG2024 #BuildingCommunity #nonprofits #PeopleHelpingPeople #Sacramento #local #CreditUnion

Life Insurance isn't always the most fun part of financial planning, but is critical to protecting your family's future if something were to happen. Working with a fiduciary financial planner at SAFE Financial Services can help you determine the right plans with the right coverage, based on your financial goals. Reach out today for a free insurance audit! https://hubs.la/Q02tX1gF0 #SAFEFinancialServices #Sacramento #local #creditunion #insurance

Congratulations to our 3 high school sticker contest winners! In celebration of Financial Capability Month, we invited local high school students to design a sticker based on the theme “Dream Big with SAFE,” for the chance to win up to $500. Thank you to all the students who participated. Your artwork is truly inspiring! Mesa Verde High School Marysville Charter Academy for the Arts Ghidotti Early College High School #Congrats #Sticker #Contest #art #FinancialCapabilityMonth #building #community #local #creditunion

📣🌟 Ready to join a five-time consecutive 'Best Place to Work' 🏆 in Sacramento? We're seeking 🔍 a Senior Auditor to play a pivotal role in our Internal Audit department at SAFE Credit Union! As a key member, you'll drive governance, risk management, and operational effectiveness within our organization. 🌟 #SeniorAuditor #InternalAudit #BestPlaceToWork" ⭐ Key Highlights ⭐: · Manage internal audit projects autonomously. · Develop audit programs, while evaluating risks. · Independently manage internal audit projects. · Communicate progress of audit with key stakeholders. · Assist in conducting internal investigations assessing potential fraud. · Assist in supporting external auditors. · Be part of our “Best Place to Work” legacy. 🎉 To learn 💡 more, and if your experience aligns, please click 🖱 the link below to explore 🔍 the opportunity and apply 💻! This is a hybrid opportunity and would require a local candidate. https://lnkd.in/gJNATEAX Please feel free to share 🗣 with your local network as well, thank you!

Meet Denise! Denise Davis has more than 20 years of experience in the financial services industry and has worked with SAFE Credit Union for more than 10 years. Her focus is to empower investors to feel confident about their financial future and to help them gain confidence, no matter what stage of life they are in! When not working as an advisor, Denise loves to travel the world with her husband and two daughters. Most weekends you’ll find her gardening or kayaking on local rivers. #financialadvisor #SAFEFinancialServices #Sacramento #local #creditunion

Our very own Chief Financial Officer, Alexis Fitzpatrick was selected by the Sacramento Business Journal as one of 20 executives to be honored at the C-Suite Awards this year.    The C-Suite Awards highlights executives from different disciplines who are instrumental in the success of their organization and who have made their mark in the Greater Sacramento business community. Congratulations Alexis! https://lnkd.in/gtR43R8M   #congratulations #executive #success #Sacramento #local #creditunion #womeninleadership

Looking for ways to get inspired? The Perfect Cents Podcast has you covered! April is Financial Capability and Building Community Month, which means more financial education opportunities and community impact efforts. Tune in and listen anywhere you can find podcasts! https://lnkd.in/gN_yTTRN #creditunion #difference #peoplehelpingpeople #community #Podcast #Local #Sacramento

For Teach Children to Save Day, we wanted to provide a few tips that can help them build the right skills in the right stage of development. Let us know what you think! For elementary school children, we recommend teaching them the value of a dollar, how to save, and the difference between wants and needs. For high schoolers, we recommend teaching them about investing, creating a budget, and choosing a career that aligns with their financial goals. For our college kids, we recommend teaching them about credit, "bad debt," and even bringing them into conversations with your financial planner, so they have the opportunity to ask questions in a judgment-free environment. #financialliteracy #SAFEFinancialServices #Sacramento #local #creditunion