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.

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 monetary situations and challenges. Longevity, retirement, pay scales, caretaking, and breaks in service due to caring for children and parents, women may behave differently, not due to intrinsic personality differences but to different societal expectations and experiences. Without proper preparation, many women are leaving themselves vulnerable to poverty and hardship if something unexpected occurs. 

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.