We will be closed on Thursday, November 27 for Thanksgiving.
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Events & Workshops
Webinars
BALANCE Webinar: Sleighing the Holiday Season
It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future debt traps.
Tuesday, December 9, 2025
Time: 9:30 a.m. PT / 12:30 p.m. ET
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Thursday, December 18, 2025
Time: 4:30 p.m. PT / 7:30 p.m. ET
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BALANCE Webinar: Ten Steps to Improve Financial Wellness
We all measure financial success differently, but all paths getting 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.
Tuesday, January 6, 2026
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Thursday, January 15, 2026
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: The Foundations of Saving and Investing
Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.
Tuesday, February 3, 2026
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Thursday, February 12, 2026
Time: 5:30 p.m. PT / 8:30 p.m. ET
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