Upcoming Events

Elements Financial hosts financial wellness events for Allison Transmission employees and their families. Mark your calendar for these events and find other opportunities to connect with your Elements team.

Allison Transmission Exclusive Events

Workshop: Outlook: 2026
Wednesday, February 25, 2026 | 11:00 am - 12:00 pm Eastern
Online Webinar or Bob Clark Auditorium

Details

Download PDF

Presented by Elements Wealth Management

In this workshop, you’ll learn about:

  • Opportunities and challenges in the upcoming financial market
  • Traditional drivers and risks in the stock market
  • Research and statistics gathered by LPL Financial

Lunch will be provided for all in person attendees.

Date

Wednesday, February 25, 2026
11:00 am - 12:00 pm Eastern

Location

Online Webinar or
Bob Clark Auditorium

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

Elements Financial Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code for more detailed information.

QR Code

Meet & Greet: Elements at Work
Wednesday, March 11, 2026 | 11:00 am - 1:00 pm Eastern
Innovation Center

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Wednesday, March 11, 2026
11:00 am - 1:00 pm Eastern

Location

Innovation Center

Meet & Greet: Elements at Work
Tuesday, March 17, 2026 | 11:00 am - 1:00 pm Eastern
Plant 12

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Tuesday, March 17, 2026
11:00 am - 1:00 pm Eastern

Location

Plant 12

Review Day: Credit Review Day
Wednesday, May 6, 2026 | 10:00 am - 2:00 pm Eastern
Plant 3 Medical

Details

Download PDF

Let our credit experts help you understand the information on your credit report, look for ways to increase your overall credit score, and help identify ways to use credit to improve your financial life. 

Employees who attend will receive a gift card.

Date

Wednesday, May 6, 2026
10:00 am - 2:00 pm Eastern

Location

Plant 3 Medical

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Meet & Greet: Elements at Work
Thursday, May 14, 2026 | 11:00 am - 1:00 pm Eastern
Plant 17 PDC - Inbound Breakroom

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Thursday, May 14, 2026
11:00 am - 1:00 pm Eastern

Location

Plant 17 PDC - Inbound Breakroom

Meet & Greet: Elements at Work
Wednesday, May 27, 2026 | 11:00 am - 1:00 pm Eastern
HQ Café Area

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Wednesday, May 27, 2026
11:00 am - 1:00 pm Eastern

Location

HQ Café Area

Review Day: Mortgage Review Day
Wednesday, June 17, 2026 | 10:00 am - 2:00 pm Eastern
Plant 3 Medical

Details

Download PDF

Our goal is to help you find the right loan for the right home. Whether you are looking for a pre-qualification or curious about refinancing options, this day can help with any mortgage needs. 

Employees who attend will receive a gift card.

Date

Wednesday, June 17, 2026
10:00 am - 2:00 pm Eastern

Location

Plant 3 Medical

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Workshop: Putting Your Home's Value to Work
Wednesday, June 24, 2026 | 11:00 am - 11:45 am Eastern
Online Webinar or Bob Clark Auditorium

Details

Download PDF

In this workshop, you’ll learn about:

  • The benefits of refinancing your home
  • The process of determining the equity in your home
  • All the ways you can use equity

Lunch will be provided for all in person attendees.

Date

Wednesday, June 24, 2026
11:00 am - 11:45 am Eastern

Location

Online Webinar or
Bob Clark Auditorium

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Meet & Greet: Elements at Work
Wednesday, July 8, 2026 | 11:00 am - 1:00 pm Eastern
Innovation Center

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by and meet your Relationship Manager. Snacks will be provided.

Date

Wednesday, July 8, 2026
11:00 am - 1:00 pm Eastern

Location

Innovation Center

Meet & Greet: Elements at Work
Tuesday, July 28, 2026 | 11:00 am - 1:00 pm Eastern
Plant 12

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by and meet your Relationship Manager. Snacks will be provided.

