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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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 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 datesThe 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.
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.
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