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 January, February and March! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat.
Basics of Personal Finance
Whether you're just starting your financial journey or looking to sharpen your money management skills, this webinar will equip you with practical tools and strategies to help you achieve your financial goals. Learn how to create a budget that works, understand the importance of emergency funds, explore different investment options, and discover ways to reduce and manage debt effectively.
Session 1: Tuesday, January 7, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, January 16, 2025 | 5:30 pm - 6:30 pm (PST)
Unleashing the Power of Credit
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.
Session 1: Tuesday, February 11, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, February 20, 2025 | 5:30 pm - 6:30 pm (PST)
Tap into Wise Credit Card Use
Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various card types, interest rates, and fees, to finding the card that best suits your needs. Uncover practical strategies for budgeting and managing debt that empower you to use credit cards responsibly.
Session 1: Tuesday, March 11, 2025 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, March 20, 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.