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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

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


August 2024
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. Identity theft affects millions, and it’s important to stay aware and learn how to protect yourself. This webinar is presented by Balance.

Aug. 13, 2024 | Time: 1:30-2:30 pm
Aug. 22, 2024 | Time: 8:30-9:30 pm


September 2024
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. This webinar is presented by Balance.

Sept. 10, 2024 | Time: 1:30-2:30 pm
Sept. 19, 2024 | Time: 8:30-9:30 pm


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