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.

Raising a Money Smart Kid

Earning, spending, and saving money are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Tuesday, August 9, 2022
Time: 10:30 a.m. - 11:30 a.m. (PST)

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Thursday, August 18, 2022
Time: 5:30 p.m. - 6:30 p.m. (PST)

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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.

Thursday, August 18, 2022
Time: 12:00 p.m. - 1:00 p.m. (PST)

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Personal Finances For College Students

A college education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about credit (how to use it wisely), tools to develop a positive credit history and score, create and manage their own budget, ways to track spending, and options for student loan repayment.

Tuesday, September 13, 2022
Time: 10:30 a.m. - 11:30 a.m. (PST)

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Thursday, September 22, 2022
Time: 5:30 p.m. - 6:30 p.m. (PST)

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Planning for Money Milestones

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” 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, September 22, 2022
Time: 12:00 p.m. - 1:00 p.m. (PST)

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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.

Thursday, November 17, 2022
Time: 12:00 p.m. - 1:00 p.m. (PST)

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