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)
- 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.
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 Wellness
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:
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:
Story Time Videos
Our team reads fun and educational children's stories to teach them financial concepts.
Mi Pequeño Piggy (My Little Piggy), por Michelle Giraldo y Isaac Rubio
Una Bicicleta Como La de Sergio (A Bike Like Sergio’s), por Maribeth Boelts