Financial Wellness

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.  

Understanding Credit

Credit: Many want it, but how do you get it? This session covers all aspects of becoming an educated credit consumer, including how lenders evaluate for credit approval, factors that impact credit qualification, how credit scoring works, and ways money management today impacts credit standing tomorrow.

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

Thursday, April 18, 2019
Time: 5:30 p.m. - 6:30 p.m. (PST)

Are you Financially Healthy?

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score.  True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

Monday, April 15, 2019
Time: 12:00 p.m. - 1:00 p.m. (PST) 

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.

Tuesday, May 7, 2019
Time: 10:30 a.m. - 11:30 a.m. (PST)

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) 

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) 

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)