Community Finance Workshops · Duluth, GA

Community
Finance Workshops.
Real Results.
For Your Family.

Join hundreds of families who've taken control of their finances. This 7-session curriculum is built around your real life, not Wall Street.

Reserve My Spot See what you'll learn →
Community Impact

Transforming Families, One Workshop at a Time

500+ Families Helped
7 Workshop Sessions
✓
Education-focused workshops
✓
7 comprehensive workshops
✓
Real financial professionals
✓
Wednesdays & Saturdays
✓
Duluth, GA in-person
✓
Zoom online Mon-Fri
Our Mission

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

We believe every family deserves access to real financial knowledge. Not vague advice. Not upsells. A structured program that meets you where you are and shows you exactly where to go.

Our workshops are offered at no cost because we're committed to empowering families — yours included.

500+
Families empowered across metro Atlanta
7
Comprehensive workshop sessions
$0
Cost to attend — $0
The Curriculum

What You'll Learn Across 7 Sessions

Each workshop builds on the last — a complete financial education, not a one-off seminar.

Workshop 01
Financial Foundation & the Wealth Formula
  • Identifying your financial goals
  • The Financial Foundation mindset
  • Understanding the Wealth Formula
  • Effects of time & inflation on your assets
Workshop 02
Find the Money You Didn't Know You Had
  • Discover $100+ you didn't know you had
  • Track where your money is going
  • Build a real debt payoff plan
  • How to increase cash flow
Workshop 03
Proper Protection & Your Financial Strategy
  • The X-Curve concept explained
  • Why protection is the foundation
  • Protecting your assets & liabilities
  • Most common mistakes to avoid
Workshop 04
Health, Wealth Transfer & Legacy Planning
  • The financial impact of your health
  • Strategies to transfer & preserve wealth
  • Ensuring your last wishes are carried out
  • Planning for medical expenses
Workshop 05
Building Wealth & Minimizing Risk
  • The cost of waiting to invest
  • Historical vs. average vs. your returns
  • Proven strategies to minimize risk
Workshop 06
Education, Retirement & Tax Planning
  • Planning for the cost of higher education
  • Pensions, IRAs, annuities & rollovers
  • Rollover options explained
  • Understanding the tax impact
Workshop 07 — RSSA
Maximizing Your Social Security Benefits
  • Reductions & credits applied to your benefits
  • Planning for your life expectancy
  • How Social Security fits into your overall retirement plan
  • The difference between maximizing and optimizing your benefits
Why It's Included

Education this good shouldn't have a price tag.

We're so confident you and your family will benefit that we're offering everything completely complimentary. No catch. No hidden sales. Just knowledge.

📚
Pure Education

These workshops are for learning, not selling. Real financial professionals share real knowledge with no strings attached.

🤝
Community Mission

It's part of our commitment — helping families save their future is what we do. Your success is our reward.

🌱
Long-Term Impact

Financial literacy compounds just like money. What you learn here will shape your family's trajectory for generations.

Schedule & Location

How to Join a Workshop

All workshops are offered at no cost, in-person, and held weekly. Pick a day that works, check the monthly calendar for specific dates, then register below.

Wed
7 PM
Wednesday Evening
In-Person
7:00 PM – 8:15 PM · Weekly
Sat
9:30
Saturday Morning
In-Person
9:30 AM – 11:30 AM · Weekly
📍
Jimmy Carter Financial Center
3805 Crestwood Pkwy, Suite 500 · Duluth, GA 30096 · Parking available
Get directions →
Monthly Calendar — WSB National Zoom Workshops
Can't make it in person? Join on Zoom — same curriculum, Mon–Fri.
MON
2PM ET8PM ET10PM ET
TUE
2PM ET8PM ET10PM ET
WED
2PM ET
THU
2PM ET8PM ET10PM ET
FRI
2PM ET8PM ET10PM ET
Full WSB calendar ↗
Register on Zoom
Included · Pick any date
from the calendar
Registration

Reserve a Spot or Invite Us

Join an in-person or Zoom workshop, or invite us to host a financial literacy Lunch & Learn for your business.

Choose a workshop option or request a business Lunch & Learn. Your info is only used to follow up about scheduling and next steps. Ages 18+ only.

I came in knowing nothing about money. After just 3 sessions, I had a real plan to pay off debt and start saving. This changed my family's life.

M.T
Maria T.
Workshop attendee, Duluth GA
🎓
Real Professionals, Real Knowledge

Our workshops are led by licensed financial professionals committed to education — not selling products.

🔒
No Obligation, Ever

Registering doesn't commit you to anything. Learn first, then decide what's right for your family or team.

🏢
Lunch & Learn for Teams

Businesses, churches, and community groups can invite us to bring practical financial education to their people.

📖
Required Materials Available

Optional workbooks available through WSB's website to deepen your learning between sessions.