Events & Workshops

Webinars


BALANCE Webinar: 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.
Whether you’re just starting your financial journey or looking to sharpen your money management skills, this webinar will equip you with practical tools and strategies to help you achieve your financial goals. Learn how to create a budget that works, understand the importance of emergency funds, explore different investment options, and discover ways to reduce and manage debt effectively.

Session 2: Thursday, January 16, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET

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BALANCE Webinar– Unleashing the Power of Credit

Credit is a valuable financial tool, but knowing how it works is crucial to making it work for you. This session delves into the fundamental aspects of credit, including credit scores, credit reports, and their effects on your financial well-being. Discover the various types of credit, the factors that shape your credit score, and effective strategies for building, maintaining, or improving your credit.

Session 1: Tuesday, February 11, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, February 20, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar– Tap into Wise Credit Card Use

Much like driving a car, understanding the rules and best practices of credit card use can significantly impact your financial journey. In this session, uncover the essentials of using credit cards wisely, from exploring various card types, interest rates, and fees, to finding the card that best suits your needs. Uncover practical strategies for budgeting and managing debt that empower you to use credit cards responsibly.

Session 1: Tuesday, March 11, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, March 20, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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