Events & Workshops

Webinars

BALANCE Webinar: 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
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Session 2: Thursday, May 23, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: 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
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Session 2: Thursday, June 13, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: 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
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Session 2: Thursday, July 18, 2024
Time: 5:30 p.m. PT / 8:30 p.m. ET
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