Gather with other NestWise members for fun, interactive, online classes that will help you learn practical ways to take control of your financial life.
Are you aligned with your spouse on the financial decisions in your lives? In this live call, find out how creating Money Vows and tackling those challenging conversations can help you and your spouse reach the financial goals you both care about. There will be an opportunity for real life examples and your questions.
Attend this 30-minute live call as NestWise financial planning experts explain the fundamentals of a financial plan and share the benefits of having one. Have questions? Get answers during the live call.
Dial in for our 15 minute check-ins to discuss your successes, questions and challenges about your budget. Come away with tips to help you stick to your budget and use it to make day to day spending decisions.
Budgeting is a process, do you know the steps? This 15 minute webinar will define the parts of a budget, outline 5 simple and easy steps to budgeting, and help you determine your personal budgeting style. Remember, one budget doesn’t fit all!
Your “money mindset” impacts the decisions you make every day. This 30-minute class will help you determine and understand your mindset. And, you’ll learn how to shift it, to better empower you to make financial decisions that align with your goals.
Have you and your spouse recently fought about money? If you are like most couples, the answer is probably yes. Money is emotional, and many couples find it challenging to navigate financial disagreements. Attend this webinar to hear how to constructively resolve your differences, and learn about guidelines that can facilitate positive outcomes. Receive practical tips on how to have those conversations, and on what to do when you come to an impasse.
Feel like you don’t know enough about investing? Need a refresher of investing basics? Join other investors in this fun, informative 30-minute class, where you’ll cover the important basics, and gain confidence to get actively engaged with investing.
Want to get ideas from an investment analyst? Attend our 30-minute online webinar or listen by phone as NestWise analysts share valuable, timely and topical information. You’ll have the chance to ask the analysts your own investing questions
Creating a budget is one thing, but staying on it can be difficult. Tracking your expenses, and making adjustments as things change, is vital to managing your spending. In this 30-minute class, you’ll learn how to spend within your budget.
For many people, shopping is a hobby, and can be a fun but costly event. Listen in on this 15-minute webinar to get simple ideas that will help cut down your clothing costs while still buying what you and your family need.
Have you noticed you spend a lot of money on entertainment for yourself or for your family? Fortunately, there are plenty of ways to have fun without breaking the bank. In this 15-minute webinar, you’ll learn easy tips that will help you skip the high costs without giving up the fun.
After household expenses, Americans spend most of their money on food. In this 15 minute webinar, you’ll learn practical cost-cutting tips and tricks that you can start using right away.
Maintaining a household can be expensive, but there are numerous small steps you can take to reduce your overall costs. In this 15 minute webinar, you’ll learn simple cost-cutting tips and tricks that you can use immediately.
Would you like to reduce your costs both before and during your vacation? Join us for this 15-minute webinar and learn easy tips and tricks that can help lower your vacation costs without sacrificing the memories.
Our Challenges are designed to jump start you into action. These 12-minute phone calls can help you move towards realizing your financial goals.
Are there things you can spend less money on, or do without completely? This challenge includes four 12-minute calls, spread over a two-week period, designed to offer support and ideas to help you continue to cut costs and get your spending under control.
Are you prepared when unexpected needs arise? In this challenge, you’ll join a group of like-minded savers, 2 times a week to learn how to make real progress toward building your “rainy day” fund.
Over 12 days, you’ll discover opportunities to cut costs and redirect your dollars to what matters most. You’ll take 12 minutes a day, 3 days a week for 12 days to check in with your fellow “trackers,” and gain even greater insight into your spending.
Investing can be emotional, especially when the market is down. Join our 12-minute calls, 3 days a week, to help you ride the investing wave. You’ll manage a “mock” portfolio, and learn how your emotions play a role in your investing life.
As you build your cost-cutting habit, you’ll be amazed at how much money you can save, and the myriad of ways you can reduce your expenses. Over 30 days, weekly 12-minute check-in calls are designed to help you cut costs in many parts of your budget.
During this 30 day challenge, you’ll develop your tracking habit and continue to take on active budgeting and cost cutting. Once a week for 4 weeks, you’ll join other “trackers” on a group call to understand exactly where your hard-earned money is going.
This 5-day challenge will help you begin to reduce daily spending and stay on your budget. Three 12-minute calls – spread over 5 days -- will enable you to check in with yourself and others to share cost-cutting suggestions, tips, and tricks.
Developing a budget you can follow is vital to successfully managing your finances. In this 5-day series of 12-minute group calls, you’ll take small, daily steps that result in a first draft of your budget.
Do you know where your hard-earned paycheck goes every week? Over 5 consecutive days, you’ll track your spending. Five 12-minute group calls will help you stay on track. After 5 days, you’ll have a clearer picture of your daily spending.
Get support to start saving for the things that you need - and want - most. You’ll join 3 group calls that will help you create a personalized action plan to get started making progress toward your savings goals.
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