Classes & Events

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.

A financial plan isn’t just for the wealthy. No matter how much money you have, a financial plan can help you create a path to make your financial goals more within reach. Together, we’ll learn how to build something strong, stable, and seriously impressive: your financial plan.

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.

Investing can seem intimidating but, it can actually be super approachable—at least, once you know what you’re doing. Learn the fundamentals of investing in this one of a kind class.

If you want to learn more about the smart ways to pare down your student loans, as well as how to manage them without sacrificing your financial future in other areas, this is the class for you.

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?

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.

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.

When you have a higher income, have accumulated a valuable portfolio of invested assets, and other financial products, it is often difficult to organize, optimize and coordinate your assets into a coherent plan. You may need help to make the most of your circumstances.

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. But, don't forget to BYOB and pour a glass of your favorite red or white.

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.

If you already have the fundamentals of wine and investing down and are ready for a more advanced look into both topics, you have come to the right place. In this course we break down the barriers that may be keeping you from exploring financial markets while upping your wine game to all new heights.