Webinars

We've partnered with Balance to provide educational webinars. The webinars are free to anyone, to help encourage financial know-how, help people achieve their financial goals and make better financial decisions. Simply register to attend.

Becoming a Homeowner

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt to-income ratios, and the mortgage lending process.

Tuesday, July 16, 2019
Time: 12:00 p.m. - 1:00 p.m. (PST)

Planning for Money Milestones

There are many important financial milestones for consumers. To help prepare for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

Thursday, July 25, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

On the Road to Riches: The Basics of Saving and Investing

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Tuesday, August 9, 2019
Time: 10:30 a.m. - 11:30 a.m. (PST)

Thursday, August 15, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

FAFSA: The Key to Unlocking Financial Aid

The Free Application for Federal Student Aid (FAFSA) is a government form that streamlines the financial aid process, which can help reduce your student loan burden. This workshop covers FAFSA basics, as well as provides insight into the application process, how to complete the FAFSA online, federal requirements, and receiving and maintaining federal financial aid.

Tuesday, September 10, 2019
Time: 10:30 a.m. - 11:30 a.m. (PST)

Thursday, September 19, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

Retirement Planning the Basics

Retirement is something most people look forward to but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Tuesday, September 17, 2019
Time: 12:00 p.m. - 1:00 p.m. (PST)

After Identity Theft

If you’re a victim of identity theft or just want to stay prepared, this webinar is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.

Tuesday, October 8, 2019
Time: 10:30 a.m. - 11:30 a.m. (PST)

Thursday, October 17, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

Medicare: How it Works

For many, Medicare is a lifeline for receiving the medical services needed. To make the most of this federal health insurance program, it’s important to understand how Medicare works. Topics in this workshop include eligibility & enrollment, terminology, premiums & deductibles, coverage types, and additional resources.

Tuesday, November 19, 2019
Time: 12:00 p.m. - 1:00 p.m. (PST)