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 Online

There are currently no classes Online

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:

TUE / SEP 15

2:00PM - 3:00PM

Online Class

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Buying Your First Home

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.

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Next Class:

THU / AUG 27

2:00PM - 3:00PM

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 / AUG 20

1:00PM - 2:00PM

Online Class

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Crafting Financial Plans

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.

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Next Class:

WED / AUG 26

2:00PM - 3:00PM

Online Class

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Creating a Budget

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.

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Next Class:

TUE / AUG 18

1:00PM - 2:00PM

Online Class

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Females and Finance

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.

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Next Class:

WED / SEP 16

1:00PM - 2:00PM

Online Class

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Investing 101

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.

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Next Class:

TUE / SEP 29

2:00PM - 3:00PM

Online Class

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Making Sense of Student Loans

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.

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Next Class:

TUE / AUG 25

1:00PM - 2:00PM

Online Class

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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:

TUE / SEP 22

1:00PM - 2:00PM

Online Class

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Parents and Money

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.

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Next Class:

WED / SEP 30

1:00PM - 2:00PM

Online Class

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Personal Finance Fundamentals

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.

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Next Class:

WED / AUG 12

2:00PM - 3:00PM

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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The Risks and Rewards of Earning More

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.

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Next Class:

THU / SEP 24

1:00PM - 2:00PM

Online Class

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Wine and Investing 101

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.

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Next Class:

THU / AUG 20

6:00PM - 7:15PM

Online Class

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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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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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