Webinars

Grab your pen and notepad. Your popcorn and VR glasses. Our event is about to begin.

FREE Spanish Webinars

We’re very excited to announce a series of four FREE Spanish language financial education webinars to celebrate Hispanic Heritage Month. Our webinars are open to everyone and packed with useful, relevant information. Click on the register buttons below to reserve your virtual seat today! 

Basics of Personal Finance
(Fundamentos de las finanzas personales)

Wednesday, 9/21/2022 | 4:00 pm PST 

From managing daily expenses to investing for retirement, this session helps participants set personal finance goals, learn the basics of smart money management, and build a solid financial foundation for the future.

Desde la gestión de los g astos diarios hasta la in versión para la jubilación, estas sesiones ayudan a los participantes a establecer metas financieras personales, aprender los fundamentos de la gestión financiera inteligente y construir una base financier a sólida para el futuro.

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Solving the Mystery of Credit Reports
(Resolución del Misterio de los Informes de Crédito)

Tuesday, 9/27/2022 | 5:00 pm PST 

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.

Las calificaciones de los informes de crédito tienen mucho poder: pueden ayudar a comprar esa primera casa, pero también pueden alejar oportunidades financieras. Esta sesión brinda una descripción general de las agencias de crédito, la calificación crediticia, la orientación para disputar errores, la mejora de la calificación crediticia y el manejo del fraude y el robo de identidad.

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Drive Away Happy: Car Buying Decisions
(Conduzca feliz: Decisiones para Comprar un Automóvil)

Thursday, 10/6/2022 | 6:00 pm PST 

Getting a car can be overwhelming and stressful with all the decisions to make: new or used; buy or lease; zero percent financing or rebate (not to mention what color to pick). Participants will learn tips and tricks to have the best car shopping experience possible, while also making wise financing decisions.

Comprar un automóvil puede ser abrumador y estresante con todas las decisiones que debe tomar: nuevo o usado; comprar o arrendar Cero por ciento de financiamiento o reembolso (sin mencionar la elección del color). Los participantes aprenderán consejos y trucos para tener la mejor experiencia posible en la compra de automóviles, al mismo tiempo que toman decisions acertadas de financiamiento.

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Becoming a Homeowner
(Convertirse en Propietario de una Casa)

Tuesday, 10/11/2022 | 5:00 pm PST 

Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process.

La propiedad de una casa comienza mucho antes de la firma del contrato; la preparación es una de las claves fundamentales para tener un proceso de compra sin problemas. Esta sesión cubre todos los temas principales previos a la compra tales como el presupuesto, la entrega del anticipo, los informes de crédito, relación deuda/ingreso, y el proceso del préstamo hipotecario.

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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!

There's still time to catch this upcoming webinar in September!:

Personal Finance for College Students

College education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about using credit wisely, developing a positive credit history and score, creating and managing their own budget, ways to track spending, and options for student loan repayment. 

Thursday, September 22, 2022 | 5:30 pm - 6:30 pm (PST)

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We’re very excited to announce our free webinars for October, November, and December! Our webinars are open to everyone and packed with useful information. Just make sure to reserve your virtual seat. 

Breezing Through the Holidays

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future. 

Session 1: Tuesday, October 11, 2022 |  10:30  am - 11:30 am (PST)
Session 2: Thursday, October 20, 2022 | 5:30 pm - 6:30 pm (PST)

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Using Credit Cards Wisely

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.

Session 1: Tuesday, November 8, 2022 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, November 17, 2022 | 5:30 pm - 6:30 pm (PST)

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Planning for Money Milestones

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s young adults for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more! 

Session 1: Tuesday, December 13, 2022 | 10:30 am - 11:30 am (PST)
Session 2: Thursday, December 22 | 5:30 pm - 6:30 pm (PST)

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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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