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THE CHALLENGE
FORUM Credit Union’s SaveItUp Program was created to encourage better saving and spending habits and to promote financial wellness. Be entered to win once you ENROLL in the program, complete 4 out of 7 financial STEPS, and at least one GOAL! Program runs January 1, 2010 through October 31, 2010.
ENROLL
Click here to enroll in the program online.
ENTER TO WIN
Enter to win one, two, or all three prizes!
Complete 4 Steps & Savings GoaL---->Enter to Win $3,000!
Complete 4 Steps & Debt Reduction Goal---->Enter to Win $3,000!
Complete 4 Steps & Financial Education Goal---->Enter to Win $1,500!
STEPS
Complete 4 of the 7 steps below with the help of a FORUM Financial Accountability Partner (FAP). Ask a Branch Representative how you can get connected.
GOALS
Complete one, two, or all three goals with the help of an FAP.
- SAVINGS
Save 2% of your annual total household income or $20 per week, whichever is higher.*
- DEBT REDUCTION
Reduce revolving debt (credit cards, home equity loan, moneyline, etc.) by 10% or $1,000, whichever is higher.*
OR
Reduce total debt (excluding 1st mortgage) by 20%.*
- FINANCIAL EDUCATION
Complete 1 of 4 financial education pieces during the 2010 Challenge and provide proof.
Graduate from Dave Ramsey’s Financial Peace University.
OR
Attend/Complete a financial literacy class.
OR
Complete FORUM’s Financial Literacy Questionnaire with a score of 80% or higher.
OR
Establish an Estate Plan: create a will, assign power of attorney, and develop a living will or health-care proxy (medical power of attorney). For some people, a trust may also make sense.
Click here to download SaveItUp Challenge Form.
Click here for Official Rules.
*Target goal may be prorated based on start time of Challenge.
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