DIY Budget Spring Cleaning Webinar

Thursday, April 8, 2021 at 7:00 PM | Zoom

Your closet isn’t the only thing that can use a good old-fashioned spring cleaning! In this 45 minute webinar, tidy up your budget with our top 4 tips for spring cleaning your money, plus:

  • Learn how to save instantly on monthly recurring fees
  • Get the insider negotiation tactic for lowering your monthly bill payments (there are two that you can reduce instantly!)
  • Get the basics for budgeting like a pro in just one month
  • And more!

Don't miss out, register now!

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The Savvy Investor's Weekly Market Watch

Mondays at 11:00 AM | Facebook Live

Our Copper State Wealth Management financial advisor experts will provide a stock market update in an easy-to-digest format featuring tips and insights on weekly market trends. Reserve your spot below!

 Save my seat for April 19!       Save my seat for April 26!

Ask Our Experts: Do You Need a Financial Assessment?

Wednesday, April 21, 2021 at 5:30 PM | Facebook Live

Get the inside scoop in our Q&A session with Greenpath partner Jessi G. as we quiz her on the top reasons why people need a financial assessment in 2021, including:

  • Who exactly needs a financial assessment right now?
  • Does this help if I'm looking to get out of debt?
  • If I'm planning to buy a house in the next six months, would this be the first step in the process?

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On-Demand Webinars

Previous Webinar Recordings

October 2020
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!

October 2020
Easy + Empowered Budgeting in 4 Simple Steps

Here are the four simple steps on how to create a budget that works! Free budgeting tools are provided as well. 


Webinars are brought to you in partnership with Copper State Wealth Management. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. Copper State Wealth Management, Copper State Credit Union, and PFG Advisors are separate entities. Securities America and its representatives do not provide tax or legal advice. Not NCUA Insured. No Credit Union Guarantee. May Lose Value.