Moving Your Money to Elements
A Guide to Switching Financial Institutions
A Guide to Switching Financial Institutions
The Best Gifts Aren’t Always Wrapped
5 Essential Tasks to Wrap Up the Year
Tips for Avoiding Holiday Scams on Social Media
Finding the Right Car for Your Situation
Ask your Elements Relationship Manager about these free helpful tools or click to learn more.
Elements Financial has partnered with Banzai to provide interactive financial education designed to empower you with the skills needed to manage money and build financial confidence effectively.
The financial literacy program is a comprehensive, 40+ hour collection of self-paced, short, interactive content covering key financial topics such as savings and checking, credit cards and credit scores, investment and retirement, auto loans and homeownership, and more.
Coaches — The Banzai Coaches walk you through different scenarios to save for retirement, build an emergency fund, buy a home, and more.
Courses — The Banzai Courses use real-life scenarios to demonstrate the power of good financial planning.
Calculators — The interactive Banzai Calculators help provide solutions for many financial scenarios.
Collections — View all Banzai financial wellness topics in one spot.
Free to the Genesys community!
Hi! I'm Miranda Finley, Elements Financial Relationship Manager for Genesys. I'm here to help with your financial wellness needs. Please contact me directly if you need any assistance.
Here are some concierge services provided virtually or in-person: