Financial Wellness Webinar Series

What do you want your retirement to look like? Join us for our Retirement Game Show! This one-hour online event will help prepare you for what you need to consider and start doing now to have a successful retirement.

Please join via a computer or tablet for the best experience. You will need your smartphone for the game.

If you earn less than $60,000 a year, you may qualify to file your taxes for free. The Volunteer Income Tax Assistance (VITA) has operated for over 50 years. This program provides free basic tax return preparation to qualified individuals.

Topics include:

• What is VITA?
• How VITA helps during tax season
• VITA locations
• Requirements for using VITA services
• Other VITA-related resources

Investing in the market is a popular topic. Before you start thinking about investing, you should consider your current stage of life and determine if you are prepared to invest. Please join us for this online lunch lesson to hear from a Desert Financial Wealth Management representative to discuss Life Stage Financial Planning.

During this webinar, you will learn the following:

• Different investment stages
• What should be considered during each stage
• Risk associated with each stage

Creating a budget is on the menu for this online lunch lesson to kick off America Saves Week. Develop your personal spending plan with help from this webinar.

Topics include:

• Finding your motivation
• Organizing your finances
• Setting goals
• Preparing for future expenses

Do you get stuck with creating your budget? Do you have a difficult time budgeting for flexible or periodic expenses? Is your income unstable? Are your finances in crisis? If so, this is for you. Come learn how tackle these challenging budgeting areas while getting your questions answered.

Join us for a free one-hour webinar about understanding credit, and tips on how to navigate through a financial crisis while working to minimize the impact on your credit score.

Topics include:

• How your credit score is calculated
• What impacts your credit
• Evaluating your monthly bills and obligations
• Exploring your credit and payment options
• Tips on communicating with lenders

Did you know there are many ways to invest? Gain basic investment knowledge to help you identify your financial goals.

Topics include:

• Importance of investing
• Investment jargon & options
• Bonds, stocks, and asset allocation
• Overcoming your fear & how to get started

Many people may feel overwhelmed about how to save or even if they should be saving if living paycheck to paycheck. In this mini webinar, we'll focus on money-saving ideas and tips to get started. We will also discuss strategies to help you be successful in reaching your savings goal.

Topics include:

• How to save money (and why you should)
• Strategies to successfully reach your savings goal

Sometimes it is difficult to know what to do when dealing with debt and creditors. In this webinar, we will cover the following:

Join us to learn about the following items:

• Explore good debt vs bad debt
• Effective ways to manage debt
• Strategies to get out of debt
• Knowing your rights
• Where to get help

Credit cards can help build or improve your credit when used responsibly. However, any time you use a credit card, you are borrowing money.

Topics include:

• Managing your credit cards wisely
• Understanding how interest and fees are applied
• Creating an action plan to get out of credit card debt