Understanding Social Security

Social Security is an important part of your overall retirement income. Learn the basics to better understand how it can fit into your retirement plan.

October 21 – Investing for the Future

When it feels like we are facing daily new challenges in the world, we know it can be difficult to focus on your future.  Please join us at this interactive workshop in partnership with Habitat for Humanity presented by Veronica Dangerfield, Patelco’s Financial Educator.

We’ll cover the importance of investing, the effects of inflation, compound interest and exploring your risk tolerance.  These foundational basics will help inform your next steps.  We want to work with you on planning for your future so you can build hope while facing the challenges of today.

We will present this free webinar on:

October 22 – Retirement Planning: The Basics

Retirement is something most people look forward to, but may not have planned well in advance. Participants will learn how to harness the power of time, optimize investments to reach their long-term goals, and understand how the economy and taxes can impact their retirement dollars.

Our partner BALANCE will present this free webinar on:

November 4 - Paying Off Debt

Paying off debt is a steppingstone to achieving and maintaining financial wellness. This workshop will provide practical tactics you can start using right away. So whether you’re working hard to make ends meet while paying off debt or looking to take advantage of low interest rates to refinance, join us at this informative webinar.

We will present this webinar on:

November 10 & 19 – Building a Better Budget

Everyone wants control over their financial lives, but how do we get it?  In one word:  budget.  It’s the most powerful weapon to get a more secure future.  Participants will identify their short- and long-term goals and learn how to design realistic spending and savings plans to reach those objectives, including options for getting out of debt (and staying there).

Our partner BALANCE will present this free webinar on two dates:

November 18 – Understanding Credit

Do you wonder how financial decisions you make today may impact your credit in the future? In this workshop, we’ll discuss that – plus how to use credit wisely and why it’s more important than ever to monitor your credit report.


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