Meriwest Reaches Out for Financial Literacy Month

Greg Meyer
Meriwest Credit Union
Community Relations Manager
Direct Line: 408-365-6328                                             

Meriwest Credit Union employees went back to school to bring the real world of finance to hundreds of teenage students in schools all over the Greater Bay Area as part of April’s Financial Education Month. Utilizing their award winning curriculum, Real World Budgeting, Meriwest staff demonstrated to students what financial issues and obligations they might face when they graduate from college. The simulation takes students through renting an apartment, setting up their home, and a car purchase. Then, as a group, they develop their monthly budget. In San Ramon, Meriwest managers presented to 330 Windemere Middle School students in 9 different math classes. At Independence High in San Jose, 140 seniors took part in 4 sessions of the reality based budget program.

Earlier in April, Meriwest Credit Union team members presented a supplemental course called “Understanding Credit” to 70 students at Independence High in San Jose, while the Meriwest Business Banking Team served as judges in the Next Generation Business Plan Competition at San Jose’s Silver Creek High, Evergreen High, and Independence High. The Next Generation Business Plan competition was managed by the Silicon Valley B lack Chamber of Commerce.

“The presentation gave the students a realistic approach to budgeting after they graduate from college. The presenters provided several personal anecdotes to help the students understand the importance of budgeting. They were very engaging and enthusiastic about the subject.” said Irene Perez, Business Teacher at Evergreen High. “Our students enjoyed the Meriwest Real World Budget simulations because it was a practical approach to creating a budget and because the presenters provided a comfortable atmosphere for the students to ask questions and discuss their views.”

“Meriwest’s credit presentation to my classes at Independence High helped my students understand the need for credit and the consequences if it is mismanaged.” said teacher, Frank Alves, who also heads up the school’s Academy of Finance. “My students have a better understanding of what a FICO score is and why it will be such a crucial factor to their lives.” 

About Meriwest Credit Union

Meriwest Credit Union, one of Silicon Valley’s largest and established financial institutions, has been providing proactive, personal, convenient and innovative financial services to nearly 90,000 businesses and families throughout the San Francisco Bay Area and Tucson, Arizona, for more than 49 years. More information can be found at

PHOTO Caption: Evergreen High School Teacher, Irene Perez (left) and Meriwest Credit Union Training Manager, Melissa Cleborne in the classroom after the reality based budget workshops at Evergreen High in San Jose.

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