Webinars

Build Your Monthly Spending Plan

Recorded 5/1/25 (58 minutes) *by our partners at GreenPath
In this webinar, we will be guiding you through the process to create a plan for where you want and need your dollars to go each month. You’ll leave knowing what your monthly spending plan is, and with tips to stick to it.

3 Things You Can DO This Week to Get Your Financial House in Order

Recorded 2/13/25 (44 minutes) *by our partners at GreenPath
This webinar is designed to help you gain clarity, control, and confidence with your finances. You’ll walk away with three simple, actionable steps you can implement immediately to start organizing your financial life – without sacrificing the things that make life meaningful.

Identity Theft, Fraud, and Scams

Recorded 12/12/24 (55 minutes) *by our partners at GreenPath
Join us for a workshop to learn about identity theft, fraud, and scams. We’ll talk about what to be on guard against, how to protect yourself, and steps to take if – despite your best efforts – you experience this.

Retirement 101. Three steps to prepare for retirement!

Recorded 11/14/24 (44 minutes) *by our partners at GreenPath
Do you feel you should be saving more for retirement? Are you unsure of how much money you need to retire? What happens to your social security benefits if you retire early? This webinar will help you remove some of the guesswork from your retirement planning.

Understanding Your Credit Report and Score

Recorded 10/17/24 (79 minutes) *by our partners at GreenPath
Millions of people are unaware they have errors on their credit report. We can point you in the direction to find out if you are one of them and equip you to take action to correct inaccuracies.

Teaching Kids About Money

Recorded 7/25/24 (44 minutes) *by our partners at GreenPath
From hosting a lemonade stand to preparing for college, it is never too early – or too late! – to start teaching kids about money. Join us for practical tips on how to start setting your child up for a financially healthy future at any age.

Tips for First-time Homebuyers

Recorded 6/27/24 (94 minutes) *by our partners at GreenPath
Are you looking to buy your first home? This is an exciting step! The process may also feel overwhelming or difficult to navigate. GreenPath is here to help!

HUD-approved housing counseling agency GreenPath is joined by real estate agent David King to help break down the process of homebuying and set you up for success as you prepare to own your first home.

Exploring the Link Between Mental and Financial Health

Recorded 5/16/24 (57 minutes) *by our partners at GreenPath
This webinar features a lively discussion about tips, challenges, and resources when it comes to caring for our mental and financial well-being. Our panel features GreenPath clients who have experienced their own journeys of improving their mental and financial health. Each of our panelists was a past guest on our podcast, Real $tories: Journeys of Financial Wellness.

Demystifying Financial Counseling

Recorded 4/17/24 (42 minutes) *by our partners at GreenPath
Seeking guidance on different aspects of our life can require vulnerability. Finances are often one of the most private aspects of many of our lives, so reaching out to a financial counselor may feel intimidating, overwhelming, or full of unknowns.

If you are considering talking with a financial counselor – whether it’s someone at your financial institution or at GreenPath – join us for a webinar to determine if financial counseling is a good fit for you. Learn how financial counseling works, how it can help you, and what to expect if you do choose to speak with a financial counselor.