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Knowledge is Power

It’s often said that knowledge is power and when it comes to financial education, we couldn’t agree more. We offer worksheets, webinars, blogs and videos on a variety of topics to help you at any stage of your journey. Plus, with the help of our friends at BALANCE, you can even get confidential, one-on-one advice from financial experts. With the right tools, you can build a financially sound future for you and your family.

Budget Worksheet Smart Goals Worksheet

Fraud Protection

Keep Your Money Safe: learn how to outsmart the scammers .

Online Webinars

"An investment in knowledge pays the best interests." -Benjamin Franklin

Your future matters. We know that, so we put together resources and tools to help you build equity in yourself.

Safeguarding Kids' Identity & Online Privacy

Today’s youth generation is tech-savvy and connected online. However, parents still play an important role in helping them avoid online hazards such as identity theft, privacy and cyberbullying. This workshop covers important issues including online privacy tips, managing computer settings, smartphone apps, and positive online behavior.

The Sandwich Generation

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

30 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.

Financially Savvy Seniors

Retirement can be a great time if you're prepared financially. Our friends at BALANCE are hosting a free webinar tomorrow to talk about retirement concerns such as managing money, Social Security, insurance, investing, & more!