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


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

Seminars and Webinars


Dealing with College Debt Seminar

New Britain Branch | 6-7PM
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.

Women. Investing. Webinar

Virtual Attendance | 6-7PM
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.

Alliance Real Estate Investment Group Seminar

Carriage House Branch (Community Room) | 6-8PM
Are you interested in creating a source of passive income or buying and reselling homes? The Alliance Investment Group meets on the first Wednesday of each month bringing you a panel of experts to help you become a successful real estate investor. Each month we will have a different panel of experts.

Home Connections - A Home-Buyers Roundtable

Carriage House Branch (Community Room) | 10AM-12PM
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.