Webinars
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 May, June and July! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat.
Becoming a Homeowner I – Preparing for Homeownership (Live)
Buying a home is one of the biggest financial decisions you’ll ever make—and preparation is key. This session focuses on helping you understand what it takes to be ready for homeownership, from assessing your financial situation to navigating the pre-purchase process. You’ll gain the tools and knowledge you need to confidently take your first steps toward owning a home.
Tuesday, May 5th | 10:30 am (PT) / 1:30 pm (ET)
and
Thursday, May 14th | 2:00 pm (PT) / 5:00 pm (ET)
REGISTER!
Becoming a Homeowner II – The Mortgage & Buying Process (Live)
Once you’re financially ready, the next step is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer and closing on your home.
Tuesday, June 2nd | 10:30 am (PT) / 1:30 pm (ET)
and
Thursday, June 11th | 2:00 pm (PT) / 5:00 pm (ET)
REGISTER!
Mindful Budgeting: Aligning Spending with Your Values (Live)
Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, supports your goals, and helps you stay on track. Participants will learn how to set short- and long-term financial goals, allocate income intentionally, and create a budget that sticks.
Tuesday, July 7th | 10:30 am (PT) / 1:30 pm (ET)
and
Thursday, July 16th | 2:00 pm (PT) / 5:00 pm (ET)
REGISTER!
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.