SMARTChats: A Spring Refresh for Your Money Goals

Simple Strategies to Stay on Track

Life gets busy, and sometimes those New Year financial goals quietly slide to the bottom of our to-do lists. If your goals need a spring refresh, we’ve got just the thing for you!

This SMARTChats session is designed to help you:

  • Stay motivated and accountable without feeling overwhelmed

  • Adjust your plan when life throws you a curveball
  • Build simple routines that help you track progress and feel in control

Join us for a conversational webinar with our Financial Advocates, Jennifer Yanez, Gregory Medina, and Tamera Cole, where they’ll share practical strategies you can use. Come with questions or just for inspiration!

Date: Wednesday, March 11th, 2026

time: 11:00am PT/2:00pm ET

Please reach out to our Financial Advocate team if you have any questions.

First time registering? Please fill out the form below. If you have already registered, click here.

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