Classes & Events

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

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!