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FEBRUARY – On the Road to Riches: The Foundations of Saving and Investing

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Session 1: Tuesday, February 3, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
Session 2: Thursday, February 12, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET

MARCH – 21 Ways to Trim Your Budget

Stretching your budget is a necessary step to achieving your financial goals. Learn smart ways to save on the things that impact your finances most, such as food, health care, insurance and more.

Session 1: Tuesday, March 3, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
Session 2: Thursday, March 12, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET

APRIL – Are You Financially Healthy?

We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also confidentially determine your Financial Health Score and the steps to improve that score.

Session 1: Tuesday, April 7, 2025
Time: 10:30 a.m. PT / 1:30 p.m. ET
Session 2: Thursday, April 16, 2025
Time: 5:30 p.m. PT / 8:30 p.m. ET
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