Classes & Events

Get to know it all.

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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Building Upon Investment Fundamentals

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.

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Next Class:

WED / FEB 16

6:00PM - 7:00PM EST

Online Class

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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.

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Next Class:

WED / FEB 23

6:00PM - 7:00PM EST

Online Class

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Couples and Money

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.

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Next Class:

THU / FEB 10

6:00PM - 7:00PM EST

Online Class

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Crafting 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.

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Next Class:

THU / JAN 27

6:30PM - 8:00PM EST

@ MassMutual NYS

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Navigating Your Career Path

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?

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Next Class:

WED / FEB 9

6:00PM - 7:00PM EST

Online Class

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Understanding Craft Beer and Financial Plans

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.

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Next Class:

THU / FEB 24

6:00PM - 7:30PM EST

@ The Establishment Buffalo

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Wine 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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Next Class:

TUE / FEB 8

6:00PM - 7:30PM EST

@ The Establishment Buffalo

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Wine and Investing 201

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.

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Next Class:

THU / FEB 17

6:00PM - 7:30PM EST

@ The Establishment Buffalo

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