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.
First-Time Homebuyers
Presented by Connex
When: October 6, 2025 | 6:00 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 you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- and more
Social Security and Your Retirement
Presented by TruStage
When: October 6, 2025 | 6:00 PM EST
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
First-Time Homebuyers
Presented by Connex
When: October 15, 2025 | 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 you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- and more
Federal vs Private Student Loans
Presented by Balance
When: October 16, 2025 | 8:30 - 9:30 PM EST
his workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.
Topics include:
- Understand the core differences between federal and private student loans
- Evaluate eligibility requirements and borrowing limits for each loan type
- Identify loan forgiveness and deferment options available for federal loans
- Choose the type of loan that aligns best with your education and financial goals
Who Should Attend:
- High school seniors, current college students, and graduate students considering or applying for loans
- Parents or guardians supporting students with college financing
- Recent graduates beginning the loan repayment process
- High school counselors looking to enhance their knowledge of loan options
Understanding Medicare
Presented by TruStage
When: October 30, 2025 | 6:00 PM EST
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.
Topics include:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
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