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.
Rollover Planning
Presented by TruStage
When: June 24, 2026 | 6:00 PM EST
Topics include:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each options
- How a rollover works
- And more
Mindful Budgeting: Aligning Spending with Your Values
Presented by Balance
When: July 7, 2026 | 1:30 PM EST and July 16, 2026 | 5:00 PM EST
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.
Mindful Money: Financial Decisions with Intention
Presented by Balance
When: July 8, 2026 | 10:30 AM EST and 2:00 PM EST
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.
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