Webinars & Seminars

Make plans to join us for our next financial education event!

Free events, invaluable information

We regularly host webinars and seminars with our various partners to provide you information about timely financial topics and good financial advice you can put into action. Take a look at our upcoming schedule and make sure you register in advance for these popular events. Best of all, they're free for everyone. We also have free educational resources you can use to move ahead financially.

Estate Planning Webinar

We're here to help you understand the importance of estate planning, which is an essential part of your overall financial wellness. An estate plan ensures your wishes are honored and your loved ones are protected if something happens to you. 

To help you get started, we're hosting a free member webinar on estate planning, so you can learn exactly what you need and why it matters before you begin. 

Partner Colorado members who attend this webinar, can enjoy 30% off wills & trusts.*

Here's What You'll Learn:
• Why estate planning matters, no matter the size of your estate
• How an estate plan can protect your assets and loved ones
• The estate planning services and resources available to Partner Colorado members


When: Tuesday, April 21 @ 12:00 pm

If you're not ready to complete your plan yet, you can still purchase today to lock in your savings. Then take your time completing it at your own pace. Split payment options are also available for your convenience. 
 
Have questions? Get personalized support, every step:
• Schedule a free phone call appointment with an Estate Planning Specialist
• Or contact our Member Support Team at (970) 289-5127

If you're not able to attend this webinar, you can still receive 20% off wills & trusts as a Partner Colorado member.* 

Business Banking for Growth: Essential Accounts and Services

Small business banking is about more than products, it's about a partnership. With the right financial partner, you'll have access to financing, tools and advice that can help you grow, adapt and thrive. Partner Colorado's business banking experts will show you how to use and optimize the following products, services and resources.

• Online and mobile banking
• Mobile check deposits
• NEW Benefits Checking
• Fraud prevention using positive pay for ACH and checks
• NEW Business Resource Center including free templates, checklists and calculators
• Question-and-answer session

When: Thursday, May 7 from 6:00-7:30 pm
Where: Partner Colorado Headquarters, 5269 W. 62nd Ave., Arvada

This in-person seminar will include dinner catered by Parry's Pizzeria and Taphouse. Save your spot and register today!

Emotionally Healthy Spending

Join us for an empowering webinar on emotionally healthy spending. Whether you’re working to set clearer financial boundaries with loved ones, hoping to curb impulse purchases or simply wanting to feel less anxious about money, you’re not alone. This webinar will introduce practical strategies to reduce financial stress and help you build a healthier, more confident relationship with your finances.

When: Wednesday, May 13 @ 12:00-1:00 pm
Presented by: GreenPath

What You Will Learn

  • Practical strategies for building a healthier relationship with money
  • Tips for navigating uncomfortable or emotional money conversations
  • Simple ways to reduce financial stress and feel more in control


Who Should Attend?

  • Anyone who wants to feel more confident and balanced with money
  • Anyone feeling stressed or overwhelmed by their finances
  • Anyone preparing for a tough conversation about money

Free Online Financial Education Courses

Explore GreenPath’s LearningLab for all things financial. GreenPath brings you well researched courses and tools to give you a better understanding of money for a healthy financial life.

Here are some of the financial courses you can choose from.

• Mortgage Refinance 101
• Making the Most of Your Money
• Paying Down Your Credit Card
• Navigating Auto Loans
• And more!

Free Financial Worksheets & Guides

Use these free financial worksheets and guides to manage your finances. Print out the worksheets to complete by hand or save on your own computer to complete electronically.

Here are some of the topics you can access.

• Interactive Budgeting Worksheet
• Six Steps to Take When Seeking Mortgage Assistance
• A Guide to Understanding Your Credit
• Glossary of Financial Terms
• And more!

Resources to move you ahead.

Resources to move you ahead.
How To Review Your Own Finances

See how you can keep your finances on track.

Learn More: How To Review Your Own Finances
How To Talk Money With Your Partner

Make sure you are both on the same page.

Learn More: How To Talk Money With Your Partner
Things To Consider When You Get A Raise

Learn how to manage your increased salary.

Learn More: Things To Consider When You Get A Raise
Save Or Pay Off Debt

Discover which option is right for you.

Learn More: Save Or Pay Off Debt
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*Estate planning is an important step, and we're here to make the process simple and accessible. While we provide tools to help you create an estate plan, we are not a law firm and do not offer legal advice.

Using our service is not a substitute for a lawyer and does not create an attorney-client relationship. If you have complex legal questions or need personalized advice, we encourage you to consult a licensed attorney.

Partner Colorado members are eligible for a 20% discount. The offer is valid on Estate Planning packages purchased on or before April 30, 2026. Offer is subject to change.