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.

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.

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.

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?

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.

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.