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On-Demand Webinars

March 2022
Ask Our Experts: What is a Mutual Fund?

Our Financial Advisor Ryan G. explains 'what is a mutual fund?' plus how you can benefit from investing.

October 2021
How To Win When Calling or Chatting with Customer Service

Ever wonder why you don't get what you want when calling your insurance agent, utility company, or bank? Learn how to win when calling customer service.

September 2021
How to Prioritize Your Savings Plan with AZ Treasurer Kimberly Yee

Balance between saving for retirement, having a short-term reserve, and being able to help your kids (or future you!) with education expenses. 

September 2021
Do You Need An IRA Rollover? 4 Clear Options

Tune in while Tony, Financial Advisor with Copper State Wealth Management, chats about your options for those almost-forgotten retirement accounts at your previous employer.

September 2021
Ask Our Experts: Assess Business Growth Opportunities Before 2022

Understanding what to have in place before you grow your business is crucial to your success. Learn more from David, Commercial Lending Manager. 

August 2021
Ask Our Experts: How To Win at Salary Negotiation

Find out why it's so difficult to have this conversation at work, and what you can do to be prepared for it. Our Chief Marketing Officer Jenn shares her insights.

August 2021
Should I Ever Retire? Expert Advisor Weighs In on Retirement Age

8,000 people in the United States are turning 65 every day and many of them are putting off retirement. Here's why, from Anthony R. with Copper State Wealth Management. 

May 2021
Ask Our Experts - Identity Theft: What To Do When It Happens To You

None of us expect to have our identities stolen, but if you do, you'll want to know what to do next. Tune in for advice on prevention as well as steps to take.

May 2021
Easy + Empowered Budgeting in 4 Simple Steps

All it takes is four simple steps on how to create a budget that works! We'll walk you through the process and empower you to reach financial freedom.

April 2021
Beginner's Guide to Investing with Financial Advisor Ryan Graham

Learn the basics of investing and the different types of investments you should consider. 

April 2021
DIY Budget Spring Cleaning

This straightforward webinar shares how to clean up your finances by completing individual tasks - whether you only have 10 minutes, 30 minutes, or a few hours to spare.

March 2021
What Can A Mortgage Refi Do For You?

Learn the ways a mortgage refi can save you money, as well as when a mortgage refi may not be the best idea.

March 2021
Save & Simplify When You Buy a House

You'll learn five key ways to save along with three smart tips to simplify your home buying experience. We'll also share AZ homebuying case study David and Julita's recent experience buying a home in Glendale, AZ.

February 2021
Smart Debt Consolidation Plan for Anyone Under 50

Take a realistic look at debt consolidation. We'll chat about pros, cons, and who it might be right for. 

February 2021
Ask Our Experts: What's the Secret to a Good Credit Score?

Our VP of Lending, Russ, shares his experience looking at tens of thousands of credit reports over his career. He shares what's most important to do and not to do when it comes to your credit.

February 2021
Help! I'm in College & Don't Have a Budget

College is such an in-between time for your finances. Don't stress - instead, tune in for money saving tips plus learn the simple steps you need to make a workable college budget.

January 2021
How To Pay Off Debt - Top 2 Strategies

If you're trying to pay off debt,  either one of these strategies is going to make faster progress than those minimum payments!