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.
Safeguarding Seniors: Strategies to Combat Elder Financial Exploitation
Presented by Connex
When: November 13, 2025 | 8:30 PM EST
Elder financial exploitation is a growing concern that affects millions of seniors each year. Learn about common tactics used by scammers, how to recognize the signs of financial abuse, and practical steps to take if you suspect someone you know is being exploited.
Key Objectives:
- Understand the most prevalent schemes targeting seniors and how scammers operate.
- Learn to identify the warning signs of financial exploitation in aging adults.
- Discover steps to safeguard seniors’ finances and prevent abuse.
- Gain insights into what to do and where to seek help if exploitation is suspected.
Three Transitions to Retirement
Presented by TruStage
When: November 18, 2025 | 6:00 PM EST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
Topics include:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
First-Time Homebuyers
Presented by Connex
When: November 20, 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
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