Explore Upcoming Financial Workshops

Once you’re financially ready, the next step in becoming a homeowner is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer and closing on your home. You’ll learn how to avoid common mistakes and ensure your purchase supports your long-term financial health.

Build the core habits that support a healthy, resilient financial life.  You’ll explore the essentials – mindful spending, intentional saving, debt management, and future planning- through a lens of clarity, confidence, and everyday practicality.  Learn simple, meaningful strategies you can use immediately!

Build the core habits that support a healthy, resilient financial life.  You’ll explore the essentials – mindful spending, intentional saving, debt management, and future planning- through a lens of clarity, confidence, and everyday practicality.  Learn simple, meaningful strategies you can use immediately!

Learn about 529 college savings plans in just 20 minutes.  Discover potential tax considerations and steps to take when getting started with saving for education.  Designed for busy individuals who want foundational knowledge during their lunch break.

Once you’re financially ready, the next step in becoming a homeowner is understanding the mortgage and homebuying process so you can make confident, informed decisions. This session walks you through everything from comparing mortgage options to making an offer and closing on your home. You’ll learn how to avoid common mistakes and ensure your purchase supports your long-term financial health.

Do you ever wonder why you left the store with $500 worth of clothes you didn’t plan on buying? Or why did you buy one pair of shoes over another? There’s more to it than just personal preference. Psychologists have found that many forces govern our consumer behavior and cause us to make decisions that are not necessarily rational or in our best interest. However, understanding why we buy what we buy can help us make better decisions in the future.

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 understand better how 529 savings may be used.