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Financial Wellness Webinars

Learn how to achieve your goals with the free financial webinars below.
Woman at laptop taking notes

Go further with free virtual financial wellness classes.

  • Personal finance tips
  • Money saving hacks
  • Hands-on learning activities
  • Personalized advice

Select from our many different topics and times below, and be sure to add them to your calendar. Whenever it's time, be sure to come back to this page to access your financial wellness webinar.

January 2023

January 4th - Building a Better Budget

A budget is a powerful tool for establishing financial control. After identifying goals, participants learn how to track spending and design a realistic budget that allows them to live within their means and save. Participants will also discuss tips for sticking to the budget.


10:00 - 10:45 a.m. | 12:00 - 12:45 p.m. | 3:00 - 3:45 p.m.
 

January 4th - Como Mejorar su Presupuesto

Un presupuesto es una herramienta poderosa para establecer el control financiero. Después de identificar las metas, los participantes aprenden cómo realizar un seguimiento de los gastos y diseñar un presupuesto realista que les permita que vivan dentro de sus posibilidades y ahorren. Los participantes también discutirán consejos para apegarse al presupuesto.

6:00 - 6:45 p.m.


How do I access the seminar?

Click on the class and time that best works for you and register using your name and valid email address.

After registering, you will receive an email with your unique link to join. You will also be provided with options to call into the session by phone. Then it's as simple as clicking on join when it's time for the session to begin.

February 2023

February 1st - Basics of Stock Investing

Many financial planners say it’s wiser to invest our money than it is to leave it in a Savings account. As today’s technology makes stock investing so accessible, it’s critical that we understand the dynamics of the stock market in order to properly weigh the risks that come with trading. This seminar overviews the basics of the stock market, how to read a stock quote, and what to consider when starting or managing a stock portfolio.


10:00 - 10:45 a.m. | 12:00 - 12:45 p.m. | 3:00 - 3:45 p.m.
 

February 1st - Los fundamentos de la Inversión en Acciones

Muchos planificadores financieros dicen que es más inteligente invertir nuestro dinero que dejarlo en una cuenta de ahorros. Dado que la tecnología actual hace que la inversión en acciones sea tan accesible, es fundamental que entendamos la dinámica del mercado de valores para sopesar adecuadamente los riesgos que conlleva el comercio. Este seminario describe los conceptos básicos del mercado de valores, cómo leer una cotización de acciones y qué considerar al iniciar o administrar una cartera de acciones.

6:00 - 6:45 p.m.


How do I access the seminar?

Click on the class and time that best works for you and register using your name and valid email address.

After registering, you will receive an email with your unique link to join. You will also be provided with options to call into the session by phone. Then it's as simple as clicking on join when it's time for the session to begin.

March 2023

March 1st - Solving the Mysteries of Credit

Credit reports and credit scores are increasingly important to our lives. They affect the cost of credit we receive, where we live, insurance rates we pay – even the jobs we can get. This seminar reviews the reporting and scoring process, consumer rights and responsibilities, recovering from inaccuracies, and how to guard against identity theft. Understanding these concepts will help participants to establish, maintain, and protect a strong credit history and good credit score.


10:00 - 10:45 a.m. | 12:00 - 12:45 p.m. | 3:00 - 3:45 p.m.
 

March 1st - Resolviendo Misterios de los Reportes de Crédito

Los informes de crédito y los puntajes de crédito son cada vez más importantes para nuestras vidas. Afectan el costo del crédito que recibimos, el lugar donde vivimos, las tasas de seguro que pagamos e incluso los trabajos que podemos conseguir. Este seminario revisa el proceso de reporte y calificación, los derechos y responsabilidades del consumidor, la recuperación de imprecisiones y cómo protegerse contra el robo de identidad. Comprender estos conceptos ayudará a los participantes a establecer, mantener y proteger un historial crediticio sólido y una buena puntuación crediticia.

6:00 - 6:45 p.m.


How do I access the seminar?

Click on the class and time that best works for you and register using your name and valid email address.

After registering, you will receive an email with your unique link to join. You will also be provided with options to call into the session by phone. Then it's as simple as clicking on join when it's time for the session to begin.

Man and woman at a personal financial checkup

Free Personalized Financial Help

Sometimes life can get us down or not go the way we expected. At Truliant, we totally get it. But no matter where you are on your financial journey, there's always room for improvement, for tweaking, and for rethinking. That's where we come in. 

With our free Personal Financial Checkup, we can look at your credit to help you improve your credit score in the short and long term while providing personal financial tips to get you where you want to go. To get started, stop by a branch, give us a call at 800.822.0382 or set up a virtual appointment today.