Events & Workshops
Webinars
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
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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BALANCE Webinar: Are you Financially Healthy
We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also confidentially determine your Financial Health Score and the steps to improve that score.
Session 1: Tuesday, April 8, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, April 17, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: Managing Money for a Healthier Mind
Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how to create a balanced approach to money management, build financial resilience, and reduce anxiety around financial decisions.
Session 1: Tuesday, May 6, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, May 15, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: Buy or Rent: Weighing the Pros and Cons
Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.
Session 1: Tuesday, June 3, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 12, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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