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.
Dollars and Sense: Managing Money for a Healthier Mind
Presented by BALANCE
When: May 6, 2025 | 2:30 PM EST
Did you know that your financial health can significantly impact your mental well-being? Explore the powerful relationship between money and mental health by diving into how financial stress affects your emotional state and learn how to create a balanced approach to money management, build financial resilience, and reduce anxiety around financial decisions.
Key Takeaways:
- Understand the connection between financial health and mental well-being.
- Learn how financial stress impacts your emotional state.
- Discover strategies to manage money in a balanced, stress-reducing way.
- Build financial resilience to improve both financial and mental health.
- Gain tools to reduce anxiety around financial decisions.
Who Should Attend:
- Individuals experiencing financial stress or anxiety.
- Those looking to improve their financial habits and mental well-being.
- Anyone interested in a balanced approach to money management.
Income for Life Workshop
Presented by TruStage
When: May 15, 2025 | 6:00 PM EST
Join us for this exclusive seminar as leading financial professional Travis Stanley dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions.
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
The 3 Transitions to Retirement
Presented by TruStage
When: May 27, 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.
We’ll explore:
- 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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Routing Number: 211178200
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