Explore our upcoming workshops and watch past recordings.
Can't make a webinar? If a workshop topic you're interested in doesn't fit into your schedule, register to receive an email with the webinar recording, slides, and follow-up resources.
¡Tenemos talleres financieros y en español! Vea los temas.
Upcoming Workshops
Financial Kickoff: Budgeting and Goal-Setting for the New Year
January 13, 2026, at 12:00 pm
Start your year strong—this Financial Kickoff session will help you reset your finances, set money priorities, and create a practical plan to stay on track. By the end of this webinar, you’ll learn to:
- Define clear, achievable financial goals for the year ahead
- Build a personalized budget that balances income, expenses, savings, and debt
- Create a 30-day kickoff action plan to start implementing right away
How Our Money Stories Influence Our Relationships
February 4, 2026 at 12:00 pm
Learn how your money script (or money personality) is formed, and how it can influence your relationships. Then, learn how to create shared financial goals with the people you care about. By the end of this webinar, you will:
- Identify your personal money script and understand how it affects your financial decisions
- Recognize how different money stories can create tension or harmony in relationships
- Practice tools for open, healthy financial communication with a partner or loved one
Tax Time Without Stress: Filing Basics & Tax Credits Explained
March 4, 2026 at 12:00 pm
Learn how to prepare for filing your taxes efficiently and understand the available tax credits that can save you money. This workshop will provide practical tools to simplify the process and maximize your benefits. Make your taxes work in your favor!
Past Workshops
Shield Your Finances: Practical Tools for Fraud Prevention
Protect your money, identity, and peace of mind from increasingly sophisticated threats. This webinar will teach you how to identify common fraud schemes and protect yourself from financial loss.
By the end of this webinar, you'll learn to:
- Understand common types of fraud and recognize red flags
- Implement practical fraud prevention tips
- Access resources and support
What is Generational Wealth—and Why It Matters
Generational wealth goes beyond money—it includes the values, knowledge, and resources we pass down. This webinar helps wealth builders understand how to create a legacy through intentional planning and everyday choices.
By the end of this webinar, you'll learn to:
- Define generational wealth beyond just money and assets
- Identify non-financial tools for building and transferring wealth
- Take one step toward creating a personal and financial legacy
Making the Most of Every Dollar
Learn how to take control of your money with simple, practical tools for budgeting and banking. This webinar is perfect for anyone looking to maximize their income and build strong financial habits. We'll cover easy ways to track spending, and different budgeting methods.
By the end of this webinar, you'll learn to:
- Track daily and weekly spending to understand where their money goes
- Compare budgeting methods and choose one that fits their lifestyle
- Create a simple budget to start using right away
Financial Foundations: Mastering Banking Basics
Learn the essentials of managing money confidently by setting financial goals, and explore the basics of budgeting, credit management, and fraud prevention. This foundational webinar will help you take the first steps towards financial freedom.
By the end of this webinar, you'll learn to:
- Recognize the importance of setting strong financial goals
- Learn about different types of bank accounts and their uses
- Get introduced to online and mobile banking
Smart Saving Strategies for Every Life Stage
Learn simple, practical ways to save at any age or income level. This webinar covers emergency funds, retirement accounts, and saving for your child’s future—whether you’re just starting out or starting over.
By the end of this webinar, you'll learn to:
- Understand the difference between emergency, short-term, and long-term savings.
- Learn the basics of 401(k), IRA, and Roth IRA accounts.
- Identify simple ways to begin saving for a child’s future.
Investing for Beginners
Learn the basics of investing and how to start building long-term wealth—even with small amounts. This beginner-friendly webinar breaks down account types, investment options, and how to match your strategy to your goals.
By the end of this webinar, you'll learn to:
- Understand the difference between saving and investing.
- Identify key investment account types (401(k), Roth IRA, brokerage).
- Explore beginner, lower-cost investment options.
Side Hustles and Wealth Building
Explore how side hustles can boost your income and support wealth building. Learn practical ways to start small, avoid scams, and manage extra earnings wisely.
By the end of this webinar, you'll learn to:
- Evaluate personal skills, interests, and resources to identify a realistic side hustle.
- Recognize common pitfalls and scams in the gig economy.
- Apply basic financial strategies to track, save, and plan for taxes on supplemental income.
Credit Confidence: Build a Strong Financial Future
Learn how building a good credit score can open the door to better financial opportunities and even save you money in the long run. In this webinar, we’ll review the components of a credit report and identify ways to improve or maintain a strong score.
By the end of this webinar, you'll learn to:
- Understand and access your credit reports.
- Develop strategies for improving your credit score.
- Take steps to monitor and protect your credit.
Debt Reduction Blueprint: Your Guide to Financial Freedom
Break free of the stress and anxiety of debt and use your money to build the life you truly want. This webinar will help you develop a strategy to manage and pay down debt for good.
By the end of this webinar, you'll learn to:
- Understand the different types of debt.
- Learn the cost of borrowing.
- Assess personal debt and create a debt repayment plan.
Retire Ready: Building Your Path to Financial Freedom
Planning early for retirement can pave the way to financial independence later in life. Don’t leave your future to chance—this webinar will give you the tools to build a thoughtful retirement strategy.
By the end of this webinar, you'll learn to:
- Understand the importance of retirement planning.
- Explore retirement savings options and identify key retirement income sources.
- Recognize common retirement planning mistakes.