Free Financial Workshops 
For Preferred Employers
We know the financial well-being of your employees is important to you. That's why our award-winning Financial Education Program includes free financial workshops for Preferred Employers.
These can be provided on-site, and offered in an array of popular topics tailored to meet the financial needs of your company's employees. Call a Business Development Manager at 614.707.4000, to schedule a workshop for your employees today.
Community Workshop Schedule
In addition to on-site company workshops, we offer community workshops as well, free and open to the public. Explore our calendar below.
| Workshops |
Date/Time |
Location |
Address |
| Smart Money: Ten Fundamentals |
Saturday, January 23 at 10:00am |
Remote |
Webinar |
Learn where you stand on ten measures of financial fitness. Get tips on how to make a workable plan to improve your financial situation and achieve your specific money goals.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Managing Debt |
Saturday, January 30 at 10:00am |
Remote |
Webinar |
Your debt is unique to you and your circumstances. Understand your options for managing and minimizing your debt.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Understand and Improve Your Credit Score |
Saturday, February 6 at 10:00am |
Remote |
Webinar |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Financial Tips for Surviving a Pandemic |
Thursday, February 18 at 6:30pm |
Remote |
Webinar |
Has COVID-19 impacted your finances? Hear tips for dealing with lost income and ideas for cutting monthly expenses for the time being. Learn what to do (and what not to do) to support your financial stability.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Smart Money: Becoming a Saver |
Saturday, February 20 at 10:00am |
Remote |
Webinar |
Master the mindset, methods, and motivation needed to develop the habit of saving and reach your financial goals.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Net Worth and Wealth Building 101 |
Saturday, February 27 at 10:00am |
Remote |
Webinar |
Understand how net worth is a measure of financial fitness and how you can use this number to make informed decisions to build wealth over your lifetime. Learn the basics of growing and keeping your hard-earned money.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Home Buying |
Saturday, March 6 at 10:00am |
Remote |
Webinar |
Learn how to prepare for purchasing a home and understand the responsibilities that come with home ownership. A mortgage specialist will share tips on how to improve the process, from the dream to closing.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Estate Planning 101 |
Saturday, March 13 at 10:00am |
Remote |
Webinar |
Learn about the documents all adults should have in place to ensure their wishes are clear and estate secure.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Understand and Improve Your Credit Score |
Thursday, March 25 at 6:30pm |
Remote |
Webinar |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Asset Protection Planning |
Saturday, April 17 at 10:00am |
Remote |
Webinar |
How probate, taxes and long-term care costs can affect your estate and steps you can take to protect it.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Home Buying |
Saturday, May 1 at 10:00am |
Remote |
Webinar |
Learn how to prepare for purchasing a home and understand the responsibilities that come with home ownership. A mortgage specialist will share tips on how to improve the process, from the dream to closing.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |
| Smart Money: Net Worth and Wealth Building 101 |
Thursday, May 13 at 6:30pm |
Remote |
Webinar |
Understand how net worth is a measure of financial fitness and how you can use this number to make informed decisions to build wealth over your lifetime. Learn the basics of growing and keeping your hard-earned money.
Please note this workshop is a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1 hour |
| Smart Money: Understand and Improve Your Credit Score |
Saturday, May 15 at 10:00am |
Remote |
Webinar |
Gain a better understanding of why your credit score matters, how it works, and the steps you can take to improve your score.
Please note this workshop will be a remote webinar through Zoom. Zoom login details will be sent to your email upon registration.
Duration: 1.5 hours |