Summer Financial Wellness Series

Join our online and engaging three-part financial wellness series to build confidence and practical money skills for you and your family.

Join Our Summer Family Financial Wellness Series!

In partnership with 5 Buckets Foundation, this three-part financial wellness series will build confidence and practical money skills for you and your family. Each session is interactive and grounded in real-life scenarios, helping you apply what you learn.

Session Dates:

June 23, 2026 – Mindset & Manage

Focus: What is your relationship to money and how does this impact your financial habits?

This session combines Money Mindset and Managing Your Money to help participants understand how their thoughts, feelings, and habits influence financial decisions. Participants reflect on their relationship with money while learning practical tools like budgeting, needs vs. wants, and goal-setting.

July 21, 2026 – Borrowing Wisely

Focus: Borrowing as a relationship and how that fits into systems of credit, debt, and informed decision-making.

Participants explore how borrowing works and how to use it intentionally. This session covers key concepts like interest, credit scores, and the true cost of borrowing, while helping participants develop strategies to manage debt and make choices that support their financial well-being.

August 18, 2026 – Grow & Protect

Focus: Building wealth and creating stability through an investor mindset while recognizing the realities and vulnerabilities of being human.

This session combines Growing Your Money and Protecting What You Value to help participants think long-term. Participants are introduced to concepts like investing, compound growth, and building assets, alongside strategies for managing risk, preparing for uncertainty, and protecting their financial future.