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Resources

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. 

Financial Literacy Workshop:
Money Mindset & Financial Boundaries

Presented by Connex

When: July 29, 2025 | 6:00 PM EST 

Where: Dixwell "Q" House, 197 Dixwell Avenue, New Haven, Connecticut

Spend time with Christina Outlaw, Community Development Specialist will guide you through a review of Debt Management & Credit Building, Budgeting and will have a Q&A session after the review to address questions. Bring your laptops, tablets, and smartphones, Christina will also help attendees obtain and review credit reports and discuss some basic credit repair strategies.

Click Here To Register

 

First-Time Homebuyers

Presented by Connex

When: August 4, 2025 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

Click Here To Register

 

Income for Life

Presented by TruStage

When: August 6, 2025 | 6:00 PM EST 

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

We’ll explore:

  • Sources of retirement income you can rely on
  • Retirement risks you face now 
  • Income strategies you should consider
  • How you can use annuities to guarantee income for life

Click Here To Register

 

Raising a Money Smart Kid - Back to School Edition

Presented by Balance

When: August 12, 2025 | 1:30 PM EST or August 21, 2025 | 8:30 PM EST

Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime

Key Takeaways:

  • Understand the importance of teaching financial responsibility to children early on.
  • Discover effective strategies for discussing money management with kids.
  • Learn how to incorporate lessons on earning, spending, and saving into daily life.
  • Explore age-appropriate activities and resources to reinforce financial concepts.
  • Gain tips on fostering a positive attitude towards money and saving.

Who Should Attend:

  • Parents looking to instill financial literacy in their children.
  • Caregivers and educators interested in teaching financial responsibility.
  • Individuals seeking practical tools for discussing money management with kids.
  • Anyone wanting to ensure their children develop lifelong financial skills.

Click Here To Register

 

First-Time Homebuyers

Presented by Connex

When: August 13, 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

Click Here To Register

 

The Three Transitions to Retirement

Presented by TruStage

When: August 20, 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. 

Key Takeaways:

  • 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

Click Here To Register

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Routing Number: 211178200

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