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Seminars to Help you Succeed

Make sense of an ever-changing financial world with our in person or virtual seminars customized to fit your needs and setting.

We have interactive programs for all ages available in English or Spanish – great for classrooms, community organizations, businesses, and more!


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Popular Seminars

  • Guide to Financial Wellness – Introductory concepts including money management, establishing and sticking to a budget, maximizing credit opportunities, ways to avoid debt, and an overview of investment options.
  • Crash Course in Credit – Learn the basics of credit, how to access your credit report, what makes up your credit score, what lenders are looking for when they evaluate credit, and more.
  • Holiday Spending and Saving – Pick up our tips on how to plan, budget, and save for your holidays – bringing you less stress and more enjoyment throughout the year! These tips are great for other big events, too!
  • Dealing with Financial Stress – Identify common financial stressors that you may be able to avoid. You’ll also learn helpful tactics for navigating stressful situations and steps to take towards good financial standing.

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Interactive and Hands-on Activities

  • Envisioning with Visions (Any age) – A fun, guided activity to develop a “vision board” that represents your goals and dreams. One of our team members will guide participants through this activity while discussing the importance of finances, motivation, and planning.
  • Financial Wellness Bingo (Ages 13 and up) – This lighthearted financial wellness game uses vocabulary related to business, personal finance, and even credit to enrich the participants’ financial knowledge.
  • Save, Spend, Share Bingo (Ages 5-12) – This clever, interactive Bingo game familiarizes kids with basic financial wellness terms while participating in a fun and friendly game.
  • Save, Spend, and Share with Kirby Kangaroo (Ages 5-12) – Healthy finances start with strong foundations. Our team will work with you to find a story that’s right for your group and pair it with hands on activities to help teach children to manage their money through the principles of saving, spending, and sharing.

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We also collaborate in the classroom!

Our in-school presentations will align with the financial literacy education standards in your state and easily integrate into Math, English, and Social Studies classrooms for Pre-K through Grade 12. Ask our team for details.


Seminars are available upon request and free of charge.

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Live Webinars presented by BALANCE logo

We've partnered with the industry-leading BALANCE to provide additional free webinars to support you on your path to financial fitness.

View and register for upcoming webinars


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