Events & Workshops

Webinars

BALANCE Webinar: Raising A Money Smart Kid - Back to School Edition

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Session 1: Tuesday, August 12, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, August 21, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: Finances for New Families

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Session 1: Tuesday, September 9, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, September 18, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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BALANCE Webinar: Federal vs Private Student Loans

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

Session 1: Tuesday, October 7, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, October 16, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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