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

A Guide to Retirement Planning

Whether you are 5, 20 or 40 years away from retirement there are things you can be doing today to make sure you are financially ready when the time comes.

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Next Class:

TUE / JAN 28

6:00PM - 7:30PM

@ The Establishment

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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.

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Next Class:

WED / FEB 19

6:00PM - 7:30PM

@ The Establishment

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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.

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Next Class:

WED / APR 29

6:00PM - 7:30PM

@ The Establishment

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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 developing a strategy for spending and saving.

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Next Class:

THU / JAN 30

6:00PM - 7:30PM

@ The Establishment

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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.

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Next Class:

TUE / FEB 25

6:00PM - 7:30PM

@ The Establishment

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Parents and Money

It’s not easy being a parent. 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:

THU / APR 23

6:00PM - 7:30PM

@ The Establishment

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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:

THU / FEB 27

6:00PM - 7:30PM

@ The Establishment

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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:

WED / MAR 25

6:00PM - 7:30PM

@ The Establishment

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Tips and Tricks to Navigating Your Taxes

It’s been said that the only things in life that are certain are death and taxes. Although you can’t cheat the Grim Reaper, there are some things you can do to keep more of your money in your pockets when the tax man comes to call.

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Next Class:

TUE / MAR 31

6:00PM - 7:30PM

@ The Establishment

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Wine and Investing 201

If you have found your way here, chances are you have already tackled Wine and Investing 101, and you’re ready for more in depth look at both topics. Get ready for Wine and Investing 201.

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Next Class:

THU / MAR 26

6:00PM - 7:30PM

@ The Establishment

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