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.
Mastering the Gig Economy
Presented by Balance
July 17, 2025 | 8:30 PM EST
If you do gig work, you know how tricky it can get on the money management side of things. In this jampacked presentation you’ll learn how to take control of your financials and get actionable steps for simplifying healthcare, retirement, taxes, budgeting, savings, and more.
Key Takeaways:
- Learn effective strategies for managing finances as a gig worker.
- Discover actionable steps for simplifying healthcare and retirement planning.
- Understand tax obligations and budgeting tailored for gig income.
- Explore savings techniques to build financial security.
Understanding Medicare
Presented by TruStage
When: July 23, 2025 | 6:00 PM EST
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.
We'll Explore:
- Key differences between Medicare parts A, B, C and D
- Tips for choosing your coverage
- How to enroll in Medicare
- How to plan your retirement income with health care costs in mind
Income for Life
Presented by TruStage
When: August 6, 2025 | 6:00 PM EST
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
We’ll explore:
- Sources of retirement income you can rely on
- Retirement risks you face now
- Income strategies you should consider
- How you can use annuities to guarantee income for life
Raising a Money Smart Kid - Back to School Edition
Presented by Balance
When: August 12, 2025 | 1:30 PM EST or August 21, 2025 | 8:30 PM EST
Earning money, spending and saving are important lessons children learn very early on in life. This session will help guide parents on effective ways to educate children about financial responsibility that can last a lifetime
Key Takeaways:
- Understand the importance of teaching financial responsibility to children early on.
- Discover effective strategies for discussing money management with kids.
- Learn how to incorporate lessons on earning, spending, and saving into daily life.
- Explore age-appropriate activities and resources to reinforce financial concepts.
- Gain tips on fostering a positive attitude towards money and saving.
Who Should Attend:
- Parents looking to instill financial literacy in their children.
- Caregivers and educators interested in teaching financial responsibility.
- Individuals seeking practical tools for discussing money management with kids.
- Anyone wanting to ensure their children develop lifelong financial skills.
First-Time Homebuyers
Presented by Connex
When: August 13, 2025 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
The Three Transitions to Retirement
Presented by TruStage
When: August 20, 2025 | 6:00 PM EST
Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.
Key Takeaways:
- More confidently address the financial, lifestyle and emotional transitions to retirement
- Guard against risks and manage the inevitable ones
- Gauge when you’re ready for retirement
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