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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.

May 2022

May 4, 2022: Saving for College

Choosing to go to college or a university is a big decision. From in-state to out-of-state, living on campus or off, many decisions can impact how much higher education costs. But by planning ahead, the leap to college or university may not feel so large.

In this seminar, you can learn many personal financial tips on how to begin saving for college or university whether you're a few months or even many years away. 

9:00 - 9:45 a.m. | 1:00 - 1:45 p.m. | 5:00 - 5:45 p.m.

May 18, 2022: Federal vs. Private Student Loans

When you're looking at higher education, choosing where to go to school is exciting. However, paying for college may feel overwhelming. With so many options available, how does someone choose among federal loans (loans funded by the federal government), private loans (loans taken out from a financial institution), or a combination of both?

We're here to help unravel the differences between the options and provide you with the financial help you can use to choose the loan best suited for your individual circumstances.

9:00 - 9:45 a.m. | 1:00 - 1:45 p.m. | 5:00 - 5:45 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.

June 2022

June 1, 2022: Health Savings Accounts

Give yourself the gift of peace of mind. We never know when we'll need healthcare, but when we have funds to pull from, we can better focus on getting better. Health Savings Accounts, also referred to as HSAs can help pay for out-of-pocket expenses that your health insurance doesn't take care of.

In this seminar, we'll help you to save money on health care before you ever need it.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.
 

June 15, 2022: Healthcare: Plan for Costs in Retirement

4 out of 5 people cannot accurately estimate how much they expect to pay for healthcare in retirement. Examine how you can place the health care expense question into your overall retirement income plan. Understand the importance of planning for healthcare related expenses in retirement, and the options available to you to address and manage your health.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 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.

July 2022

July 6, 2022: Finances for New Families

Whether you're wanting to add a member to the family or you already have, this time of your life will likely be among the most joy-filled and exciting times of your life. By reviewing your financial situation and establishing a plan for reaching your family's goals, you will create a more secure outlook and achieve your financial wellness goals.

In this seminar, we'll help you discover new ways to save money while preparing for your family's future.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.
 

July 20, 2022: The Sandwich Generation

What's 'The Sandwich Generation,' you ask? They're the generation positioned in the middle: caring for aging parents while supporting their own children. While it may feel overwhelming, by prioritizing and preparing for the future as best as you can, your future self may thank you.

In this seminar, you will learn how to manage your parents' medical, legal, and financial needs while ensuring you stay financially prepared for your children's future.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.

August 2022

August 3, 2022: Using Home Equity

There are numerous benefits to owning your own home. Not only does it provide you with a stable place to live, but you can also often use the accumulated equity for a whole host of money-smart purposes. However, borrowing further against your home is a serious financial decision and should only be done after careful research and consideration.

In this seminar, we'll help you determine when you can take advantage of your home's equity and the risks that entails.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.
 

August 17, 2022: Credit Card Makeover

While credit cards can be a great financial tool with a lot of perks, for some, credit cards can lead to debt and financial trouble. When is it a good idea to use credit cards? What should you look out for when using your credit cards?

In this seminar, you will learn about credit card usage, warning signs of credit issues and options for debt management and reconstructing existing credit.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.

September 2022

September 7, 2022: The 411 on 401(k)

While most people have heard of Social Security, 401(k) plans can be confusing. A 401(k) plan is a company-sponsored retirement account where both employees and employers can contribute. This money can then be invested to grow and later made available during retirement.

In this seminar, you'll learn the scope on 401(k) plans, how you can start a 401(k), and what option may be best for you.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.
 

September 21, 2022: Retirement Planning: The Basics

It's never too early to begin planning for retirement. While most Americans are eligible for Social Security retirement benefits, they are only meant to supplement what you have saved. Very few people can live comfortably on Social Security alone. 

In this seminar, we will help you to take an active role in retirement planning to ensure your lifestyle doesn't suffer when you stop working.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.

October 2022

October 5, 2022: Will You Have Enough Income in Retirement?

Retirement income planning is the process of understanding how much income you’ll need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there’s no such thing as a “one size fits all” plan, there are steps you can take to maximize the possibility of a financially secure retirement.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.

October 19, 2022: The Basics of Stock Investing

Investing in the stock market can help you when you're looking to passively increase your assets over a long time frame. Many people choose to invest their 401(k) into the stock market to increase the value for retirement. However, whenever you choose to invest in stock, there is inherent risks involved.

In this seminar, you will learn about the stock market, various stock-related terms and what they mean and how you can make intelligent choices to better diversify your investments.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.

November 2022

November 2, 2022: Budgeting for the Holidays

The holiday season can sneak up on us, along with the seasonal expenses that come with it. While it may seem difficult to budget throughout this time of year, setting a budget now before hitting the stores can save you money in the long run.

In this seminar, we will help you take control of your holiday spending with tips on setting a holiday budget, researching best deals and getting creative to save money.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 p.m.
 

November 16, 2022: Stretching Your Food Dollar

With prices on groceries rising, good management of food spending and food waste can make our other needs more palatable. When the average family of four throws out $1,500 in food a year, honing in your food budget can help to offset these costs and save you money.

In this seminar, you will learn about how food costs have changed throughout history, what you can do to offset these increases and how to better organize your weekly menu to reduce your grocery bill.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.

December 2022

December 7, 2022: Estate Planning

An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.

9:00 a.m. - 9:45 a.m.1:00 p.m. - 1:45 p.m.5:00 p.m. - 5:45 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.