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

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Ask Me Anything

Have financial questions about items ranging from the state of the economy, health crisis-related financial aid or how to prep for future fiscal pitfalls? We’ll try to answer them all—as well as inquiries about any other monetary items—throughout this helpful and engaging session.

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Next Class:

WED / JUN 24

1:00PM - 2:00PM

Online Class

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A Guide to Retirement Planning

Retirement planning. One of the most yawn-worthy topics around—but not at The Establishment. While retirement may be more than 30 years away, we can help you walk the fine line between paying for today and planning for your future.

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Next Class:

TUE / JUN 16

6:00PM - 7:00PM

Online Class

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Buying Your First Home

Understand the pros and cons of renting and buying, learn how to budget and save for your down payment, and find out how buying your first home can impact other aspects of your life.

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Next Class:

WED / JUN 17

2:00PM - 3:00PM

Online Class

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Couples and Money

Money talk isn’t exactly pillow talk, but it is a critical discussion that must be had in every healthy relationship. Whether you are dating, married or all but married, there will be some overlap in finances. Let us help you and your significant other start the conversation.

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Next Class:

TUE / JUN 30

6:00PM - 7:00PM

Online Class

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Crafting Cocktails and Financial Plans

We’re shaking things up, pairing delicious craft cocktails with smart financial education to make both a little less intimidating and a lot more satisfying. If you want to know how a financial plan can help you find financial balance and bring your dreams and goals more within reach, then this is the class for you.

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Next Class:

THU / JUN 18

6:00PM - 7:15PM

Online Class

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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 / JUN 11

1:00PM - 2:00PM

Online Class

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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 / JUN 25

6:00PM - 7:00PM

Online Class

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Investing 201

If you already have the fundamentals of investing down and you are ready for more advanced concepts, you have come to the right place. Investing 201 breaks down the barriers that may be keeping you from exploring financial markets.

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Next Class:

FRI / JUN 19

12:00PM - 1:00PM

Online Class

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Navigating Your Career Path

Finding the career you want to pursue can be a daunting task. There are so many options and it doesn’t end there. You have your resumé to perfect, an interview to nail, and a salary to negotiate. Where do you start?

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Next Class:

TUE / JUN 23

6:00PM - 7:00PM

Online Class

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Personal Finance Fundamentals

Ready to take control of your money? Learn to manage it better by gaining a better understanding of how the fundamentals of personal finance work together to lay the groundwork of a solid financial foundation.

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Next Class:

WED / JUN 10

1:00PM - 2:00PM

Online Class

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Understanding Craft Beer and Financial Plans

Learn about some locally brewed craft beers, learn the fundamentals of tasting techniques and understand why a financial plan can be crucial in mapping out your financial future.

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Next Class:

THU / JUN 25

6:00PM - 7:15PM

Online Class

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The Bigger Picture of Credit Scores

Do you know your credit score—or what it means to your entire financial future? If not, check this one out. Pick up strategies to keep your credit report and score in tip top condition, learn where to go with a credit issue, and up your game with by knowing exactly what your number is.

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Next Class:

TUE / JUN 23

1:00PM - 2:00PM

Online Class

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Wine and Investing 101 (Wine included!)

Taste some delicious wines, learn some monetary know-how, and get up to speed in this best-of-both worlds crash course in wine and investing. Plus, 2 bottles of wine are included in this event!

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Next Class:

WED / JUN 24

6:00PM - 7:15PM

Online Class

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