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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.

January 2024

January 16th - Are You Financially Healthy?

In this workshop, participants 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. Attendees will have an opportunity to confidentially determine their own Financial Health Score and the steps one can take to improve that score.

10:00 a.m.

January 16th - ¿Tienes salud financiera?

En esta sesión, los participantes entenderán lo que significa ser financieramente saludable, que es mucho más que el puntaje por el que todos te preguntan hoy: tu puntuación de crédito La verdadera salud financiera se basa en cuatro claves componentes: gastar, ahorrar, pedir prestado y planificar. Participantes tendran la oportunidad de determinar confidencialmente su propio Puntuaje de su Salud Financera y los pasos que uno puede tomar para mejorar esa puntuación.

1:00 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 2024

February 20th - 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.


10:00 a.m.
 

February 20th - 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.

1:00 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.