BALANCE Webinars
May — Retirement Planning Later in Life
It’s one of the most important financial considerations for anyone today. And as you get closer to retiring, it becomes more critical to have a solid plan of action. This workshop focuses on deciding when to retire, investment options, estate planning, Social Security benefits, and healthcare considerations.
Session 1: Tuesday, May 14, 2024
Time: 11:30 a.m. - 12:30 p.m. (MST)
Register here
Session 2: Thursday, May 23, 2024
Time: 6:30 p.m. - 7:30 p.m. (MST)
Register here
June — Becoming a Homeowner
Homeownership starts well before the contracts are signed—preparation is one of the keys to a smooth home buying process. This session covers all major pre-purchase topics such as budgeting, the down payment, credit reports, debt-to-income ratios, and the mortgage lending process.
Session 1: Tuesday, June 4, 2024
Time: 11:30 a.m. - 12:30 p.m. (MST)
Register here
Session 2: Thursday, June 13, 2024
Time: 6:30 p.m. - 7:30 p.m. (MST)
Register here