Free event
March 11, 2026
5:30pm PT
2025 Tax Updates
March 11, 2026
5:30pm PT
March 11, 2026
5:30pm PT
Tax laws change every year — and staying informed can make a meaningful difference when it comes to filing confidently and maximizing your return. This webinar breaks down the most important updates for the 2025 filing year so you can feel prepared, informed, and in control.
Qualified Tax Expert Timothy Roscoe Carter will walk you through:
- Key tax law changes for the current filing year, including credits, deductions, and new IRS rules
- How recent legislation affects retirement contributions, withdrawals, and long‑term planning
- What to expect from updated IRS enforcement efforts and how to stay compliant
Event Listings
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.
