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

Buying Your First Home

Understand the benefits of renting and buying, learn how to budget for your down payment, explore mortgage options and understand how buying your first home can impact your bigger financial picture.

see all class dates

Next Class:

WED / JUN 10

7:00PM - 8:00PM

@ Establishment Webinar

Book This Class

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.

see all class dates

Next Class:

THU / JUN 18

7:00PM - 8:00PM

@ Establishment Webinar

Book This Class

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.

see all class dates

Next Class:

THU / JUN 4

7:00PM - 8:00PM

@ Establishment Webinar

Book This Class

Understanding Craft Beer and Financial Plans

Sample some locally brewed craft beers, learn the fundamentals of tasting techniques and understand why a financial plan is so important for the money you have (or would like to have).

see all class dates

Next Class:

WED / JUN 24

7:00PM - 8:00PM

@ Establishment Webinar

Book This Class