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
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.
see all class datesParents 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.
see all class datesPersonal 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.
see all class datesThe 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.
see all class datesTips 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.
see all class datesWine 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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