MoneyMoments | MidFirst Bank


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


Teaching Kids about Money

Parents learn how to broach the subject of money concepts with kids of any age.
  1. Needs vs. wants
  2. Budgeting basics
  3. Importance of saving
  4. Setting expectations for spending
45 – 60 minutes


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


Identity Theft

This presentation provides tips to help participants avoid becoming a victim of identity theft.
  1. Types of identity theft
  2. How identity theft occurs
  3. How to protect against becoming a victim
  4. In the 60-minute version, participants learn while playing Identity Theft Bingo
30 – 60 minutes


Teaching Kids about Money

Parents learn how to broach the subject of money concepts with kids of any age.
  1. Needs vs. wants
  2. Budgeting basics
  3. Importance of saving
  4. Setting expectations for spending
45 – 60 minutes


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


For Love or Money

Most fraud scams are designed to pull on our heart strings and our purse strings. This presentation helps participants reduce the risk of becoming a fraud victim by detailing how common fraud scams work.
  1. Wire transfer scams
  2. Work from home scams
  3. Charity scams
  4. Investment scams
45 – 60 minutes


Identity Theft

This presentation provides tips to help participants avoid becoming a victim of identity theft.
  1. Types of identity theft
  2. How identity theft occurs
  3. How to protect against becoming a victim
  4. In the 60-minute version, participants learn while playing Identity Theft Bingo
30 – 60 minutes


Teaching Kids about Money

Parents learn how to broach the subject of money concepts with kids of any age.
  1. Needs vs. wants
  2. Budgeting basics
  3. Importance of saving
  4. Setting expectations for spending
45 – 60 minutes


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,


It’s Your Credit

Participants learn about credit scores and the importance of establishing a solid credit history. The presentation discusses what is included in a credit report and how it is used.
  1. How a credit score is calculated
  2. The importance of monitoring credit
  3. Ways to improve a credit score
  4. The “Debt Snowball” technique
45 – 60 minutes


For Love or Money

Most fraud scams are designed to pull on our heart strings and our purse strings. This presentation helps participants reduce the risk of becoming a fraud victim by detailing how common fraud scams work.
  1. Wire transfer scams
  2. Work from home scams
  3. Charity scams
  4. Investment scams
45 – 60 minutes


Identity Theft

This presentation provides tips to help participants avoid becoming a victim of identity theft.
  1. Types of identity theft
  2. How identity theft occurs
  3. How to protect against becoming a victim
  4. In the 60-minute version, participants learn while playing Identity Theft Bingo
30 – 60 minutes


Teaching Kids about Money

Parents learn how to broach the subject of money concepts with kids of any age.
  1. Needs vs. wants
  2. Budgeting basics
  3. Importance of saving
  4. Setting expectations for spending
45 – 60 minutes


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,

Workshops for Adults

MoneyMoments® Workshops for Adults

Let MidFirst Bank bring financial workshops to your community group, school, club or workplace. Our experienced staff presents engaging workshops tailored to your audience. Email seminars@midfirst.com for information about booking a workshop for your group.

It’s Your Money

Participants receive firsthand experience as they follow fictitious couple Andrew and Megan through the four-step process of “Taking Control of Your Money.”
  1. Assess the “now”
  2. Look into the future
  3. See where your money goes
  4. Create a spending plan
In addition, participants learn the “Envelope System,” and the “Debt Snowball” technique.
45 – 60 minutes


It’s Your Credit

Participants learn about credit scores and the importance of establishing a solid credit history. The presentation discusses what is included in a credit report and how it is used.
  1. How a credit score is calculated
  2. The importance of monitoring credit
  3. Ways to improve a credit score
  4. The “Debt Snowball” technique
45 – 60 minutes


For Love or Money

Most fraud scams are designed to pull on our heart strings and our purse strings. This presentation helps participants reduce the risk of becoming a fraud victim by detailing how common fraud scams work.
  1. Wire transfer scams
  2. Work from home scams
  3. Charity scams
  4. Investment scams
45 – 60 minutes


Identity Theft

This presentation provides tips to help participants avoid becoming a victim of identity theft.
  1. Types of identity theft
  2. How identity theft occurs
  3. How to protect against becoming a victim
  4. In the 60-minute version, participants learn while playing Identity Theft Bingo
30 – 60 minutes


Teaching Kids about Money

Parents learn how to broach the subject of money concepts with kids of any age.
  1. Needs vs. wants
  2. Budgeting basics
  3. Importance of saving
  4. Setting expectations for spending
45 – 60 minutes


Homebuyer Education

Participants walk through the requirements and process of obtaining a mortgage.
  1. Managing debt and credit
  2. Getting prequalified
  3. Important documents required for the mortgage loan application
  4. Understanding the processing, underwriting and closing of the loan
1 – 2 hours


Bank Cent$

Adults with limited banking experience learn that building a relationship with a bank is an important step to a secure financial future.
  1. The benefits of banking
  2. Bank accounts and services
  3. How to choose the right bank for you
  4. The steps in opening a bank account
45-60 minutes


Paying for College

Parents and students will learn the financial aspects of choosing and paying for secondary education.
  1. Career/major decision factors
  2. Choosing a college
  3. Getting accepted
  4. Paying for college
50-90 minutes


Saving for Retirement

This workshop helps attendees understand the power of starting early and feel more comfortable with investment terms and options.
  1. Investment terminology
  2. IRS incentives and rules
  3. Investment options
45-60 minutes


Money Values

Money is more about the mind than the math. This workshop explores the emotional aspects of money management.
  1. Types of spenders
  2. Relationships and money
  3. Financial goals and boundaries
45-60 minutes

Recent Posts

Icon of a green gift box inside a white heart

Gift Giving on a Budget

Sometimes it seems like a celebration requiring a gift occurs every month! Gift giving for Valentine’s Day, Mother’s Day, birthdays,