Credit Union At Work

Shoreline’s mission of helping members achieve financial success is brought to life through financial health and education.


Shoreline Hometown Credit Union works with businesses to provide on-site financial workshops to help keep employees engaged. Financial security and tools to reduce stress are an important part of living well and lead to happier employees. Workshops are designed to be flexible and can be customized to meet your business and employee needs in about 30 minutes to an hour.

The road to financial well-being is the beginning to happier employees, an engaged workforce, and building a strong community. Shoreline provides workshops at work to help your employees in:

  • Budgeting from knowing where to begin budgeting to how to find hidden money for that dream vacation, learn about various budgeting tools and the steps in how to get started.
  • Creating an emergency fund.
  • Home buying basics
    • Where do you start when you are buying a home?
    • How much can you afford for a home loan?
    • What types of home loans are available?
  • Credit scores and the role they play in our lives. Another popular topic is how to improve your credit score.
  • Borrowing basics including how to get a loan how to find and get a loan that best fits your needs.
  • Car buying tips and considerations for an auto loan.
  • Investments both short term savings and long term investments like retirement.

Zogo & Shoreline Hometown Credit Union

Get paid to learn financial literacy.

Zogo is a gamified financial literacy app that rewards users for completing bite-sized financial literacy lessons. Level up and earn while you learn, with real-life rewards – like gift cards to your favorite stores!

300+ bite-sized, action-based modules tackling topics like saving for retirement, buying a car, or opening a checking account. 

Complete daily trivia, work through the modules and level up as you go, going from student of small change to currency conqueror. 

Answering questions, completing modules and referring friends earn you points that lead to real rewards. Finally, it pays to learn about financial literacy.

Find out why people love Zogo:

Let’s get started:

1. Download the Zogo App from the App Store or computer.

Download from your computer HERE.

3. Select Reward.

5. Build your profile.

2. Click “Get Started”


4. Verify your account.

6. Enter your institution code.

*The ZOGO project is being funded in part by the Wisconsin Credit Union Foundation, Inc. in support of its REAL Solutions® Initiative efforts. 

Tips: Getting Started

Buying a new or used car:

A new car is second only to a home as the most expensive purchase you can make. That’s why it’s important to know how to make a smart deal.

Researching your new or used car is easy. Think about what car model and options you want and how much you’re willing to spend.

You can access CarFax® reports and a Kelley Blue Book Price Advisor Tool. With these tools, you’ll be less likely to feel pressured into making a hasty or expensive decision at the showroom and more likely to get a better deal.

Saving and emergency planning.

Start your savings plan as soon as possible! The Law of 10 Cents states that you take 10 cents for every dollar you earn and put it away. Pay yourself first. A solid emergency fund is perhaps one of the most important tools in developing and sustaining financial security. Did you know that 8 out of 10 Americans* are living paycheck-to-paycheck, and 40%** of people couldn’t cover a $400 emergency? It’s recommended your emergency savings fund can cover 3-6 months of expenses. For most people looking to start saving, an emergency fund of at least $1,000 will provide the financial security needed to handle unexpected life events and expenses. We’re here to help you identify simple lifestyle changes or tweaks that will help you accomplish your goals.

Buying a home:

Finding a home is an exciting experience, but it can be long and challenging. Knowing what to expect will help you make solid decisions about the type of home you choose.

  • Check your account balance. How much do you have saved for a down payment? Anything less than 20% down means you’ll pay more every month. You will need to borrow more money and will likely be charged private mortgage insurance (PMI) fees on top of your mortgage payments.
  • What’s your number? Your credit score tells lenders how likely you are to pay back a loan on time. It will be used by lenders to determine whether they will lend to you and if so, how much.
  • How much can you afford? Talk to your Shoreline mortgage expert to find out how your mortgage payment can fit your budget.


Please fill out the form below to talk with a CU AT WORK representative about financial health and education in your work place. We look forward to hearing from you.

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