Explore Upcoming Financial Workshops

Learn about college savings strategies with the ScholarShare 529 College Savings Plan. This session covers key educational planning considerations and includes time for questions at the end.

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.

Caring for both children and aging loved ones can strain time, finances, and emotional wellbeing. This workshop helps multigenerational caregivers understand competing financial demands, plan proactively, and access resources. Participants learn strategies to reduce stress, set boundaries, and support stability for themselves and their families.

Understanding eligible 529 expenses can help you make informed decisions. Explore qualified expense categories including room and board, books, supplies, technology, K-12 tuition, apprenticeship programs, and student loan repayments to better understand how 529 savings may be used.

Strong financial decisions begin with awareness. This interactive workshop helps participants slow down and become more aware of everyday financial decisions. By exploring how emotions, habits, and external pressures influence money choices, participants learn how to pause, reflect, and decide 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.

Caring for both children and aging loved ones can strain time, finances, and emotional wellbeing. This workshop helps multigenerational caregivers understand competing financial demands, plan proactively, and access resources. Participants learn strategies to reduce stress, set boundaries, and support stability for themselves and their families.