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.
The 3 Transitions to Retirement
Presented by TruStage
When: May 27, 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.
We’ll explore:
- 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
Buy or Rent: Weighing the Pros and Cons
Presented by Balance
When: June 3, 2025 | 1:30 PM EST or June 12, 2025 | 8:30 PM EST
Whether you’re a first-time homebuyer, a renter evaluating your next step, or simply curious about the current real estate landscape, deciding whether to buy or rent requires careful consideration. This session will help you navigate the pros and cons of both options by exploring the financial, lifestyle, and market factors that influence this important decision.
Key Takeaways:
- Understand the financial benefits and drawbacks of both buying and renting.
- Learn how lifestyle factors and market conditions impact your decision.
- Discover how homeownership builds equity and the flexibility that renting offers.
- Gain tools to assess your personal financial readiness to buy a home.
Who Should Attend:
- First-time homebuyers considering whether to buy or rent.
- Renters evaluating if it’s the right time to transition to homeownership.
- Anyone looking for practical information to influence their housing decisions.
Rollover Planning
Presented by TruStage
When: June 3, 2025 | 6:00 PM EST
Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
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
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Routing Number: 211178200
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