Webinars
Stay financially informed.
We’re here to give you the tools and resources you need to make confident financial choices. That’s why, in partnership with BALANCE, we offer free financial webinars packed with practical advice to help you reach your goals.
Upcoming Webinars
October
Tap Into Wise Credit Card Use
Credit cards are part of everyday life but using them well requires more than knowing the basics. This session helps participants understand the habits and mindsets that shape their spending—and how small changes can make credit cards work for them, not against them. This session offers clear guidance, practical tips, and simple ways to build healthier credit behaviors that support long-term financial confidence.
Session 1: October 6, 2026
Time: 10:30 a.m. PT
Session 2: October 15, 2026
Time: 2:00 p.m. PT
November
The Sandwich Generation: Strategies for Multigenerational Caregivers
Caring for both children and aging loved ones can strain time, finances, and emotional wellbeing. This workshop helps multigenerational caregivers understand competing financial demands, plan proactively, and access resources. Participants learn strategies to reduce stress, set boundaries, and support stability for themselves and their families.
Session 1: November 10, 2026
Time: 10:30 a.m. PT
Session 2: November 19, 2026
Time: 2:00 p.m. PT
December
Unwrapping the Holiday Scam Season
Scammers are especially active during busy and high-spending times of year. This engaging workshop helps participants recognize common seasonal scams, understand red flags, and protect themselves during the holidays. Through real-world examples and practical prevention tools, participants learn how to stay alert, avoid fraud, and enjoy the season with greater peace of mind.
Session 1: December 1, 2026
Time: 10:30 a.m. PT
Session 2: December 10, 2026
Time: 2:00 p.m. PT
Knowledge is powerful.
Understanding how to manage your money shouldn’t be complicated. Here’s a variety of topics designed to build your knowledge so you can make the best financial decisions possible.
Have questions?
We’re here for you.