Webinars

We’re very excited to announce our free webinars series for 2023 and 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.

DECEMBER – IDENTITY THEFT SOLUTIONS

Identity theft is becoming more common and sophisticated than ever. Session participants will learn the methods that identity thieves use to access confidential information, tools for preventing ID theft, and steps to take should identity theft occur.

Session 1: Tuesday, December 5, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, December 14, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

JANUARY – TEN STEPS TO FINANCIAL SUCCESS

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.

Session 1: Tuesday, January 9, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, January 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

FEBRUARY – 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.

Session 1: Tuesday, February 13, 2024
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, February 22, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, March 21, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, April 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, May 23, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, June 13, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, July 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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
Sign Up

Session 2: Thursday, August 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up