Free Financial Webinars

Sept 27th – 12-1 PM

Webinar: The Great Wealth Transfer

We are just beginning to undergo an unprecedented transfer of wealth from the Baby Boomer generation as they age and eventually pass on wealth they’ve accumulated. In this session, we will dive into some of the background of how we got here, how this massive wealth transfer might look, and how we can prepare the inheritors of estates and wealth to manage it effectively and purposefully, and to truly appreciate the incredible contributions of the Boomer generation to our economy and modern lives.

Register

Oct 29th – 4-5 PM

Webinar: Teaching Kids Finances

We all know that kids don’t just do what we tell them to, they learn through experience and context and will often do as we do! With that in mind, it becomes extremely important to design systems that teach our kids about money management through the structure of the system itself, rather than us just lecturing them. In this session, we will look at some of the ‘menu of options’ out there for what those systems could look like, and we’ll examine the pros and cons of each for different kids’ personalities. 

Register

Nov 16th - 5-6 PM

Webinar: Managing Holiday Expenses

We know the holidays are coming every year… and yet it still seems like we end up spending more around this time than we expected to! This session will look at some of the best ways to manage holiday money stress, from the small things you can do today to the larger-picture things we can start doing now to plan for the rest of our lives. 

Register

Dec 13th - 12-1 PM

Webinar: Managing Holiday Expenses

We know the holidays are coming every year… and yet it still seems like we end up spending more around this time than we expected to! This session will look at some of the best ways to manage holiday money stress, from the small things you can do today to the larger-picture things we can start doing now to plan for the rest of our lives. 

register

Jan 10th – 12-1 pm

Webinar: A Beyond-Budgeting Approach for 2024

It’s a new year! And let me guess, you might have already missed some days for your new resolutions, right? Why not build ourselves systems for money management that work WITH our money psychology and minimize the amount of time we need to spend tracking expenses? In this session, we’ll be covering how to do just that. 

register

Feb 4th – 12-1 PM

Webinar: Credit Scores - Why They Matter and How to Improve Them

Credit scores get a lot of attention and, for good reason, hatred. In this session, we’ll look at perspectives on Credit Scores that can help us understand them, both technically and emotionally, and give ourselves a reason why we should spend a small amount of time improving them! 

register

March 4th – 4-5 PM

Webinar: Money Dates - How to Talk About Finances with Your Partner

In our society, money is taboo - and therefore we never get models for how to talk about it! In this session, we’ll discuss some of the ways that we can get on the same page with our partners about money, and how to facilitate a productive conversation that gets us out of the looped talk-track that many couples find themselves in. 

register

April 2nd – 4-5 PM

Webinar: How to Budget for Big Purchases (No Tracking Required!)

We all have dreams, but they don’t mean much if we file them away in a drawer we label “someday, for when I have more money”. Start building towards your bigger financial goals now by creating systems that allow you to achieve those lofty goals - there’s never a better time to start. 

register

May 6th – 4-5 PM

Webinar: How to Budget for Entrepreneurs and Variable Income

One of the biggest challenges for entrepreneurs is dealing with variable income - in this session, we will go over some of the ‘menu of options’ that entrepreneurs and people with variable income have as to how to manage those high and low months effectively by creating systems that minimize the time we need to spend stressing.

register

---

Congratulations To Our 2023 Scholarship Winners

Join us in celebrating our two 2023 On Tap Credit Union Scholarship winners, Atalia Lee and Mason Friedrichs, for their dedication to advocacy within their communities. We are extremely proud to recognize these extraordinary individuals and help them pursue their goals. 

This year, we had so many great applicants express how they are advocating for their communities. Although this was a tough choice, we are excited to announce our two 2023 scholarship winners are Atalia and Mason who have each dedicated their time as well as their voices to build strength and create opportunities for others. Mason will be attending Anna Maria College to begin his degree in business while Atalia will be heading out to South Carolina University to pursue her pre-med degree. Join us in congratulating them on all of their hard work and thanking them for being the young advocates we need in our communities. We wish them both the best of luck on their journeys.

Keep up the great work as you continue your academic careers, Atalia and Mason!