Financial Wellness

Programs designed to encourage long-term financial well-being.

American Heritage supports community financial wellness through in-person and online programs for all learning styles. Seminars, webinars, blogs and more, covering a wide variety of topics, are available for free to our local communities. We encourage financial education for all ages and believe that a strong foundation combined with continued learning leads to informed, successful decision-making. 

Please explore our financial content below. For more information, email


Pineapple Icon
Clarifi is a non-profit community resource devoted to lifelong financial literacy. People look to Clarifi for any number of empowering, proactive financial literacy programs.


Pineapple Icon
American Heritage is proud to provide scholarships to graduating high school seniors enrolling in an accredited undergraduate program or trade school.

Seminars and Webinars

Pineapple Icon

Raising Money Savvy Kids - Bring the Kids (Age 5-12)!

Carriage House (Community Room)
You will learn how to get children interested in money, encourage goal setting, and make saving a habit. Children ages 5 -12 will participate in their own workshop and create their own savings jars!

Home Connections - A Home-Buyers Roundtable

Great for new home buyers!
Are you ready to buy a new home and looking for a mortgage? Our Home Connections Seminar should be your first stop. This round table discussion will connect you to representatives from American Heritage Realty, American Heritage Mortgage, and other experts to make purchasing your dream home a breeze.

Women Investing Seminar

New Britain Branch
In this seminar for women of all ages, learn the stunning statistics about income discrepancies, compare investment opportunities, review short- and long-term goals and set yourself on the right path for financial success and security.

Dealing with College Debt Webinar

Virtual Attendance!
You’ve decided on your major and picked out your dream school, so what’s next? Paying for it all! This webinar is directed towards students and parents alike.