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Update: 5.25.22:

In observance of Memorial Day, our branches and corporate offices will be closed on Monday, May 30, 2022.

Each month, Piedmont Advantage Credit Union offers free seminars, workshops and online tools to help you manage your finances without ever visiting a North Carolina branch.

When it comes to understanding finances or even improving your finances, a little knowledge can go a long way. We provide you articles, tips, advice and insights on topics ranging from how to buy a car to understanding your credit report, and debt management to real estate loans. Check back for our schedule of upcoming webinars and seminars that can be accessed any time! New opportunities are added regularly. At the same time, we urge you to take advantage of the online tools offered by our partners at BALANCE.

BALANCE Financial Guidance

  • Learn more about your finances with no-charge financial counseling services.
  • You can work one-on-one with accredited financial counselors to help you address issues including bankruptcy, debt management, and credit report reviews.
  • Learn the basics of personal finance with the BalanceTrack educational modules.
  • Access additional financial education anytime you need it through articles, financial calculators, videos, checklists, quizzes, and more.

2022 PACU Money Miles Learning Series: Click HERE for brief descriptions

*Women Retiring with Resiliency
  • January 20th, 6:00pm - 7:00pm - given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • Scroll down to complete registration form.
Building a Better Budget
  • February 24th, 6:00pm - 7:00pm 
  • Scroll down to complete registration form.
*Navigating the Not-Normal Economy
  • March 24th, 4:00pm - 5:00pm - given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • CNBC Senior Analyst Ron Insana
  • To RSVP, CLICK HERE.
Building Your First Budget (youth)
  • April 21st 6:00pm - 7:00pm
  • Scroll down to complete registration form.
*Retirement Income Planning
  • May 26th  6:00pm - 7:00pm Given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • Attend virtually or in person at our Mooresville branch, 139 S. Cardigan Way, Mooresville, NC 28117
  • Scroll down to complete registration form.
Stress-Reducing Tips to Buying a Home
  • June 23rd 6:00pm - 7:00pm
  • Scroll down to complete registration form.
Combat Identity Theft
  • July 21st 6:00pm - 7:00pm
  • Scroll down to complete registration form.
Your Guide to 529 College Savings Plan
  • August 25th 6:00pm - 7:00pm
  • Scroll down to complete registration form.
*Retire on Purpose
  • September 13th 6:00pm - 7:00pm Given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • Scroll down to complete registration form.
*Social Security Planning
  • October 25th 6:00pm - 7:00pm Given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • Scroll down to complete registration form.
*Retirement Income Planning
  • November 15th 6:00pm - 7:00pm Given by Investment Solutions (Available through CUSO Financial Services, L.P.)*
  • Scroll down to complete registration form.
Stress-Free Car Buying
  • December 15th, 6:00pm - 7:00pm - given by BALANCE Financial Guidance
  • Scroll down to complete registration form.
To sign up for one of the events above, please complete the registration form below.
Investment Solutions Webinars

Additional Resources

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Piedmont Advantage has contracted with CFS to make non-deposit investment products and services available to credit union members.

Headquartered in Winston-Salem, North Carolina, and founded in 1949 within the aviation industry, Piedmont Advantage Credit Union (PACU) serves member-owners, who reside, work, worship, attend school or operate a business in one of the six counties it serves in North Carolina or who are employed by one of its many employer companies. These six counties are Davie, Forsyth, Guilford, Iredell, Mecklenburg and Rockingham.

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