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

Ten Steps to Improve Financial Wellness (Live)

We all measure financial success differently, but all paths getting 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.

Tuesday, January 6, 2026  |  10:30 am (PT) / 1:30 pm (ET)
and
Thursday, January 15, 2026  |   2:00 pm (PT) / 5:00 pm (ET)

REGISTER!

 

On the Road to Riches: The Foundations of Saving and Investing (Live)

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.

Tuesday, February 3, 2026  |  10:30 am (PT) / 1:30 pm (ET)
and
Thursday, February 12, 2026  |   2:00 pm (PT) / 5:00 pm (ET)

REGISTER!

 

21 Ways to Trim Your Budget (Live)

Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more.

Tuesday, March 3, 2026  |  10:30 am (PT) / 1:30 pm (ET)
and
Thursday, March 12, 2026  |   2:00 pm (PT) / 5:00 pm (ET)

Link Coming Soon!

 

 

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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