Register for Our Upcoming Events!

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New! Check out our podcast — Financially Lit — for quick, no-fluff money tips. Tap the cover to listen now!

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This isn’t just information — it’s your transformation blueprint.

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Here is the monthly workshop calendar. Please review the dates and times that suit you best, and click the the registration form.

WORKSHOP(S) REGISTRATION

By clicking send, automatically subscribes you to the website, and your information to the website organizer, who will use it to communicate with you regarding this event and their other services. But don’t worry, you may unsubscribe at any time.

Required Materials. You can order directly from the WSB’s website.

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Click here to order.
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How much does it cost to attend our workshops?
Nothing.

Yes. We believe so much in educating, understanding and empowering families, that we are CURRENTLY offering our Financial Workshops completely complimentary. No catch. We’re positive that you and your family will benefit from our workshops and financial professionals. Your friends and co-workers will too. It’s just part of our mission and commitment to helping families save their future..

What You Will Learn

Workshop 1

  • Identifying your GOALS
  • The FINANCIAL FOUNDATION mindset
  • What is the WEALTH FORMULA, and how will it help you?
  • Comprehend the effects of TIME & INFLATION on your assets

Workshop 2

  • Discover $100 or more that you didn’t know you had
  • Find out WHERE YOUR MONEY IS GOING
  • Build a real plan to be DEBT FREE FASTER
  • How to INCREASE CASH FLOW

Workshop 3

  • The X-CURVE concept
  • Why PROPER PROTECTION is the foundation
  • The value of properly protecting your ASSETS & LIABILITIES
  • How this benefits your overall FINANCIAL STRATEGY
  • Most common QUESTIONS & MISTAKES

Workshop 4

  • The financial importance & impact of your HEALTH
  • Strategies to TRANSFER & PRESERVE your wealth
  • ENSURING that your LAST WISHES are prepared & carried out
  • Understanding the inevitability and impact of MEDICAL EXPENSES

Workshop 5

  • Accumulating wealth & the COST OF WAITING
  • Looking at HISTORICAL returns, AVERAGE returns, and YOUR returns
  • Strategies and MINIMIZING RISK

Workshop 6

  • Planning for the cost of HIGHER EDUCATION
  • PENSIONS, IRAs, ANNUITIES and more
  • ROLLOVER options
  • Understanding the TAX IMPACT

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  • The REDUCTIONS AND CREDITS that are applied to your benefits.
  • Planning for your LIFE EXPECTANCY.
  • How SOCIAL SECURITY fits into your overall retirement plan.
  • The differences between MAXIMIZING AND OPTIMIZING your Social Security Benefits.

Our in-person workshops on financial education are held regularly on Wednesdays from 7:00 PM to 8:15 PM and Saturdays from 9:30 AM to 11:30 AM.

Location

Disclaimer:  By registering for this event, you certify that you are at least 18 years old and have obtained the necessary consent to participate. You agree that the information you provide to the event organizer will be used solely to communicate with you regarding this event and their other services. Please note that the information presented during these events is for educational purposes only and should not be construed as accounting, investment, legal, or tax advice. It is not intended as an offer to sell or a solicitation to buy any security, insurance, or other financial product. The National Campaign for Financial Literacy aims to promote financial awareness and education, and these workshops are part of that effort. There is no fee for attending these events, but registration is required for access. By attending this virtual event, you agree not to record or distribute any digital copies of this event without the expressed written consent of the webinar organizer.

FEEL THE ❤️ THIS FEBRUARY.
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schedule your free financial check-up

Simple Webinar Registration

By clicking send, automatically subscribes you to the website, and your information to the website organizer, who will use it to communicate with you regarding this event and their other services. But don’t worry, you may unsubscribe at any time.

September is Life Insurance Awareness Month

Register in advance.

By clicking send, you submit your information to the website organizer, who will use it to communicate with you regarding this event and their other services.

Simple Webinar Registration

By clicking send, you submit your information to the website organizer, who will use it to communicate with you regarding this event and their other services.