On-Demand Financial Webcasts

Mind Over Money

Abundance or scarcity mindset, which one do you have? What did you learn about money as a child or through your past experiences? In this presentation, learn to uncover the impact of your past experiences on your financial behaviors and overall wellbeing. Delve into a deeper understanding of the dynamics shaping your financial life and learn actionable strategies to transition towards a more prosperous and mindful financial future.

World of Credit

Learn about credit bureaus and credit scoring as well as how to improve your credit score. Find out how to dispute credit report inaccuracies and deal with identity theft and fraud.

Tax Time: Taking the Confusion Out of Taxes

Let’s face it - taxes are complicated. Take some confusion out of tax time as we break down the basics. Learn how to file a Federal tax return and calculate your tax liability, along with the options available if you owe and the collection process for unpaid taxes.

Your Path to Debt-Free Living

Embark on a journey towards financial freedom from debt. Gain invaluable insights and actionable steps to navigate debt management. Learn how to steer clear of new debt pitfalls, prioritize debts, and employ effective repayment strategies. Whether you're considering balance transfers, personal loans, or seeking credit counseling, this workshop equips you with the tools to conquer debt and pave the way to a brighter financial future.

Banking Basics

One of the first steps in effectively managing your finances is learning how to master your bank accounts. Join us as we discuss the differences between banks and credit unions, provide an overview of savings and checking accounts, and explore the fundamentals of online and mobile banking.

Money Skills: Preparing for Financial Independence

Graduating high school or college soon? Before you know it, you’ll be in charge of your own finances. Don’t worry, this workshop outlines financial fundamentals like setting goals, making a budget, paying bills and other real-world skills to prepare you for financial independence.

4 Decades of Saving Milestones

We discuss financial saving milestones from our 20’s through right before our retirement years to help increase our confidence as we plan for our futures.

Earning Your Money

If you are ready to start earning money, learn how to find sources of income now, and how to work towards higher paying or more fulfilling work in the future. We’ll also cover how to understand your first paycheck and what to do with it.

Transforming Your Finances through Gratitude

Join us as we discuss how practicing gratitude and weighing out needs versus wants can significantly impact our finances and our overall well-being.

Mastering the Gig Economy

If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, saving, and more.

Saving with 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.

Retirement Planning: The Basics

Retirement is something most people look forward to but may not have planned well in advance for. 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.

College Financing 101

Whether you're a student planning for the future or a parent navigating the financial landscape, this workshop is your key to navigating and understanding the college financing process. Join us as we explore strategies to reduce college expenses, delve into various educational savings accounts, and discuss steps to securing financial aid.