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Financial Education

Let us help you achieve financial success.

Financial Fitness Checkups

Meet with a Reliant financial expert for personalized guidance to help you make your financial dreams a reality.

Schedule a financial fitness checkup

Financial Education Presentations

Learn about free workplace presentations and financial education workshops to help businesses, students, and community members do more and be more.

Learn more

financial education library

We believe in you and your goals and want to equip you with the knowledge and tools to achieve them with confidence. Explore our comprehensive financial education library to embark on your path to financial wellness.

  • Young woman on laptop

    Budgeting 101

    Learn the essentials of managing your money.

  • Woman hiking on mountain

    Setting Financial Goals

    Plan, strategize, and achieve your financial goals.

  • Woman at laptop

    Building Your Credit

    Learn to build, boost, or restore your credit.

  • Family at beach

    Buying a Vehicle

    Get the vehicle and auto loans that suits you.

  • Family gardening

    Buying a Home

    Start your journey to buying your dream home.

  • Older men walking

    Saving for Retirement

    Secure your future by building your nest egg.

  • Man outside store

    Starting a Small Business

    Learn the essentials of launching a successful business.


additional resources

  • Stop unwanted solicitors

    The Federal Trade Commission (FTC) can help eliminate unwanted offers that bombard you by mail, email and phone.

    To stop telephone solicitations, call 888-382-1222 or visit the National Do Not Call Registry.

  • Stop pre-approved credit card offers

    Call toll-free 888-5-OPT-OUT (888-567-8688) or visit Opt Out Prescreen online. The phone number and website are operated by the major consumer reporting companies.

  • Find better businesses and charities

    The Better Business Bureau can help you find and recommend businesses, brands and charities you can trust.

  • Protect yourself as a consumer

    Consumer Reports is an independent organization whose mission is to work for a fair, just and safe consumer environment. They’re here to empower you to protect yourself.

  • Access high-quality credit counseling

    The National Foundation for Credit Counseling sets the standard for quality credit counseling, debt reduction services, and education for financial wellness.

  • Get confidential debt counseling

    Consumer Credit Counseling Service of Rochester provides confidential debt counseling in the greater Rochester area and the Southern Tier of New York.

financial planning

Looking for tools and resources to help you save, invest, and manage your money? Find information, games, and fun facts about money at

Visit the Life Events page at, and you’ll find a variety of links to help you manage money, deal with debt, save for your future, and more.

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