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.
What are Private Sessions?
Classes for you and your group.
We have the ability to offer class on-site at The Establishment or off-site at a business or organization. We take care of the details. From custom-designed invites to RSVP collection to food, we’ve got you covered. Oh… and did we mention it’s free?
Who We Help.
Businesses
We work with businesses to help employees learn about the financial topics that affect their goals and teach them ways to help achieve them. Financial stress and employee performance are inextricably linked. The Establishment can help employees make sense of it all.
Organizations
Financial literacy is more than managing a checkbook. It means managing your money so it doesn’t manage you. The Establishment is here to provide financial literacy to organization members to help them make sense of money, their way.
Friends
Looking to do something different for a night out or get-together? The Establishment can help you and your group of friends learn more about financial topics that matter most to you. Whether it’s investing, budgeting or buying a home, we have you and your friends covered and we’ll make sure you have a little fun along the way.
Who We’ve Worked With.
We are proud to work with local businesses to provide financial education to their employees.
