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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.
The Magic of the Debt Management Program
Here's What You'll Learn:
• What a Debt Management Program is
• Who can benefit from a Debt Management Program
Who Should Attend:
• Anyone who has struggled with credit card balances
• Anyone who wants to learn about an option to pay off debt more manageably
When: Wednesday, April 8 @ 12:00-12:45 pm
Presented by: GreenPath
Estate Planning Webinar
We're here to help you understand the importance of estate planning, which is an essential part of your overall financial wellness. An estate plan ensures your wishes are honored and your loved ones are protected if something happens to you.
To help you get started, we're hosting a free member webinar on estate planning, so you can learn exactly what you need and why it matters before you begin.
Partner Colorado members who attend this webinar, can enjoy 30% off wills & trusts.*
Here's What You'll Learn:• Why estate planning matters, no matter the size of your estate
• How an estate plan can protect your assets and loved ones
• The estate planning services and resources available to Partner Colorado members
When: Tuesday, April 21 @ 12:00 pm
If you're not ready to complete your plan yet, you can still purchase today to lock in your savings. Then take your time completing it at your own pace. Split payment options are also available for your convenience.
Have questions? Get personalized support, every step:
• Schedule a free phone call appointment with an Estate Planning Specialist
• Or contact our Member Support Team at (970) 289-5127
If you're not able to attend this webinar, you can still receive 20% off wills & trusts as a Partner Colorado member.*
Emotionally Healthy Spending
Join us for an empowering webinar on emotionally healthy spending. Whether you’re working to set clearer financial boundaries with loved ones, hoping to curb impulse purchases or simply wanting to feel less anxious about money, you’re not alone. This webinar will introduce practical strategies to reduce financial stress and help you build a healthier, more confident relationship with your finances.
When: Wednesday, May 13 @ 12:00-1:00 pm
Presented by: GreenPath
What You Will Learn
- Practical strategies for building a healthier relationship with money
- Tips for navigating uncomfortable or emotional money conversations
- Simple ways to reduce financial stress and feel more in control
Who Should Attend?
- Anyone who wants to feel more confident and balanced with money
- Anyone feeling stressed or overwhelmed by their finances
- Anyone preparing for a tough conversation about money
Free Online Financial Education Courses
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
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.
See how you can keep your finances on track.
Make sure you are both on the same page.
Learn how to manage your increased salary.
Discover which option is right for you.
Using our service is not a substitute for a lawyer and does not create an attorney-client relationship. If you have complex legal questions or need personalized advice, we encourage you to consult a licensed attorney.
Partner Colorado members are eligible for a 20% discount. The offer is valid on Estate Planning packages purchased on or before April 30, 2026. Offer is subject to change.