Webinars

We’re very excited to announce our free webinars series for 2024! Whether you’re an employee, member, customer, client or friend, our webinars are packed with useful info, and are open to everyone. Just make sure to reserve your virtual seat.

Select Sign Up to register and click Show in My Time Zone to view the session time based on your location. When prompted please enter the above organization as your referring organization.

 

MARCH – 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.

Session 1: Tuesday, March 12, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, March 21, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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APRIL – TEENS AND MONEY

Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and use it wisely), and looking at investing options.

Session 1: Tuesday, April 9, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, April 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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MAY – RETIREMENT PLANNING LATER IN LIFE

It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.

Session 1: Tuesday, May 14, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, May 23, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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JUNE – BECOMING A HOMEOWNER

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.

Session 1: Tuesday, June 4, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 13, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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JULY – PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” 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, July 9, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, July 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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AUGUST – AFTER IDENTITY THEFT

If you’re a victim of identity theft or just want to stay prepared, this workshop is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.

Session 1: Tuesday, August 13, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, August 22, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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SEPTEMBER – FINANCES FOR SMALL BUSINESS OWNERS

Entrepreneurship is stronger than ever. This session covers all the financial aspects of starting and running a small business. Topics include: types of legal entity structures, writing a business plan, bookkeeping, paying taxes, and everything in-between.

Session 1: Tuesday, September 10, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, September 19, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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OCTOBER – FAFSA: THE KEY TO UNLOCKING FINANCIAL AID

The Free Application for Federal Student Aid (FAFSA) is a government form that streamlines the financial aid process, which can help reduce your student loan burden. This workshop covers FAFSA basics, as well as provides insight into the application process, how to complete the FAFSA online, federal requirements, and receiving and maintaining federal financial aid.

Session 1: Tuesday, October 8, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, October 17, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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NOVEMBER – UNWRAPPING THE HOLIDAY SCAM SEASON

Don’t let scammers steal your holiday spirit! Unwrap knowledge and tools needed to protect you and your loved ones from holiday scammers. Learn how to identify the red flags, utilize safe online shopping techniques and the steps to take if you do become a victim.

Session 1: Tuesday, November 12, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, November 21, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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DECEMBER– 21 WAYS TO TRIM YOUR BUDGET

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.

Session 1: Tuesday, December 10, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, December 19, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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