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Upcoming Webinars

Upcoming Webinars

From soup to nuts, we have webinars on a wide range of topics to help with your financial endeavors. Feel free to register for whichever webinar fits your financial needs.

January

ARE YOU FINANCIALLY HEALTHY?

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

Session 1: Tuesday, January 11, 2022

Time: 10:30 am PT/ 1:30 pm ET

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Session 2: Thursday, January 20, 2022

Time: 5:30 PM PT/ 8:30 PM ET

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February

YOUR IDEAL FINANCIAL HEALTH CHECK-UP

In this workshop we will introduce you to 5 easy ways to get your arms around your finances to put yourself on a path to good financial health. Along the way we will share some tips and tricks to help reduce expenses and maximize your hard-earned savings. We will include some helpful worksheets for you to use after the session as you make the IDEAL process part of your on-going lifestyle. 

Tuesday, February 1, 2022

Time: 11:00 am PT/ 2:00 pm ET

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WHAT IS HOME EQUITY?

In today's growing equity environment, understanding your home's equity is key to financial success. We will review common mis-understanding about equity and how to use the equity in your home properly.

Tuesday, February 8, 2022 

Time: 6:00 PM PT / 9:00 PM ET 

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SAVING WITH A PURPOSE

Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you and overcome barriers to achieving them.

Session 1: Tuesday, February 8, 2022 

Time: 10:30 AM PT / 1:30 PM ET 

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Session 2: Thursday, February 17, 2022 

Time: 5:30 PM PT/ 8:30 PM ET 

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LEARN ABOUT ESTATE PLANNING, WILLS AND TRUSTS

Estate planning isn’t just for the wealthy or elderly - it is for everyone. Estate planning is a process of deciding how financial, healthcare, and other family decisions are made on your behalf when you are no longer able to make those decisions yourself. Regardless of estate size or complexity, estate planning can provide many benefits for you and your family.

Wednesday, February 9, 2022 

Time: 11:00 AM PT / 2:00 PM ET 

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BUYING YOUR NEXT HOME - SOUTHERN CALIFORNIA

Whether this is your first home or plans for your next home, this webinar is to help familiarize yourself with the process to successful homeownership. Nine major steps are reviewed with all the tips, tools, and resources in-between to be prepared for the many decisions in this journey.

Wednesday, February 16, 2022 

Time: 6:00 PM PT / 9:00 PM ET 

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March

SOLVING THE MYSTERY OF CREDIT REPORTS

Credit report scores hold a lot of power—they can help buy that first home but can also take away financial opportunities. This session provides an overview of credit bureaus, credit scoring, guidance inaccuracies, improving credit scores, and dealing with identity theft and fraud.

Session 1: Tuesday, March 8, 2022

Time: 10:30 AM PT / 1:30 PM ET 

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Session 2: Thursday, March 17, 2022

Time: 5:30 PM PT/ 8:30 PM ET 

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April

ON THE ROAD TO RICHES

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Session 1: Tuesday, April 12, 2022

Time: 10:30 AM PT / 1:30 PM ET 

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Session 2: Thursday, April 21, 2022

Time: 5:30 PM PT/ 8:30 PM ET 

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May

RETIREMENT PLANNING THE BASICS

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Session 1: Tuesday, May 10, 2022

Time: 10:30 AM PT / 1:30 PM ET 

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Session 2: Thursday, May 19, 2022

Time: 5:30 PM PT/ 8:30 PM ET 

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June

REPAYING STUDENT LOANS

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.

Session 1: Tuesday, June 14, 2022

Time: 10:30 AM PT / 1:30 PM ET 

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Session 2: Thursday, June 23, 2022

Time: 5:30 PM PT/ 8:30 PM ET 

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LEARN ABOUT ESTATE PLANNING, WILLS AND TRUSTS

Estate planning isn’t just for the wealthy or elderly - it is for everyone. Estate planning is a process of deciding how financial, healthcare, and other family decisions are made on your behalf when you are no longer able to make those decisions yourself. Regardless of estate size or complexity, estate planning can provide many benefits for you and your family.

Wednesday, June 22, 2022

Time: 5:00 PM PT / 8:00 PM ET 

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From everyday finance to life’s big money moments, it’s better when you belong.