Check Out Our Webinars from BALANCE
When you’re looking to better your budget, self-education is key. Where do you start? The webinars we offer are practical, modern, and make learning the basics easy. Take a peek or jump in and binge-watch everything. No subscription required!
We’re very excited to announce our free webinar for March, April and May! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat.
Saving with Purpose
Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you and overcome barriers to achieving them.
Session 1: Tuesday, March 12, 2024 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, March 21, 2024 | 5:30 pm - 6:30 pm (PST)
Teens and Money
Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and use it wisely), and looking at investing options.
Session 1: Tuesday, April 9, 2024 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, April 18, 2024 | 5:30 pm - 6:30 pm (PST)
Retirement Planning Later in Life
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.
Session 1: Tuesday, May 14, 2024 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, May 23, 2024 | 5:30 pm - 6:30 pm (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.
Saving with a purpose
Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you, and overcome barriers to achieving them.
Solving the Mystery of Credit Reports
Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance to dispute inaccuracies, improving credit scores, and dealing with identity theft and fraud.
On the Road to Riches
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.