BALANCE Webinars
May — Retirement Planning Later in Life
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.
Session 1: Tuesday, May 14, 2024
Time: 11:30 a.m. - 12:30 p.m. (MST)
Register here
Session 2: Thursday, May 23, 2024
Time: 6:30 p.m. - 7:30 p.m. (MST)
Register here
July — Planning for Money Milestones
There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!
Session 1: Tuesday, July 9, 2024
Time: 11:30 a.m. - 12:30 p.m. (MST)
Register here
Session 2: Thursday, July 18, 2024
Time: 6:30 p.m. - 7:30 p.m. (MST)
Register here