Calling Oregon Credit Unions: Take Survey by Monday to Help State Increase Access to Financial Education

Providing financial education is part of the credit union DNA. In this photo, Maps credit union employees are working with future teachers to develop financial education lesson plans.

State Treasurer Ted Wheeler is asking credit unions and other organizations that are leaders in financial education, to fill out a quick survey detailing the programs they offer.  The results will help the Oregon Retirement Savings Board make recommendations regarding ways to “increase financial literacy in this state,” as requested by the Oregon Legislature. It will also give credit unions the opportunity to be part of a Financial Literacy Working Group the Treasurer’s office is forming in March.

State Treasurer Ted Wheeler has asked for participation “to help advance a cause we all care about –financial literacy.”

In 2015, the Oregon Legislature established a new program for Oregon workers who don’t currently have a retirement plan through their employers. Scheduled for implementation by mid 2017, the program will allow those employees to start saving through payroll deductions.

“We’re particularly interested in ensuring Oregonians have the information and skills they will need to make good choices regarding retirement savings,” said Wheeler.

The survey is available online until Monday, February 29 at 5 p.m. In the survey, credit unions may express interest in serving on the Financial Literacy Working Group.

“It is very important that credit unions, already such great leaders in the area of financial literacy, continue to lead and to have a seat at the table in the Treasurer’s office on this issue,” said Pamela Leavitt, the Northwest Credit Union Association’s Policy Advisor for Oregon State Advocacy & Grassroots.

Questions about this story? Contact Lynn Heider: 503.350.2225,

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