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.
Investment Diversification
Presented by TruStage
When: September 8, 2025 | 6:00 PM EST
Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to face additional risks.
Key Takeaways:
- What traditional portfolio diversification is
- How the investment landscape changes
- How you can pursue your goals while mitigating risk
- How new annuity options help you rethink diversification
Finances for New Families
Presented by Balance
When: September 9, 2025 | 1:30 PM EST or September 18, 2025 | 8:30 PM EST
Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.
Key Takeaways:
- Create a joint financial plan and manage combined expenses
- Budget effectively for family finances, including baby-related costs and future needs
- Manage debt, build savings, and plan for education and retirement
- Safeguard your family with the right insurance coverage
Who Should Attend:
- Newlyweds or couples planning to get married
- New or expectant parents
- Anyone looking to align their financial plan with family goals
- Individuals interested in building a solid financial foundation for the future
Mastering Income & Side Hustles
Presented by Connex at the Dixwell "Q" House
When: September 9, 2025 | 6:00 PM EST
Christina Outlaw, Community Development Specialist, will lead a dynamic workshop, learn how to build multiple streams of income, turn your skills into side hustle cash, and understand the basics of self-employment banking and taxes.
You’ll complete an Income Stream Brainstorm and start your own 90-Day Hustle Plan to build momentum toward your goals.
Bring your laptops, tablets, or smartphones. Christina will guide attendees through a Credit Repair Mini Plan and answer questions during an open Q&A.
First-Time Homebuyers
Presented by Connex
When: September 16, 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 do you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- And more
Rollover Planning
Presented by TruStage
When: September 23, 2025 | 6:00 PM EST
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.
We will help you get a better understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- 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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