When: Ongoing educational sessions to start Spring 2008
Where: Heritage Community Bank, Hartsville
Who: Bank employees (50-60% participation expected among approximately 40 employees)
What: The bank hopes to start an ongoing Financial Literacy program for their employees with topics to include proper use of credit, retirement plan savings, household budgeting, funds needed for retirement, etc. They are asking for SCACPA’s help with planning suggestions, speakers/presenters and reference materials.
VP of Operations Shannon Morrison was referred to us by SCACPA member Marvin Odom, CPA.
How: Confirm interest and availability with staff liaison Allison Caldwell at acaldwell@scacpa.org. I’ll put you in touch with Shannon for more details and provide additional resources as available.
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