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

Seminars and Webinars

Home Connections - A Home-Buyers Roundtable


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.

This seminar will answer:

  • How to find a team of professionals to help navigate the process.
  • How to prepare for a mortgage.
  • What critical questions you should ask to ensure a successful home-buying experience.
Click here to register!