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.
On the Road to Riches: The Foundations of Saving and Investing
Presented by Balance
February 3, 2026 | 1:30 PM EST or February 12, 2026 | 5:00 PM EST
Investing is one of the smartest things consumers can do to secure a brighter financial future. Every investor has different goals, risk tolerance, and cash flow, which will impact savings and investment choices. Participants will learn about savings strategies and tactics, investment tools, and how to develop an investment portfolio that works with their lifestyle and budget.
By the end of this webinar, participants will be able to:
- Identify savings strategies that support short- and long-term financial goals
- Compare different types of investment tools and their purposes
- Assess how risk tolerance, goals, and cash flow influence investment decisions
- Outline steps to begin building a personalized investment portfolio
- Apply practical, budget-friendly tactics to grow wealth over time
First-Time Homebuyers
Presented by Connex
When: February 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
First-Time Homebuyers
Presented by Connex
When: February 16, 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
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Routing Number: 211178200
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