Events & Workshops
Federal Student Aid with FASFA (For Teens)
Thursday, August 20th | 5:30 PM to 6:30 PMOnline Webinar by BALANCE
The Free Application for Federal Student Aid (FAFSA) is many students’ ticket to financial assistance for college. This webinar covers important details such as how the FAFSA works, deadlines, and the application process. This webinar is geared towards a teen audience but parents are also welcome to attend!
Financial Wellness Overview
Tuesday, August 25th | 12:30 PM to 1:30 PMOnline Webinar by MassMutual
Understanding the foundations of various financial concepts is critical to a person’s long-term financial well-being. This presentation provides a high level overview of five common financial topics, all brought together into a single session.
Topics:
- Savings
- Investing
- Protecting
- Retiring
- Estate Planning
Topics like compound interest, asset allocation, various insurance types, retirement income and estate planning tools are all included. At end of discussion, audiences should have enough knowledge to understand financial basics.
NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION * NOT FDIC OR NCUA-INSURED * NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY * NOT GUARANTEED BY ANY BANK OR CREDIT UNION MAY GO DOWN IN VALUE
Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org) OSJ Office: 3003 Oak Road Suite 250 Walnut Creek, CA 94597. (925) 979-2300. Zhou CA Insurance Lic. #0182620. CRN202206-267110
Your Credit Score
Tuesday, September 8th | 10:30 AM to 11:30 AMOnline Webinar by BALANCE
One of the most important numbers consumers have is their credit score: it affects the ability to purchase a home, buy a car, get a credit card, and other financial decisions—but it can also hinder them. This webinar reviews types of credit scoring models currently used including FICO, Vantage, non traditional, and bankruptcy risk. Participants will understand why these mathematical assessments were developed and how they can use them to their advantage.
Your Credit Score
Thursday, September 17th | 5:30 PM to 6:30 PMOnline Webinar by BALANCE
One of the most important numbers consumers have is their credit score: it affects the ability to purchase a home, buy a car, get a credit card, and other financial decisions—but it can also hinder them. This webinar reviews types of credit scoring models currently used including FICO, Vantage, non traditional, and bankruptcy risk. Participants will understand why these mathematical assessments were developed and how they can use them to their advantage.