Date

Tuesday, July 28, 2026
11:00 am - 1:00 pm Eastern

Location

Plant 12

Workshop: Raising Money Smart Kids
Thursday, August 13, 2026 | 11:00 am - 11:45 am Eastern
Online Webinar or Bob Clark Auditorium

Details

Download PDF

In this workshop, you’ll learn about:

  • Discover how early money habits form and why teaching financial values at home is crucial.
  • Learn age-appropriate strategies from preschool through high school to build confidence step-by-step.
  • Explore how to use conversations, real-life situations, and activities to raise financially responsible kids.

Lunch will be provided for all in person attendees.

Date

Thursday, August 13, 2026
11:00 am - 11:45 am Eastern

Location

Online Webinar or
Bob Clark Auditorium

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Meet & Greet: Elements at Work
Tuesday, September 15, 2026 | 11:00 am - 1:00 pm Eastern
Plant 17 PDC - Inbound Breakroom

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by and meet your Relationship Manager. Snacks will be provided.

Date

Tuesday, September 15, 2026
11:00 am - 1:00 pm Eastern

Location

Plant 17 PDC - Inbound Breakroom

Meet & Greet: Elements at Work
Tuesday, September 29, 2026 | 11:00 am - 1:00 pm Eastern
HQ Café Area

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by and meet your Relationship Manager. Snacks will be provided.

Date

Tuesday, September 29, 2026
11:00 am - 1:00 pm Eastern

Location

HQ Café Area

Workshop: Senior Care Advising
Wednesday, October 14, 2026 | 11:00 am - 11:45 am Eastern
Online Webinar or Bob Clark Auditorium

Details

Download PDF

In this Workshop, you’ll learn about:

  • How to prepare for long-term care for yourself or a loved one
  • The signs of aging and when it's time to look at care options
  • Your options for elder care support

Lunch will be provided for all in person attendees.

Date

Wednesday, October 14, 2026
11:00 am - 11:45 am Eastern

Location

Online Webinar or
Bob Clark Auditorium

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Meet & Greet: Elements at Work
Thursday, November 5, 2026 | 11:00 am - 1:00 pm Eastern
Innovation Center

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Thursday, November 5, 2026
11:00 am - 1:00 pm Eastern

Location

Innovation Center

Meet & Greet: Elements at Work
Tuesday, November 24, 2026 | 11:00 am - 1:00 pm Eastern
Plant 12

Details

Download PDF

During Elements at Work, our financial wellness experts will come to your workplace to highlight the variety of services Elements Financial offers. Service providers such as Loan Specialists and Personal Financial Managers are on hand to answer any questions and steer you in the right direction.

Stop by to meet your Relationship Manager. Snacks will be provided.

Date

Tuesday, November 24, 2026
11:00 am - 1:00 pm Eastern

Location

Plant 12

Workshop: Budgeting Techniques for Financial Success
Wednesday, December 9, 2026 | 11:00 am - 11:45 am Eastern
Online Webinar or Bob Clark Auditorium

Details

Download PDF

In this workshop, you’ll learn about:

  • Understand why budgeting is essential for financial stability and how common challenges affect real people.
  • Explore a variety of proven budgeting methods to find the one that fits your lifestyle.
  • Learn about top budgeting tools and apps to help you track spending, stay on target, and reach your goals.

Lunch will be provided for all in person attendees.

Date

Wednesday, December 9, 2026
11:00 am - 11:45 am Eastern

Location

Online Webinar or
Bob Clark Auditorium

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.

Review Day: Budget Review Day
Wednesday, December 16, 2026 | 10:00 am - 2:00 pm Eastern
Plant 3 Medical

Details

Download PDF

We'll review your current budget or help you craft a new one  specifically designed with you in mind. 

Employees who attend will receive a gift card.

Date

Wednesday, December 16, 2026
10:00 am - 2:00 pm Eastern

Location

Plant 3 Medical

Register

To view or cancel your registration, follow the link provided in your registration confirmation email.