Webinars

We’re very excited to announce our free webinars for May, June, July and August! Whether you’re an employee, member or friend, our webinars are packed with useful info, and are open to everyone. Just make sure to reserve your virtual seat.

Select Sign Up to register and click Show in My Time Zone to view the session time based on your location.


MAY — STOCK MARKET BASICS

Many financial planners say it’s wise to invest your savings in the stock market rather than leave your money in a low-interest account. Before you jump into the stock market, it’s important to know that investing in stocks comes with risks. This workshop provides the basics needed to get a clear understanding of the stock market, the risks involved, ways to reduce risks, how to buy stocks, and how to maintain your account.

Session 1: Tuesday, May 7, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, May 16, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up


JUNE — THE SANDWICH GENERATION

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

Session 1: Tuesday, June 4, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, June 13, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up


JULY — PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers. To help prepare 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, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, July 25, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up


AUGUST — ON THE ROAD TO RICHES: THE BASICS OF SAVING AND INVESTING

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Session 1: Tuesday, August 6, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
Sign Up

Session 2: Thursday, August 15, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
Sign Up

If you would like a customized webinar topic or have questions, contact us at 800.808.4327 or email partner-relations@balancepro.org.