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 July, August and September! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat.
Mastering the Gig Economy
If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, savings, and more.
Session 1: Tuesday, July 8, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, July 17, 2025 | 5:30 pm - 6:30 pm (PST)
Raising a Money Smart Kid – Back to School Edition
Earning money, spending and saving 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.
Session 1: Tuesday, August 12, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, August 21, 2025 | 5:30 pm - 6:30 pm (PST)
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)
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.