Financial Education Workshops

As a HUD-approved housing and financial counseling agency, Benjamin Rose provides free financial education workshops to help you meet your goals and prepare for the future.

Looking to take control of your finances but not sure where to start? Our financial education workshops are tailored to help older adults make informed decisions with confidence. From recognizing scams and planning for the future to managing credit, debt, and budgeting, we’re here to guide you every step of the way. Let us help you build a secure financial future with practical tips and expert advice!

Please view the below calendar to see which workshops are currently being offered. Please call (216) 791-8000 with any questions.

Breaking down our course objectives

Recognizing and avoiding elder financial abuse, scams & fraud

-Identifying risk factors of abuse
-Reporting abuses and scams
-Guarding yourself against identity theft

Preparing for the future

-Preparing an estate plan and advance directives
-Planning for unexpected life events

Budgeting, goal setting & saving

-Exploring tools to manage your money
-Identifying personal goals
-Developing a plan to budget and save

Taking control of credit and debt

-Exploring tools and resources to get out of debt
-Managing your payments
-Understanding credit and what influences it

Benefitting from benefits

-Learning about the different types of benefits available
-Discovering what benefits you may qualify

Upcoming classes

April 2025

April 28 @ 2:00 p.m. - 3:00 p.m.