2022 Patelco Annual Report (1) - Flipbook - Page 10
Patelco At Work
Patelco At Work is a no-cost Employee Assistance Program (EAP) to help
employers offer personal finance as part of their overall benefits program.
Unlike a traditional EAP program, we take a holistic approach to financial
wellness, with Certified Financial Specialists providing 1:1 professional
financial counseling, financial education, and products and services with
better rates and low to no fees. For 86 years we’ve honored the trust of
our members and are grateful for the opportunity to connect to employers
throughout Northern California.
Mission in action
Patelco also partnered with local universities to present a Patelco At Work
webinar on the Public Service Student Loan Forgiveness Program. After the
webinar, a member reached out, and our Financial Health Manager provided
additional guidance – resulting in the member receiving forgiveness of over
$40,000 in student loan debt.
Thanks so much for the seminar you offered. There
are few moments like that in the world today – when
a large institution seeks to make a change in people’s
daily lives. I’m grateful!
– Alice
S., who received forgiveness for over $40,000
in student debt after attending Patelco’s presentation
9
2022
ANNUAL REPORT