Financial wellness starts with education
You’re planning for your future but you’re also working through today. We have the financial education to meet you where you are and get you where you want to be.
Financial Education with Banzai
We’ve partnered with Banzai to bring you free interactive financial education for all ages, using real-life scenarios.
Gain experiential learning using our library of articles, calculators, virtual coaches, and courses for kids, teens, and adults.
Explore the topics below and gain the knowledge and confidence you want to manage your finances today.
Knowledge Begins With a Click, Explore These Topics Now
Saving | Budgeting | Borrowing and Credit | Housing | Insurance | Retirement | Taxes | Life Changes | Investing
Learn about managing personal finances with Banzai Courses. Designed for K-12 students these simulations provide experiential learning using trial and error while introducing financial literacy concepts to help navigate real-life scenarios like budgeting, paying bills, and saving for future goals.
Courses are free and available in both English and Spanish.
Banzai Learning Courses
Ages 8-12
Learn about saving, spending, and reaching goals by opening a lemonade stand!
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- Income
- Budgeting
- Borrowing
Learn more about Banzai Junior or sign up now, it’s free!
Ages 13-18
Your character is a recent high school grad navigating saving, working, and unexpected expenses!
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- Insurance
- Taxes
- Paying Rent
Learn more about Banzai Teen or sign up now, it’s free!
Ages 16+
Adulting can be hard! Tackle issues like maintaining credit, qualifying for a mortgage, and saving for retirement.
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- Credit Scores
- Mortgages
- Trade-offs
Learn more about Banzai Plus or sign up now, it’s free!
Financial Wellness Resources
Articles
Check out our library of quick-read articles, arming you with information and tips on a range of financial topics.
Calculators
Get help running the numbers. We have a range of calculators to help you zero in on where you want to be.
Coaches
Guided virtual coaching to help walk you through budgeting, life changes, retirement, and more.
Community Education
Interested in having a member of our Clearwater Team speak in your class, after-school program, or civic group?
We have a team of co-workers who can provide financial education and cover various real-world scenarios on a range of topics from saving, budgeting, loans, understanding and building credit, values-based banking, and more!
Email us or visit our contact form and select “Community Education” in the subject drop-down menu to get started. We’ll tailor our presentation to fit your time and needs.
Contact us about Community EducationClearwater Financial Literacy Series
We partner with local learning centers to offer a collection of FREE financial literacy courses. Learn how to apply for a loan, understand your credit, improve your understanding of basic banking, and more!
Interested in the classes but don’t see a time that works well for you? Check out our course offerings below and contact us if you would like us to present to your organization or class.
Banking Basics
Get an overview of banking – including checking and savings accounts, why they are important, how to open and protect your accounts, and how to use banking in your everyday life.
Available Classes:
Missoula
09/14/2022 @ 12:00-1:30PM
10/05/2022 @ 5:30-7:00PM
Location: Dickinson LLC – Room 204
Register for Banking Basics in Missoula
Corvallis
09/14/2022 @ 6:00-7:00PM
Location: Corvallis School District Central Office Conference Room
Understanding Credit
Learn about the history of credit, what factors make up your credit score, and gain a better understanding of how to build or repair, maintain, and protect your credit.
Available Classes:
Missoula
09/21/2022 @ 12:00-1:30PM
10/12/2022 @ 5:30-7:00PM
Location: Dickinson LLC – Room 204
Register for Understanding Credit in Missoula
Corvallis
09/21/2022 @ 6:00-7:00PM
Location: Corvallis School District Central Office Conference Room
Understanding the Lending Process
Understand what a loan is, the different loan types, the 4 Cs of lending (Credit, Capacity, Collateral, and Character), where and how to apply for a loan, plus additional loan factors.
Available Classes:
Missoula
09/28/2022 @ 12:00-1:30PM
10/19/2022 @ 5:30-7:00PM
Location: Dickinson LLC – Room 204
Register for Understanding the Lending Process in Missoula
Corvallis
09/28/2022 @ 6:00-7:00PM
Location: Corvallis School District Central Office Conference Room
Financing Your Education
Would you like to start considering how to pay for and finance your child’s future education costs? Join us as we discuss college options and the costs associated with higher education. We will discuss savings ideas, tuition financing, and how to start budgeting as a family. We will also cover various strategies for making the most of what’s available, including scholarships. This class is intended for adults – no childcare provided.
Student Loan Repayment
Having a plan in place to finance your child’s education is an important first step in higher education. Successfully making loan re-payments is an important piece of this plan. Join us to learn about options to pay off college debt and anticipate future costs. This class is intended for parents and other interested participants ages 16+. No child care provided.
Financial Counseling
Let us help you find solutions and take control of your finances.
We offer free financial counseling for members. Learn how to build a better budget, improve credit, or even navigate identity theft issues.
Have other financial concerns? Our certified Financial Counselor can help find solutions unique to you.
Learn about our free financial counseling
