Webinars
Get in the know!
We’re very excited to share
our complimentary educational
financial webinars! Whether you’re
an employee, member, client or
friend, our webinars are packed with
useful information on important
financial topics for everyone.
Just make sure to reserve your virtual
seat through the RSVP buttons below!
Upcoming Webinars
May 2024
Retirement Planning Later in Life
Retirement is 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. This webinar is presented by Balance.
May 14, 2024 | Time: 1:30-2:30 pm
May 23, 2024 | Time: 8:30-9:30 pm
June 2024
Becoming a Homeowner
Home ownership starts well before the contracts are signed, and 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. This webinar is presented by Balance.
June 4, 2024 | Time: 1:30-2:30 pm
June 13, 2024 | Time: 8:30-9:30 pm
July 2024
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. This covers SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more! This webinar is presented by Balance.
July 9, 2024 | Time: 1:30-2:30 pm
July 18, 2024 | Time: 8:30-9:30 pm
