LIVE & ON-DEMAND
Personal Finance Webinars
Trusted, fiduciary guidance from volunteer CFP® professionals. Register even if you can’t attend—we’ll send the recording.
FEATURED THIS WEEK
Maximize Your Refund: Turn Your Tax Check Into Lasting Stability
Thu Apr 23, 2026 | 9:30 - 10:15 AM PT | Kevin Gahagan, CFP®
Your tax refund isn’t just a check—it’s an opportunity. For many of us, this is the biggest "windfall" of the year, but knowing how to use it can be stressful. Should you pay off debt, save for a rainy day, or finally make that big purchase your family needs? In this webinar, we’ll help you take the guesswork out of your refund. We’ll share simple, stress-free ways to allocate your money so you can cover your immediate needs today while building a stronger financial foundation for tomorrow.
More Upcoming Webinars
Register for upcoming sessions and get practical, expert guidance—live or on demand.
Decode Your Student Debt:
Using Your "Secret" Student Aid File to Fast-Track Forgiveness
Thu Apr 30, 2026 | 11:00 - 11:45 AM PT | With Eric Figueroa, CFP®
Student loans shouldn't feel like a life sentence, yet for millions of Americans, they are the biggest barrier to buying a home or starting a family. With the massive federal changes from the One Big Beautiful Bill (OBBB) Act taking effect this July, the "rules of the game" are changing for everyone.
The California Bill-Buster:
How to Lower Your Monthly Costs and Claim Every Dollar You’re Owed
Tue May 19, 2026 | 11:00 - 11:45 AM PT | TBD
In California, life is expensive—but you shouldn't have to choose between a full fridge and a paid utility bill. While tax season is a big win, there are "hidden" programs and rights available year-round that can put hundreds of dollars back in your pocket. In this webinar, we’re going beyond the tax refund to look at the "Monthly Refund"—the money you save by lowering your bills and accessing the benefits you’ve already earned.
Past Webinars
Watch on-demand, as well as access slides and transcripts.
Rethinking Money in 2026:
A Fresh Playbook for a New Economy
Wed Feb 19, 2026 | 11:00 - 11:45 AM PT | With Jared Winkers, CFP®
The financial landscape is shifting fast — but the core principles of smart money management never go out of style. This forward-looking session gives you a 2026-ready framework to organize your finances around what really matters: liquidity, safety, growth, and flexibility. You’ll leave with a clear, personalized action plan to navigate whatever the economy throws your way.
The Contractor Tax Playbook:
Keep More, Owe Less, Stress Less
Presented Tue Feb 10, 2026 | With Kieren Reilly, CFP®
Independent contractor taxes don’t have to be confusing—or painful. In this webinar, you’ll learn how self-employment taxes work, what counts as income, how to track expenses correctly, and how to avoid the most common (and costly) mistakes. We’ll break it down in plain language and help you build a simple system so you can stay compliant, feel confident, and keep more of what you earn.
Investing Made Simple - Your First Steps Towards Building Wealth
Presented Thu Jan 29, 2026 | With Valerie Escobar, CFP®
Investing doesn’t have to feel intimidating or complex. In this session, you’ll learn the core principles that turn saving into wealth-building — no jargon, no hype. We’ll demystify how markets work, explain the power of compounding, and show you how to start investing with confidence, even if you’ve never owned a single share before.
The Paycheck Advantage:
How to Keep More of What You Earn
Presented Thu Jan 22, 2026 | With Vidalia Cornwall, CFP®
Most people glance at their paystub and move on — missing out on hundreds or even thousands of dollars a year. This session shows you how to decode your paycheck, adjust your withholdings with confidence, and make the most of pre-tax benefits like retirement plans, health savings, and commuter accounts. Learn how small, legal tweaks can boost your take-home pay and reduce surprises at tax time.
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