HarborOne U

Success for Small Business

HarborOne is focused on helping small businesses grow and prosper, and our programs are geared specifically to meet their needs, including:

1. Planning for a Healthy Business
2. Personal Credit & Banking Services
3. Marketing Your Business
4. Record Keeping & Financial Management
5. Cash Flow and Business Plans

Success for Small Business (SSB) is a program developed to assist existing and start-up small business owners and provide guidance on how to operate a small business successfully. The classes listed above are currently offered in a pre-recorded webinar format, as well as offered in multiple languages. The following materials will be helpful as you follow along with the recordings:

• SSB Workbook
• Excel Worksheets
• Business Plan template

HarborOne U also offers a variety of Social Media Marketing classes. Having an on-line presence is vital to the success of a business. Learn how using the internet to connect and engage with your customers will help you grow your business.

View Our Pre-recorded Classes

Small Business Pitch Contest

HarborOne recognizes the important contributions of small business owners and entrepreneurs in our community. In 2016, in an effort to foster economic growth in the communities we serve, HarborOne designed the small business pitch contest to give area entrepreneurs a chance to present their business plans and ideas in a constructive, fun and friendly forum – and potentially win money to help them establish or expand their business.

There is an online application. A selection committee screens all online entries and selects a group of applicants to “pitch” their idea at the event. Those selected applicants have five minutes to present a business plan and growth strategy to a panel of business experts. Participants are judged on presentation, marketing/sales strategy and financials.

Learn More

Personal Enrichment & Life Stage

Understanding that growth and personal development go beyond financial and business education, we offer a variety of other programs to help people navigate through life’s many hurdles including, but not limited to:

• First Time Home Buyer
• College Planning
• Retirement and Estate Planning
• Social Security and Medicare Benefits

Financial Education Programs

Youth
We believe that you’re never too young to learn how to plan for your financial future. The most critical work we do is teaching youth financial literacy in our local communities. Our programs will soon be available “on demand” virtually for teachers, day-care centers, libraries, and community centers to educate our youth and help shape good money habits for life.

• Piggy Bankers: for youth ages 3-6
• Saving Makes Cents: for youth ages 7-11
• Savvy Shopper: for youth ages 12-15
• Savings & Budgeting: for youth ages 13-19
• Credit Wise: for youth ages 15-19
• Balancing Act: for youth ages 15-19
• Millionaire Mindset for Young Adults: for ages 18-21

To learn more about our youth financial education programs, please email us at info@HarborOneU.com.

Adult
Adult financial education is also available. Financial Success and Financial Well-Being provide information on:

• Creating and maintaining a budget
• Setting financial goals
• Improving your credit yourself

Following the workshops, one-on-one coaching is available to those looking to develop a plan to achieve personal financial goals, improve a credit score or increase savings. Classes are available via webinar or pre-recording.

Upcoming Classes

Pre-recordings

Additional Financial Education Resources

There are also online resources available through the FDIC for teachers, parents and individuals looking to gain a better understanding of saving, budgeting, borrowing, setting goals and bank accounts.

• FDIC Teacher Online Resource Center - https://www.fdic.gov/consumers/education/torc/index.html
• FDIC Money Smart computer based learning. Simply register and gain free access to self-paced modules for adults and young adults. - https://moneysmartcbi.fdic.gov/
• FDIC Money Smart for Young People. Curriculum for grades K-2, 3-5, 6-8 and 9-12. - https://www.fdic.gov/consumers/consumer/moneysmart/young.html
• FDIC Money Smart Youth Instructor Guide and Student Activity Coloring Book - https://catalog.fdic.gov/store/youth

For more information on our financial education programs, call us at 508-895-1300 or email us at info@Harboroneu.com.

Locations