Presentations to help you succeed

Our Financial Wellness Team can help you make sense of an ever-changing financial world by providing in person and virtual seminars on a variety of topics, including basic money management, budgeting, credit building and repair, and much more.

Best of all, our presentations are available in both English and Spanish. Here are some of our most popular programs:

Young Adults and Adults (13 and Up)Man Teaching

  • Financial Wellness for Entrepreneurs
  • Financial Wellness Adult Bingo
  • Envisioning with Visions
  • Financial Wellness Counseling

Youth (5-12)

  • Save, Spend, and Share with Kirby Kangaroo
  • Save, Spend, Share Bingo
  • Envisioning with Visions – Kids' Edition

Don't see the topic you're looking for?

Our team can help create a lesson that works for you and your needs.

Email Us Today!


Videos, webinars, infographics, and more

Looking for some financial education at your own pace? Browse these resources to learn about a range of topics.


Webinars

All webinars are available upon request and free of charge. Here are some of our most popular topics but – if you don't see what you're looking for – you can contact the education team anytime.

Upcoming Webinars (presented by BALANCE):

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
Sign Up

Session 2: Thursday, January 20, 2022
Time: 5:30 pm PT / 8:30 pm ET
Sign Up

February
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
Sign Up

Session 2: Thursday, February 17, 2022
Time: 5:30 pm PT / 8:30 pm ET
Sign Up

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 to dispute 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
Sign Up

Session 2: Thursday, March 17, 2022
Time: 5:30 pm PT / 8:30 pm ET
Sign Up

Visit the BALANCE website to learn more!

Additional Webinars

General Financial Wellness:

  • Guide to Financial WellnessTeen on Laptop

  • Crash Course in Credit

  • Identity Theft

  • Couponing

  • The Basics of Banking

  • The Basics of Budgeting

  • Holiday Spending and Saving

  • Dealing with Financial Stress

  • Steps to Becoming a Homeowner

Entrepreneurship:Man Learning

  • Business Budgeting

  • Navigating Banking as an Entrepreneur

  • Building and Understanding Business Credit

  • Business Lending and Loan Scams

  • Making Sense of Cash Flow

  • Financial Statements for Small Businesses


Cash Clips

Our own educational videos on YouTube, highlighting a variety of topics, including:

More Cash Clips


Story Time Videos

Our team reads fun and educational children's stories to teach them financial concepts.


Don't see what you're looking for?

Email Us Today!