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.
Income for Life
Presented by TruStage
When: June 3, 2026 | 6:00 PM EST
Topics include:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
First-Time Homebuyers
Presented by Connex
When: June 9, 2026 | 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 do you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- And more
Becoming a Homeowner II – The Mortgage & Buying Process
Presented by Balance
When: June 11, 2026 | 5:00 PM EST
Once you’re financially ready, the next step in becoming a homeowner is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer and closing on your home. You’ll learn how to avoid common mistakes and ensure your purchase supports your long-term financial health.
First-Time Homebuyers
Presented by Connex
When: June 15, 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
Rollover Planning
Presented by TruStage
When: June 24, 2026 | 6:00 PM EST
Topics include:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
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Routing Number: 211178200
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