Webinars

We’re very excited to announce our free webinars series! 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.

DECEMBER – 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, December 13, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, December 22, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET

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JANUARY – BASICS OF PERSONAL FINANCE

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.

Session 1: Tuesday, January 10, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, January 19, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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FEBRUARY – 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, February 14, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, February 23, 2023

Time: 5:30 p.m. PT / 8:30 p.m. ET
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MARCH – UNDERSTANDING CREDIT

Credit: Many want it but how do you get it? This session covers all aspects of becoming an educated credit consumer, including how lenders evaluate for credit approval, factors that impact credit qualification, how credit scoring works, and ways money management today impacts credit standing tomorrow

Session 1: Tuesday, March 14, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, March 23, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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APRIL – RAISING A MONEY SMART KID

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Session 1: Tuesday, April 11, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, April 20, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET

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MAY – FINANCIALLY SAVVY SENIORS

Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more.

Session 1: Tuesday, May 9, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, May 18, 2023
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 13, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 23, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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