2025 Quarterly Financial Basics Webinars

This webinar is designed to help you develop a foundational understanding of credit and its impact on your overall financial situation. We'll explore the 5 C's of Credit, providing you with the knowledge to navigate the world of credit and make informed financial decisions.

This is the fourth and final webinar in our Financial Basics series. We hope you've found these sessions valuable and that you've gained essential financial knowledge and tools to help you achieve a successful financial future.

The Basics: Budgeting | March 12, 2025

Join us for a reality-based conversation to better understand how to prepare a balanced spending plan and maintain a personal budget. This session will provide you with the tools to manage your finances effectively.

The Basics: Saving Strategies with Goal Planning | June 18, 2025

In this guided conversation, we will address personal saving strategies, including emergency savings, large purchases, and long-term retirement strategies. We will also discuss goal planning to outline the purpose of saving money. 

The Basics: Investing Basics | September 4, 2025

Get an overview of current investment categories: cash, bonds, and stocks. We will review the importance of risk tolerance, compounding interest, inflation, asset allocation, and retirement plan investment options. 

The Basics: 5 C’s of Credit | November 5, 2025

Create a basic understanding around the concept of credit and how it impacts your overall financial picture. This session will help you navigate the world of credit and make informed decisions.