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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.

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.

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.