Total financial support is at your fingertips with BALANCE. Simply being a U1 member gets you full access to a suite of planning and managing tools to help achieve financial peace.

- Money & Debt Management

- Credit Report Review

- Housing Education

Visit u1cu.balancepro.org to learn more about the available programs.

Each month, BALANCE offers various financial webinar topics at no cost.

If you would like a customized webinar topic or have questions, contact BALANCE at 888.456.2227 or email whybalance@balancepro.org

JUNE – REPAYING STUDENT LOANS

Student loans can put a heavy burden on monthly finances, sometimes rivaling the cost of a mortgage. These days there are many options to help repay these loans. This session will teach attendees about the choices available.

Session 1: Tuesday, June 14, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 23, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET
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JULY – INVESTING IN REAL ESTATE

Investing in real estate can be a great way to boost income—if done wisely. To help investors turn a profit, we’ll cover the pros and cons of different properties, resources for finding investment opportunities, and financing options

Session 1: Tuesday, July 12, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, July 21, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET

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AUGUST – RAISING A MONEY SMART KID

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime.

Session 1: Tuesday, August 9, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, August 18, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET
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SEPTEMBER – PERSONAL FINANCE FOR COLLEGE STUDENTS

College education is a prime time for young adults to learn about finances and plan for their future. Attendees will learn about credit (how to use it wisely), tools to develop a positive credit history and score, create and manage their own budget, ways to track spending, and options for student loan repayment.

Session 1: Tuesday, September 13, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, September 22, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET
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OCTOBER- BREEZING THROUGH THE HOLIDAYS

It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt with holiday spending. Learn budgeting strategies and tactics to avoid that year-end credit card crunch and sidestep debt traps in the future.

Session 1: Tuesday, October 11, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, October 20, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET

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NOVEMBER – USING CREDIT CARDS WISELY

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.

Session 1: Tuesday, November 8, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, November 17, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET
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DECEMBER – PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers in their 20s and 30s. To help prepare today’s “Millennials” for a positive financial future—without sacrificing fun—we take a realistic approach to managing finances. We’ll cover SMART goals, getting financially organized, building a budget, controlling expenses, wiping out debt, and much more!

Session 1: Tuesday, December 13, 2022
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, December 22, 2022
Time: 5:30 p.m. PT / 8:30 p.m. ET
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