Rules of Thumb Presentation

Rules of Thumb Presentation

You’ve probably heard that “an apple a day keeps the doctor away,” but why are there are so few simple, effective messages about your finances?

Credit unions can build a better relationship with their members by offering these sorts of simple, actionable messages to guide and simplify financial decision-making and action taking – what are called “Rules of Thumb” (RoT). On April 6, we hosted a webinar along with Arizona Federal Credit Union (AZFCU) to explain what Rules of Thumb are, how AZFCU used them to great success, and how our toolkit can assist other Credit Unions in creating their own. This slide deck was used during the webinar.

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