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Financial Wellness Webinars

Learn how to achieve your goals with the free financial webinars below.
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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. Contact us if you have any issues registering for a class.

2024 Truliant at Work Webinars

English Webinars
Seminarios web en español
*All times are in (UTC-05:00) Eastern Time (US & Canada)
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.
October 15, 2024
10:00 - 11:00 a.m.Register
Basicos de la Jubilacion
La jubilación es algo que la mayoría de la gente espera con ansias, pero puede que no haya planeado con mucha antelación. Los participantes aprender a aprovechar el poder del tiempo, optimizar las inversiones para alcanzar sus metas a largo plazo, y entender cómo la economía y los impuestos pueden afectar sus dólares de jubilación. 
Octubre 15, 2024
1:00 - 2:00 p.m.Registro
Drive Away Happy
Getting a car can be overwhelming and stressful. Participants will learn tips and tricks to have the best car shopping experience possible, while also making wise financing decisions.
November 19, 2024
10:00 - 11:00 a.m.Register
Váyase Conduciendo Contento
Comprar un vehículo puede resultar abrumador y estresante. Los participantes aprenderán consejos y trucos para tener la mejor experiencia de compra de automóviles posible y, al mismo tiempo, tomar decisiones financieras acertadas.
Noviembre 19, 2024
1:00 - 2:00 p.m.Registro
Identity Theft
This seminar provides an overview of common identity theft practices, tools for preventing identity theft, and some steps for victims to take in order to minimize damage. Participants will receive tips to better safeguard their personal information.
December 17, 2024
10:00 - 11:00 a.m.Register
Robo de Identidad
Este seminario proporciona una descripción general de las prácticas comunes de robo de identidad, herramientas para prevenir el robo de identidad y algunos pasos que las víctimas deben seguir para minimizar el daño. Los participantes recibirán consejos para proteger mejor su información personal.
Diciembre 17, 2024
1:00 - 2:00 p.m.Registro
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 Financial Wellness Review, 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.