Financial Wellness Seminars

Check out our list of upcoming seminars! Don't see what you're looking for? Check out our Wallet Wellness page or contact our education team anytime.

hands holding piggy bank and walletBilingual Financial Wellness Workshops
(Talleres de Bienestar Financiero)

Saturday, April 22 (Sábado, Abril 22)
10am - 4pm

Ibero Community Resource Center at El Camino
(Centro de Recursos Comunitario de Ibero en El Camino)
216 Clifford Ave. • Rochester, NY 14621

Speaker (Expositora): Elaine Hanford, Howard Hanna Realtor

  • Guide to Financial Wellness and Budgeting (Guía de bienestar financiero y presupuesto)
    10:30am - 11:30am
  • Crash Course in Credit (Curso intensivo de crédito)
    12:00pm - 1:30pm
  • Steps to Homeownership (Pasos para ser propietario de vivienda)
    2:00pm - 4:00pm

Click here to register (Haga clic aquí para registrarse)!

For more information contact (Para más información, llame a):
Nadia Paulino - 800.242.2120 ext. 36604
Mariel Rincon - 800.242.2120 ext. 36602

Upcoming Webinars (presented by BALANCE):

We've partnered with the industry-leading BALANCE to provide free, accessible webinars to help you with your financial journey.

April

Raising a Money Smart Kid
Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Session 1: Tuesday, April 11, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, April 20, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

May

Financially Savvy Seniors
Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more.

Session 1: Tuesday, May 9, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, May 18, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

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 13, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 22, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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