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Zoomed-in picture of a calendar highlighting the 20th with an orange tack, featuring the word 'Webinar!' written across the square.

Financial well-being webinars

Increase your financial knowledge and skills with free educational sessions!

Tax Basics

February 27, 2025

12:00 p.m. – 1:00 p.m.

Taxes can be tricky if you do not understand the basics. During this webinar, a tax expert will discuss the following topics: understanding paychecks, understanding withholdings, claiming children, investment activity and how to lower taxable income.

Creating a Basic Spending Plan I (Budgeting 101)

March 12, 2025

12:00 p.m. – 1:00 p.m.

Do you want to learn how to organize your finances, set goals, find your motivation, prepare for future expenses, and create your personalized spending plan? Our 'Creating a Basic Spending Plan' webinar covers it all.

Don't be the Next Victim: Protect Your Information

April 15, 2025

12:00 p.m. – 1:00 p.m.

Join us for a timely webinar discussion with our experts that will equip you with the knowledge and tools to combat the ever-evolving landscape of cyber threats and fraud.

Budgeting Strategies

May 6, 2025

12:00 p.m. – 1:00 p.m.

A budget is all about financial planning and it helps to elevate everyone's life. Join us to learn how best to direct your money towards necessary expenses, savings, and fun, all while saving you time and stress!

A Beginner's Guide to Investing

June 17, 2025

12:00 p.m. – 1:00 p.m.

Whether you are just starting out in the world of investing or want to reevaluate your investment mindset, this webinar is for you.

Bring our presentations to your organization

If you are a business or nonprofit organization in Arizona, contact us to learn more about our programs for your employees or clients. Contact us at socialresponsibility@desertfinancial.com or fill out the form below.

Disclosures

Webinar material presented is for educational purposes only and is not intended to be used as financial or legal advice, is not a substitute for professional tax advice, nor should it be used as a basis for any decision or action that may affect your financial situation. Before making any decision or taking any action, you should consult a qualified professional advisor.

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