Free event
May 13, 2026
5:30pm PT
Your Money Landscape Part 1: Making Confident Money Decisions
May 13, 2026
5:30pm PT
May 13, 2026
5:30pm PT
In this webinar, we’ll walk you through practical tools like budgeting worksheets, calculators, and Patelco’s online resources to help you create a plan that truly fits your lifestyle. Together, we’ll work step‑by‑step through real‑life examples, break down what the numbers actually mean, and show you how to use our digital tools to stay organized and confident as you manage your money.
What you’ll learn:
- How the current economic environment can affect your savings and financial choices
- How to understand your personal risk tolerance
- How Patelco’s digital tools support your day‑to‑day money management
Event Listings
May 27, 2026
5:30pm PT
In the second part of our May webinar series Your Money Landscape, guest presenter Nadia Vanderhall will move from understanding into action. Covering strategies and mindset shifts, Nadia will offer a plain-language breakdown of financial instruments such as retirement accounts, investment accounts, indexes and mutual funds, and annuities. You’ll explore how planning shifts across life stages and hear strategies for building a sustainable long-term plan.
Our guest presenter will share:
- How compounding works and how to shift from “saving” to “growing” your money
- The basics of common investment tools and how they fit into long‑term planning
- How to stay steady and make thoughtful decisions during market volatility
January 14, 2026
5:30pm PT
Kick off 2026 on the right foot! In this webinar, we’ll discuss how to bounce back from holiday spending and stress, reset your financial mindset, and build a budget that aligns with your values and supports your goals. You’ll leave with practical tools and strategies to make saving and planning for the new year feel achievable and motivating. What you’ll learn:
- How to recover from holiday expenses without losing momentum
- Mindset shifts to help you start the year financially strong
- Steps to create a realistic, sustainable budget
- Tips for setting and reaching meaningful savings goals
December 3, 2025
5:30pm PT
Looking forward to the holiday season, but worried about entering the New Year with a financial hangover? Join our webinar and receive financial insights to inspire and motivate you in a positive direction as we conclude 2025. Join Patelco’s Veronica Dangerfield to learn about these topics and more:
- Taking a break from the holiday stress to focus on building resilience
- Shifting to a positive perspective to enhance your emotional wellbeing
- Focusing on goals and practicing gratitude
Recorded Webinars
Choose from a selection of our past webinars.