Explore Upcoming Financial Workshops

Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, supports your goals, and helps you stay on track. Participants will learn how to set short- and long-term financial goals, allocate income intentionally, and create a budget that sticks.

Strong financial decisions begin with awareness. This workshop helps participants understand how emotions, habits, and external influences shape everyday money choices—and how to slow down decision-making with intention. Through guided reflection, live polls, and practical tools, participants learn to align financial decisions with their values, stay grounded under pressure, and make choices that support both financial confidence and overall wellbeing.

Learn about college savings strategies with the ScholarShare 529 College Savings Plan. This session will cover key educational planning considerations and provide opportunities for questions at the end of the session.

Strong financial decisions begin with awareness. This workshop helps participants understand how emotions, habits, and external influences shape everyday money choices—and how to slow down decision-making with intention. Through guided reflection, live polls, and practical tools, participants learn to align financial decisions with their values, stay grounded under pressure, and make choices that support both financial confidence and overall wellbeing.

Everyone wants more control over their financial life — and the key to getting there is a budget. In this session, you’ll discover how to build a realistic spending plan that works for your lifestyle, supports your goals, and helps you stay on track. Participants will learn how to set short- and long-term financial goals, allocate income intentionally, and create a budget that sticks.

Learn about 529 college savings plans in just 20 minutes. Discover how 529 plans work, potential tax considerations, and steps to consider when getting started saving for education. Designed for busy individuals who want foundational knowledge during their lunch break, whether you're considering saving for your child, grandchild, or even yourself.