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
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.
see all class datesBuilding Upon Investment Fundamentals
Knowing the fundamentals of investing are essential to building any portfolio—but they’re just the start. More advanced concepts, behaviors and maneuvers can diversify your strategy, and help advance your financial plans.
see all class datesBuying 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.
see all class datesCreating 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.
see all class datesCrafting 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.
see all class datesFemales 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.
see all class datesNavigating 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.
see all class datesParents and Money
You love being a parent, but it isn’t always easy. You take on so many tasks that only a superhero could complete them all. If you’re looking to add “being smart about your money” to that ever-growing list, we can help.
see all class datesWine 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.
see all class dates