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.

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 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.

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.

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.

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.

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.

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.