Upcoming Workshops

Let’s put something valuable on your calendar.

Upcoming Workshops

Let’s put something valuable on your calendar.

Money topics that matter to you.

From budgeting to borrowing and beyond, build know-how for what's next.

Direction you can actually use.

Walk away with practical tips you can start using in real life right away.

Upcoming Workshops

Let’s put something valuable on your calendar.

A little time now can pay off big later.

From everyday money questions to bigger financial goals, our free online financial wellness workshops cover topics that can help you make more informed decisions about your money.

Our Financial Wellness Team, led by Jamie Davidson, will share practical advice you can take with you long after the workshop ends. And, you don’t even have to be a Financial Center member to join – workshops are free and open to everyone.Notice 1

Making Sense of Your Medical Savings: A Practical Guide to Maximizing Your HSA

Staying healthy can be pricey, but prioritizing your wellness is priceless. Join Financial Center for a workshop focused on planning ahead for medical expenses with a Health Savings Account. During this workshop, you’ll learn:

  • How to get started with a Health Savings Account
  • Strategies for maximizing the use of an HAS
  • Tips for maximizing the tax advantages of this type of account

Savvy Seasonal Shopping: Budgeting for the Holidays

The holidays are a time for giving, not stressing. Join Financial Center for a workshop where you’ll walk away with a plan to spend strategically during the busy winter season.

During this workshop, you’ll learn:

  • Expert tips on creating and managing a holiday-specific budget
  • Strategies for saving money during this costly season
  • Considerations for alternate cost-effective ways to celebrate

Fighting Fraud

In a world where scams are becoming more common, protecting yourself has never been more important.

During this workshop, you’ll learn:

  • The newest digital scams targeting consumers
  • Red flags to watch for when completing transactions online
  • Tips to prevent you and your loved ones from falling victim to fraud

Making the Most of Medicare: How and When to Enroll

Are you approaching 65 or transitioning off an employer health plan? Don't let Medicare confusion catch you off guard.

During this workshop, you’ll learn:

  • Eligibility and Enrollment: Eligibility criteria, enrollment periods (Initial Enrollment Period, General Enrollment Period, How to enroll and disenroll)
  • Medicare Parts Explained: Part A: Hospital Insurance, Part B: Medical Insurance, Part C: Medicare Advantage Plans, Part D: Prescription Drug Coverage
  • Medicare Costs and Financial Assistance

Have a question?

Reach Jamie at [email protected].

  1. Attend five unique wealth builder workshops (in-person or webinar) from July 1 – December 31, 2026 and earn $50 in your Financial Center savings account. Class topics cannot be repeated to count towards incentive. One workshop incentive paid per member age 18 and over per year. Incentive will be paid by January 31, 2027 into member’s savings account upon criteria being met. If workshop is canceled, registrations will not be considered towards the incentive.