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 by Trustage™
When: March 26, 2025 | 6:00 PM EST
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
Are You Financially Healthy? by BALANCE
When: April 8 or April 17, 2025 | 1:30 PM EST
True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also confidentially determine your Financial Health Score and the steps to improve that score.
Key Takeaways:
- Understand the four pillars of financial health: Spend, Save, Borrow, and Plan.
- Learn how to assess your overall financial well-being.
- Discover actionable steps to improve your Financial Health Score.
- Confidentially determine your personal Financial Health Score during the session.
Get to know the Social Security rules for retirement by Trustage™
When: April 9, 2025 | 6:00 PM EST
Topics Include:
- 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
Get to know the Social Security rules for retirement by Trustage™
When: April 17, 2025 | 6:00 PM EST
Topics Include:
- 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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Routing Number: 211178200
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