Ten Steps to Improve Financial Wellness

About Ten Steps to Improve Financial Wellness

We all measure financial success differently, but all paths getting there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.

By the end of this webinar, participants will be able to:
• Understand the core principles of personal financial planning
• Identify strategies for reducing and managing debt
• Understand the basics of investing and building wealth over time
• Recognize the importance of emergency funds and how to build one
• Learn practical steps to improve credit scores
• Develop habits that lead to long-term financial wellness
• Take immediate action toward a healthier financial future

Who Should Attend:
• Young professionals and recent graduates looking to build good money habits
• Individuals seeking to improve budgeting and saving strategies
• Anyone struggling with debt or looking to become debt-free
• People planning for major life events like buying a home or starting a family
• Anyone who wants a step-by-step approach to financial success

Details:

Session 1: Tuesday, January 6, 2026
Time: 10:30 a.m. - 11:30 a.m. (PST)

Session 2: Thursday, January 15, 2026
Time: 2:00 p.m. - 3:00 p.m. (PST)

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