Your Path to Financial Fitness Starts Here
We care about your financial wellness. That’s why we’ve partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education and resources to help with your fiscal matters. BALANCE can assist with confidential, no-cost financial counseling services to help you develop a sensible budget managing spending and debt. For all your financial life stage changes and more, we—in partnership with BALANCE—are here to help.
To speak with a counselor, call toll-free 888-456-2227. Monday–Thursday 5 AM–8 PM, Friday 5 AM–5 PM, Saturday 8 AM–5 PM (Pacific Time)
FREE WEBINARS
We're very excited to announce our free upcoming webinars! Reserve your virtual seat today.
March - 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.
April - Teens and Money
Young adults are primed to soak in new information. It’s a great time to guide them to money management techniques that can last a lifetime. Attendees will learn managing money effectively, preparing for common upcoming bills, opening checking and savings accounts, establishing credit (and use it wisely), and looking at investing options.
May - 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.
June - 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, 1:30 pm ET
Session 2: Thursday, June 13, 8:30 pm ET
July - 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, 1:30 pm ET
Session 2: Thursday, July 18, 8:30 pm ET
August - After Identity Theft
If you’re a victim of identity theft or just want to stay prepared, this workshop is a must. You’ll learn about the different types of identity theft as well as proven steps you can take to minimize its impact.