Planning for Money Milestones: A Success Story from BALANCE
By: The BALANCE Marketing Team
In July, 2024, BALANCE’s Financial Educator, LauRae Upchurch, delivered an insightful and highly engaging webinar, ‘Planning for Money Milestones,’ as part of our monthly webinar series available to all our partners. The session, held on Tuesday, July 9th, was a resounding success, attracting over 200 attendees and showcasing the continued value and reach of BALANCE’s financial education efforts. Partner Relations representative Josel Smith co-moderated alongside LauRae, ensuring a smooth and interactive experience.
LauRae’s dynamic presentation style kept the audience engaged as she walked them through the process of setting SMART financial goals. The interactive nature of the session, where participants were encouraged to share their personal financial milestones, fostered a sense of community and made the session both educational and motivational.
Here’s what some of our attendees had to say about the experience:
“It was excellent—thank you to Rae Upchurch and Josel Smith for an informative, well-presented webinar.”
“I found the budgeting chart useful. This will help make saving easier and with more purpose.”
“Very useful information, very engaging! Great work!”
“The presenter was awesome! She was very kind and did not pass judgment on people who haven’t started financially planning for the future.”
“The presenters are very transparent and encourage attendee engagement, which makes the information more plausible and gives me a desire to try it out and believe it might work in my case!”
We invite you to watch the recorded webinar and embark on a journey of financial enlightenment.
Webinar Description:
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 cover SMART goals, financial organization, budgeting, controlling expenses, wiping out debt, and much more!
Looking to Bring Financial Education to Your Organization?
At BALANCE, we understand the value of equipping your members and clients with the tools they need for financial success. Our workshop packages, which can be branded for your organization, include a PowerPoint, a trainers guide, and a handout. You can choose to deliver these workshops directly or have BALANCE host a webinar on a topic of your choice on your behalf.
Ready to take the next step in empowering your members?
Inquire about our workshop packages or check out our webinar flyer for more details. We value your feedback and questions, so please feel free to share your thoughts or ask any questions you may have.
Let’s work together to provide financial education that makes an impact!