Classes & Events

Get to know it all.

From paying off your student loans to looking far into the future with retirement options, Establishment classes and events give you a chance to dive in to the topics that matter most. So, for just one night, go back to school—no homework or final exam required.

Classes offered at the Establishment

There are currently no classes schedule in

Creating a Budget

You’d never set out on a cross-country road trip without consulting a map. Likewise, you can’t expect to reach your financial goals without a plan. Together we will break down the budget writing process and learn how to create a strategy for spending and saving.

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Next Class:

THU / MAR 21

6:00PM - 8:00PM EST

@ The Establishment(Corporate Parkway)

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Females and Finance

For women, financial independence isn’t just a matter of strength, it’s a matter of necessity. From budgeting to investing to financial management, there are steps women can take to better control their financial lives. Learn the steps you can take to help become financially independent.

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Next Class:

THU / APR 25

6:00PM - 7:00PM EST

Online Class

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Navigating Your Taxes

It’s been said that the only things in life that are certain are death and taxes. Although we can’t live forever, there are some things you can do to maximize tax efficiently to help keep more of your hard-earned cash and we can teach you how.

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Next Class:

WED / APR 3

6:00PM - 7:00PM EST

Online Class

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The Fundamentals of Investing

Investing can seem intimidating, but it can also be super approachable—once you know what you’re doing. It’s all about understanding the fundamentals, and realizing how each can aid your investment journey.

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Next Class:

WED / APR 17

6:00PM - 8:00PM EST

@ The Establishment(Corporate Parkway)

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Wine and Investing 101 (in-person)

Ah, wine and investing. Both can seem intimidating, conjuring up pictures of snooty sommeliers or aggressive traders. But, both can also be super approachable—at least, once you know what you’re doing.

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Next Class:

WED / APR 10

6:00PM - 8:00PM EST

@ The Establishment(Corporate Parkway)

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