Educational Workshops
Connex members can take advantage of FREE educational workshops on various financial topics including Budgeting, Credit Score, Reverse Mortgages, Medicare, Online Services, Identity Theft, and First-Time Homebuyers.
Are You Financially Healthy?
Presented by Balance
April 7, 2026 at 1:30 PM EST or April 16, 2026 at 5:00 PM EST
We’ll talk about what it means to be financially healthy – which is so much more than just your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also confidentially determine your Financial Health Score and the steps to improve that score.
First-Time Homebuyers
Presented by Connex
When: April 9, 2026 | 6:00 PM EST
This virtual workshop covers the basics of the homebuying process from start to finish and what you can expect when buying your first home.
Topics include:
- Determining if you're ready to purchase a home
- What do you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- And more
First-Time Homebuyers
Presented by Connex
When: April 15, 2026 | 12:00 PM EST
This virtual workshop covers the basics of the homebuying process from start to finish and what you can expect when buying your first home.
Topics include:
- Determining if you're ready to purchase a home
- What do you need for a down payment
- Home shopping
- Pre-qualification vs. pre-approval
- And more
Social Security and Your Retirement
Presented by TruStage
When: April 28, 2026 | 6:00 PM EST
Topics include:
- The rules for starting Social Security benefits
- How spouses coordinate their benefits
- Different things you can do to potentially increase your benefits
- Where Social Security fits into your retirement plans
College Award Letters Explained – What’s Changed This Year
Presented by Student Choice
When: April 30, 2026 | 1:00 PM EST or 6:00 PM EST
Receiving your financial aid award letter is one of the most important steps in planning for college – but award letters aren’t always easy to understand. With major federal student loan changes coming under the One Big Beautiful Bill (OBBB) Act, it’s more important than ever to know your options and make confident decisions about paying for school. In this webinar, our expert will address:
Topics include:
- How to read and compare award letters
- The financial aid process and timeline
- Key federal student loan changes under OBBB
- How changes may affect borrowing and repayment
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