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.
Rollover Planning
Presented by TruStage
When: December 9, 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.
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
Sleighing the Holiday Season
Presented by Balance
When: December 9, 2025 | 1:30 PM EST or December 18, 2025 | 8:30 PM EST
It may be called “the most wonderful time of the year” but December can also be filled with unwanted debt and overspending. Learn budgeting strategies and tactics to avoid year-end credit card crunch and future debt traps.
Key Objectives:
- Learn practical strategies to plan and stick to a holiday budget.
- Avoiding Overspending: Discover tactics to resist impulse purchases and manage seasonal expenses.
- Debt-Free Celebrations: Understand how to prevent year-end credit card crunch and future financial pitfalls.
- Planning for Financial Success: Gain tools to set yourself up for a stress-free start to the new year.
First-Time Homebuyers
Presented by Connex
When: December 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
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