Financial support at your fingertips
Get total financial fitness 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 8880-456-2227 or email whybalance@balancepro.org
MAY – FINANCIALLY SAVVY SENIORS
Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more.
Session 1: Tuesday, May 9, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, May 18, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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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 13, 2023
Time: 10:30 a.m. PT / 1:30 p.m. ET
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Session 2: Thursday, June 23, 2023
Time: 5:30 p.m. PT / 8:30 p.m. ET
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