Educational Workshops
Connex members can take advantage of FREE educational workshops on various financial topics including Budgeting, Credit Score, Reverse Mortgages, Medicare, Online Services, Identity Theft, and First-Time Homebuyers.
Sleighing the Holiday Season
Presented by Balance
December 18, 2025 | 8:30 PM EST
It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future debt traps.
Key Objectives:
- Learn practical strategies to plan and stick to a holiday budget.
- Avoiding Overspending: Discover tactics to resist impulse purchases and manage seasonal expenses.
- Debt-Free Celebrations: Understand how to prevent year-end credit card crunch and future financial pitfalls.
- Planning for Financial Success: Gain tools to set yourself up for a stress-free start to the new year.
Ten Steps to Improve Financial Wellness
Presented by Balance
January 6, 2026 | 1:30 PM EST or January 15, 2026 | 5:00 PM EST
We all measure financial success differently, but all paths getting there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.
By the end of this webinar, participants will be able to:
- Understand the core principles of personal financial planning
- Identify strategies for reducing and managing debt
- Understand the basics of investing and building wealth over time
- Recognize the importance of emergency funds and how to build one
- Learn practical steps to improve credit scores
- Develop habits that lead to long-term financial wellness
- Navigate common financial pitfalls and how to avoid them
- Take immediate action toward a healthier financial future
First-Time Homebuyers
Presented by Connex
When: January 22, 2026 | 12:00 PM EST
This virtual workshop covers the basics of the homebuying process from start to finish and what you can expect when buying your first home.
Topics include:
- Determining if you're ready to purchase a home
- What do you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- And more
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