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.
Raising Financially Mindful Teens
Presented by Balance
When: August 4, 2026 | 1:30 PM EST or August 16, 2026 | 5:00 PM EST
The teen years are a critical time for developing financial independence. This workshop supports parents and teens in navigating real-world money decisions such as spending, saving, earning, and credit awareness. Through practical tools and guided discussion, participants learn how to foster confidence, responsibility, and mindful financial decision-making.
Money Scripts and Biases: Understanding Your Financial Story
Presented by Balance
When: August 5, 2026 | 1:30 PM EST or 5:00 PM EST
The teen years are a critical time for developing financial independence. This workshop supports parents and teens in navigating real-world money decisions such as spending, saving, earning, and credit awareness. Through practical tools and guided discussion, participants learn how to foster confidence, responsibility, and mindful financial decision-making.
Understanding Medicare
Presented by TruStage
When: August 5, 2026 | 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. Attending the Understanding Medicare seminar is a great first step in this process.
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
First-Time Homebuyers Workshop
Presented by Connex
When: August 10, 2026 | 6:00 PM
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!
First-Time Homebuyers Workshop
Presented by Connex
When: August 12, 2026 | 12:00 PM
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!
Three Transitions to Retirement
Presented by TruStage
When: August 26, 2026 | 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.
Topics include:
- 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
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