Continuing education is key to long-term financial wellness. That's why we are offering online classes presented by our friends at BALANCE. There is no charge to attend these webinars and your friends and family are welcome to attend, too. Simply register in advance using the links below. (Be sure to tell them 1st United sent you.)

CAN'T MAKE IT? No worries. Pre-register and you'll receive a recording of the class.


The Sandwich Generation: Taking Care of Kids and Parents
The Sandwich Generation is positioned in the middle. They care for aging parents while supporting their own children. In this webinar, participants will learn how to manage their parents’ medical, legal, and financial needs, while ensuring they stay financially prepared for their kids’ future.

Session 1: Tuesday, August 10, 2021 | 10:30 - 11:30 a.m.
Session 2: Thursday, August 19, 2021 | 5:30 - 6:30 p.m.



Financially Savvy Seniors

Retirement can be a great time for seniors if they are prepared financially. Attendees will learn about specific retirement concerns such as managing money, Medicare, Social Security, improving cash flow, insurance, investing, estate planning, and more

Session 1: Tuesday, September 7, 2021 | 10:30 - 11:30 a.m.
Session 2: Thursday, September 16, 2021 | 5:30 - 6:30 p.m.



Using Credit Cards Wisely

A credit card can be a valuable financial tool. However, before racking up big charges on multiple cards, participants should learn smart ways to handle their credit cards and take a disciplined approach.

Session 1: Tuesday, October 12, 2021 | 10:30 - 11:30 a.m.
Session 2: Thursday, October 21, 2021 | 5:30 - 6:30 p.m.

Young person holding piggy bank

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We’ve been celebrating our members and communities in the Bay Area since 1932.