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.
Mindful Money: Financial Decisions with Intention
Presented by Balance
When: July 8, 2026 | 10:30 AM EST and 2:00 PM EST
Strong financial decisions begin with awareness. This workshop helps participants understand how emotions, habits, and external influences shape everyday money choices—and how to slow down decision-making with intention. Through guided reflection, live polls, and practical tools, participants learn to align financial decisions with their values, stay grounded under pressure, and make choices that support both financial confidence and overall wellbeing.
First-Time Homebuyers Workshop
Presented by Connex
When: July 9, 2026 | 6:00 PM
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 you need for a down payment
- home shopping
- pre-qualification vs. pre-approval
- and more!
First-Time Homebuyers Workshop
Presented by Connex
When: July 15, 2026 | 12:00 PM
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 you need for a down payment
- home shopping
- pre-qualification vs. pre-approval
- and more!
Social Security and Your Retirement
Presented by TruStage
When: July 15, 2026 | 6:00 PM
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
Topics include:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
Mindful Budgeting: Aligning Spending with Your Values
Presented by Balance
When: July 16, 2026 | 5:00 PM EST
Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, supports your goals, and helps you stay on track. Participants will learn how to set short- and long-term financial goals, allocate income intentionally, and create a budget that sticks.
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