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.
Women and Investing
Presented by TruStage
When: June 24, 2025 | 6:00 PM EST
There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement?
We’ll explore:
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Mastering the Gig Economy
Presented by Balance
When: July 8, 2025 | 1:30 PM EST or July 17, 2025 | 8:30 PM EST
If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, savings, and more.
Key Takeaways:
- Learn effective strategies for managing finances as a gig worker.
- Discover actionable steps for simplifying healthcare and retirement planning.
- Understand tax obligations and budgeting tailored for gig income.
- Explore savings techniques to build financial security.
Social Security & Your Retirement
Presented by TruStage
When: July 9, 2025 | 6:00 PM EST
Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.
We'll Explore:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
First-Time Homebuyers
Presented by Connex
When: July 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 do you need for a down payment
- Home shopping
- pre-qualification vs. pre-approval
Understanding Medicare
Presented by TruStage
When: July 23, 2025 | 6:00 PM EST
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.
We'll Explore:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
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