Webinars

Grab your pen and notepad. Your popcorn and VR glasses. Our event is about to begin.

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 webinars for April, May and June! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat. 
 

Are You Financially Healthy?

We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also confidentially determine your Financial Health Score and the steps to improve that score.

Session 1: Tuesday, April 8, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, April 17, 2025 | 5:30 pm - 6:30 pm (PST)

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Dollars and Sense: Managing Money for a Healthier Mind

Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how to create a balanced approach to money management, build financial resilience, and reduce anxiety around financial decisions.

Session 1: Tuesday, May 6, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, May 15, 2025 | 5:30 pm - 6:30 pm (PST)

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Buy or Rent: Weighing the Pros and Cons

Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.

Session 1: Tuesday, June 3, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, June 12, 2025 | 5:30 pm - 6:30 pm (PST)

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Watch these webinars any time to learn something new!

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.

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