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!
Webinars de español gratis | FREE Spanish Webinars
Explore cuatro seminarios web grabados sobre bienestar financiero, presentados en español y disponibles a petición.
Explore four recorded financial wellness webinars presented in Spanish and available on demand:
15 DE SEPTIEMBRE
Fundamentos del bienestar financiero
22 DE SEPTIEMBRE
Diez pasos para mejorar su bienestar financiero
29 DE SEPTIEMBRE
Camino a la riqueza: Los fundamentos
del ahorro y la inversión
6 DE OCTUBRE
Presupuesto consciente: Alinee sus
gastos con sus valores
Current Webinars
We’re excited to announce our FREE webinars for September and October! Our webinars are open to everyone and packed with useful information. Make sure to reserve your virtual seat!
Buy It or Lease It? Driving Through Your Options (Live)
Purchasing or leasing a vehicle is a decision that impacts your budget, lifestyle, and long-term financial goals. In this informative workshop, we’ll navigate the pros, cons, and hidden considerations behind each choice. Whether you’re looking for a personal car or an upgrade, you’ll gain the insights you need to make a confident, informed decision.
Tuesday, September 1st | 10:30 am (PT) / 1:30 pm (ET)
Thursday, September 10th | 2:00 pm (PT) / 5:00 pm (ET)
REGISTER!
Tap Into Wise Credit Card Use
Credit cards are part of everyday life but using them well requires more than knowing the basics. This session helps participants understand the habits and mindsets that shape their spending—and how small changes can make credit cards work for them, not against them. This session offers clear guidance, practical tips, and simple ways to build healthier credit behaviors that support long-term financial confidence.
Tuesday, October 6th | 10:30 am (PT) / 1:30 pm (ET)
Thursday, October 15th | 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.