Webinars

We’re very excited to announce a pair of FREE Spanish language financial education webinars to celebrate Hispanic Heritage Month. Our webinars are open to everyone and packed with useful, relevant information. Click on the register buttons below to reserve your virtual seat today!

Nos complace anunciar un par de seminarios web GRATUITOS de educación financiera en español para celebrar el Mes de la Herencia Hispana. Nuestros seminarios web están abiertos a todos y están repletos de información útil y relevante. ¡Haga clic en los botones de registro a continuación para reservar su asiento virtual hoy mismo!

Ten Steps to Financial Success (10 pasos para alcanzar el éxito financiero)
Thursday, September 25, 2025 (jueves, 25 de septiembre de 2025) | 10:30 am PDT

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs and other tools that will help get on the road to personal financial success.

Todos medimos el éxito financiero de manera diferente, pero todos los caminos para alcanzarlo requieren disciplina y metas. Esta sesión enseña a los participantes formas de control financiero, incluyendo el desarrollo de un plan de gastos, la creación de objetivos, la evaluación de las necesidades de seguros y otras herramientas que ayudarán a avanzar hacia el éxito financiero personal.

Register Now / Regístrate ahora

Unleashing the Power of Credit (Liberando el poder del crédito)
Thursday, October 9, 2025 (jueves, 9 de octubre de 2025) | 10:30 am PT

Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their effects on your financial well-being. Discover the various types of credit, the factors that shape your credit score, and effective strategies for building, maintaining, or improving your credit.

El crédito es una herramienta financiera valiosa, pero saber cómo funciona es crucial para que te beneficie. Esta sesión profundiza en los aspectos fundamentales del crédito, incluyendo las puntuaciones crediticias, los informes crediticios y sus efectos en tu bienestar financiero. Descubre los diferentes tipos de crédito, los factores que influyen en tu puntuación crediticia y estrategias efectivas para construir, mantener o mejorar tu crédito.

Register Now / Regístrate ahora

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 September! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat. 

Finances for New Families

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Session 1: Tuesday, September 9, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, September 18, 2025 | 5:30 pm - 6:30 pm (PST)

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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.