I Want to CU Happy Tour 2023
I’m embarking on another ambitious project to spread happiness in 2023. My goal is to collaborate with 100 credit unions (2 in each state) on an epic, bold, and visionary attempt to bring more joy and happiness in people’s lives.
We're looking for the happiest 100 Credit Unions
View Scheduled Events
Updated frequently. Book readings, meet-and-greet, staff development, and conferences.
Learn About the Book
A book on happiness that happens to talk about money.
Send a message: I'll personally reach out to you.
Hi, I'm Jason
I’m a former credit union executive who continues to promote and champion the credit union movement.
I’m the founder of personal finance website, phroogal.com. creator of the award-winning Road to Financial Wellness Project, TEDx speaker, and bestselling NYTimes reviewed author. I’m also a certified yoga teacher and breathwork specialist.
For years, I’ve wondered about how we can bring more joy and happiness into our lives. I believe I found the secrets and I’m sharing it in my second book, Happy Money Happy Life.
What will happen?
I want to visit your credit union and the local communities you serve and share the financial messiness and successes that have led to a healthier, wealthier, and happier life. I’m not holding back in the pains and joys that have led to some of the biggest failures and accomplishments.
This is an opportunity for a wellness discussion we all know is needed, and I am your willing and capable facilitator to make it happen with humor, empathy, and resourcefulness.
I can’t do this without your help. And I want your credit union to be part of history.
This CU happiness tour is part of my book outreach. I want to spread the word about Happy Money Happy Life: A Multidimensional Approach to Health, Wealth, and Financial Freedom.
Why you need to be part of this epic happiness tour
For your staff
If you're looking for ways to improve employee satisfaction and happiness, this tour is for you.
If you've wanted to address mental and emotional health with staff, this tour is for you.
If you've wanted to break the social taboo about money and empower your employees, this tour is for you.
If you're looking for diversity and inclusion partner, this tour is for you.
If you want to improve the financial wellbeing of employees, this tour is for you.
For your members
If your strategy is to improve the overall wellness of members, this tour is for you.
If you're looking to engage members in a meaningful money dialogue, this tour is for you.
If you've wondered how to ignite conversations with members without selling, this tour is for you.
If your strategy is joy and happiness for members, this tour is for you.
If you're looking to engage local community and media, this tour is for you.
How you can get involved
It’s simple. Purchase copies of my new book Happy Money Happy Life. And in return, I will come to your location for a book reading, discussion, and QA with staff and members. We can coordinate this for you to make life easier (As a former CU staff, I know how much is on your plate. We’ll make it easy for you).
Some credit unions are buying books for each of their employees.
Some credit unions are using this as an opportunity to promote wellness to members.
Some credit unions plan giveaways at branches, on social media, and online.
Some credit unions will offer online sessions as part of their commitment to employee health and wellness.
Some credit unions will use the tour to support their SEG and community outreach.
Your options are limitless to use this tour to reach your staff and members. We’ll support you along the way.
Let's connect and discuss how you can be involved
What's in the book?
YOU DESERVE TO BE HAPPY
You need to be good with money to have a happy life in this world. That doesn’t mean you need to earn the most, have the most, or even be a millionaire (although I will share how to do just that). This book approaches money as your tool; as such, you’ll need to learn what it is, how to handle it, and where to use it to achieve your goals.
Happy Life Dimensions
In this section, you’ll learn about the eight happy dimensions. You’ll understand the interconnectedness and how money affects each dimension.