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

Seminars and Webinars

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Setting Up Your Business With the IRS and State


Webinar - Virtual Attendance! | 6:00-7:00 PM

Learn about what documents are required to properly register your business with the state and IRS.

You can do save money by doing this yourself instead of hiring someone.

Many people are looking for additional income in during these times of uncertainty. Starting a business or taking work as an independent contractor is often an option. We will discuss how to properly setup and file your business with the state of PA and IRS.

A main aspect of the Business Services Department at American Heritage Credit Union is to provide information to existing and potential members who are interested in forming a new business. Although we cannot provide advice on the type of entity that best suits your business model, we can provide the steps you can take to file your business with the State and IRS, which could possibly eliminate unnecessary out-of-pocket expenses by cutting out the middleman, i.e., Legal Zoom, Rocket Lawyer.

We will show you the following:

  • Visit
  • Apply for an EIN
  • Visit
  • Search for name availability
  • Submit application
  • Discuss other required documents needed
  • FAQ

Click here to register!