Webinars & Seminars

Make plans to join us for our next financial education event!

Free events, invaluable information

We regularly host webinars and seminars with our various partners to provide you information about timely financial topics and good financial advice you can put into action. Take a look at our upcoming schedule and make sure you register in advance for these popular events. Best of all, they're free for everyone. We also have free educational resources you can use to move ahead financially.

Business Tax Seminar

Running a business comes with a lot of moving parts. Taxes can quickly become one of the most overwhelming parts. That's why we've partnered with Mountain View Accounting & Tax Solutions to bring you a free educational seminar designed to help business owners better understand their tax responsibilities and stay organized year-round.

Whether you're a sole proprietor, LLC, partnership, corporation, startup or side business, this seminar will cover practical tax topics that can help you avoid costly mistakes and feel more confident heading into tax season.

Here's what we'll discuss:
  • Business tax responsibilities at the federal, state and local levels
  • Key filling deadlines and estimated tax payments
  • Recordkeeping best practices for receipts, payroll and expenses
  • Payroll tax and sales tax considerations
  • Common business tax mistakes and how to avoid them
  • Important deductions and tax items business often forget

We'll also have a Q&A and open discussion so you can ask any questions. 

Free Online Financial Education Courses

Explore GreenPath’s LearningLab for all things financial. GreenPath brings you well researched courses and tools to give you a better understanding of money for a healthy financial life.

Here are some of the financial courses you can choose from.

• Mortgage Refinance 101
• Making the Most of Your Money
• Paying Down Your Credit Card
• Navigating Auto Loans
• And more!

Free Financial Worksheets & Guides

Use these free financial worksheets and guides to manage your finances. Print out the worksheets to complete by hand or save on your own computer to complete electronically.

Here are some of the topics you can access.

• Interactive Budgeting Worksheet
• Six Steps to Take When Seeking Mortgage Assistance
• A Guide to Understanding Your Credit
• Glossary of Financial Terms
• And more!

Resources to move you ahead.

Resources to move you ahead.
How To Review Your Own Finances

See how you can keep your finances on track.

Learn More: How To Review Your Own Finances
How To Talk Money With Your Partner

Make sure you are both on the same page.

Learn More: How To Talk Money With Your Partner
Things To Consider When You Get A Raise

Learn how to manage your increased salary.

Learn More: Things To Consider When You Get A Raise
Save Or Pay Off Debt

Discover which option is right for you.

Learn More: Save Or Pay Off Debt