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.

Stock Market Basics

Many financial planners say it’s wise to invest your savings in the stock market rather than leave your money in a low-interest account. Before you jump into the stock market, it’s important to know that investing in stocks comes with risks. This workshop provides the basics needed to get a clear understanding of the stock market, the risks involved, ways to reduce risks, how to buy stocks, and how to maintain your account.

Thursday, May 16, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

The Sandwich Generation

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

Tuesday, June 4, 2019
Time: 10:30 a.m. - 11:30 a.m. (PST)

Thursday, June 13, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

Finances for Small Business Owners

Entrepreneurship is stronger than ever. This session covers all the financial aspects of starting and running a small business. Topics include: types of legal entity structures, writing a business plan, bookkeeping, paying taxes, and everything in-between.

Tuesday, June 18, 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!

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

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

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)

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)

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)

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)