Total financial support is at your finger tips 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. Upcoming webinars: 

JUNE — THE SANDWICH GENERATION

The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this workshop, participants will learn how to manage their parents’ medical, legal and financial needs, while ensuring they stay financially prepared for their kids’ future.

Session 1: Tuesday, June 4, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 13, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
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JULY — PLANNING FOR MONEY MILESTONES

There are many important financial milestones for consumers. To help prepare 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, July 9, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, July 25, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
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AUGUST — ON THE ROAD TO RICHES: THE BASICS OF SAVING AND INVESTING

Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.

Session 1: Tuesday, August 6, 2019
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, August 15, 2019
Time: 5:30 p.m. PT / 8:30 p.m. ET
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If you would like a customized webinar topic or have questions, contact us at 800.808.4327 or email partner-relations@balancepro.org.

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