Explore Upcoming Financial Workshops

Upcoming Workshops

Mastering the Gig Economy - Session 1

Tuesday, July 8, 2025
10:30 AM

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.

ScholarShare 529 Webinar for Families - Session 1

Wednesday, July 9, 2025
11:00 AM

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

Women & Money

Wednesday, July 16, 2025
12:00 PM

Why Women and Money?

There are no innate differences between men and women that make women less capable of understanding financial concepts or managing their money well.  However, men and women often face different financial situations and challenges.

Mastering the Gig Economy - Session 2

Thursday, July 17, 2025
5:30 PM

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.

ScholarShare 529 Webinar for Families - Session 2

Wednesday, July 23, 2025
11:00 AM

Learn about saving for college with the ScholarShare 529 College Savings Plan. We will review the following points and provide an opportunity for questions at the end.

• Paying for college “The basics”

• The cost of higher education

• Different ways to save

• Is ScholarShare 529 the right plan for you and your family?

• Getting started

• Making the most of existing accounts (resources)

• Q&A

Reservations are required, and instructions will be sent via email. If you require assistance viewing or listening to the webinar, you may call 877-654-7284 for representative assistance.

Raising a Money Smart Kid - Back to School Edition - Session 1

Tuesday, August 12, 2025
10:30 AM

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.

Raising a Money Smart Kid - Back to School Edition - Session 2

Thursday, August 21, 2025
5:30 PM

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.

Finances for New Families - Session 1

Tuesday, September 9, 2025
10:30 AM

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Finances for New Families - Session 2

Thursday, September 18, 2025
5:30 PM

Getting married. Having kids. These are natural progressions in life for many, but also present new financial situations and decisions to make immediately, and for the long term. This session will help you discover, prioritize, and design a workable plan for your family’s goals and lifestyle.

Federal vs. Private Student Loans - Session 1

Tuesday, October 7, 2025
10:30 AM

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.

Federal vs. Private Student Loans - Session 2

Thursday, October 16, 2025
5:30 PM

This workshop explains key differences between federal and private student loans, and compares eligibility, interest rates, repayment plans and more. Participants will learn how to choose the option that best suits their needs.