Financial Wellness

Programs designed to encourage long-term financial well-being.

American Heritage supports community financial wellness through in-person and online programs for all learning styles. Seminars, webinars, blogs and more, covering a wide variety of topics, are available for free to our local communities. We encourage financial education for all ages and believe that a strong foundation combined with continued learning leads to informed, successful decision-making. 

Please explore our financial content below. For more information, email


American Heritage is proud to provide scholarships to graduating high school seniors enrolling in an accredited undergraduate program or trade school.

Seminars and Webinars


Priorities, Setting Goals, Income, and Expenses

In order to achieve long-term financial success, one must first identify the goals they want to achieve. Participants in this workshop will learn how to determine realistic financial goals and develop an action plan to accomplish these goals.

Auto Insurance 101

Take control of your car buying or leasing experience today. Discover your options and what you need to know for the road ahead.

Income for Life

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?