Events & Seminars

Thinking about buying your first home? Get clarity on the path forward in this free workshop led by a Wellby Mortgage Loan Officer. You’ll learn what to expect at each step of the homebuying process, explore different mortgage options, and understand what to budget for — at closing and beyond — so homeownership feels sustainable, not stressful. We’ll also break down the real pros and cons of buying versus renting, so you can decide what makes sense for you.

Financial literacy isn’t just about knowing what to do. It’s about feeling confident enough to take action. In honor of Financial Literacy Month, join Wellby’s Certified Financial Counselors for a practical workshop focused on building real-world money skills. You’ll learn how to build a budget that fits your life, grow your emergency savings, make the most of your savings accounts, and align your career path with your financial goals.

Back-to-school season is right around the corner, and a little planning can go a long way. Join our workshop to learn how to budget for back-to-school expenses, better understand education-related costs, and discover helpful resources and smart shopping tips. Whether your student is heading to elementary school or university, thoughtful financial planning can help make education more affordable and less stressful.

Whether you’re introducing money basics at home or reinforcing healthy habits as your child grows, this workshop offers age‑appropriate guidance to help kids build strong money skills. Our Certified Financial Counselors will cover saving, earning interest, and positive money habits to build early on, along with an overview of account options available to parents and guardians. This will include considerations for families supporting children with special needs.

October is National Financial Planning Month, and it’s the perfect time to focus on the steps that support long-term financial well-being. In this workshop, our Certified Financial Counselors will empower you to budget for future goals, strengthen your savings strategy, and make the most of employee-provided benefits. Join us, and we’ll help you build confidence, protect your financial well-being, and take essential steps toward prosperity.

With 2026 coming to a close, it’s a natural time to check on your retirement progress in an end-of-year review. This workshop provides a practical opportunity to assess where you stand, explore your retirement options, and identify next steps. Our Certified Financial Counselors will provide clarity and confidence, so your retirement strategy stays aligned with your long-term goals and prosperity.