Classes & Events

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.

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.

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.

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.

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 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.

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.

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.