Community Finance Workshops · Duluth, GA

The Financial
Education
Your Family
Deserves.

A 7-session curriculum built around your real life. Join hundreds of Atlanta families who've taken control of their finances.

Reserve My Spot See the curriculum
500+ Families Helped
7 Sessions
$0 Cost to Attend
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 through hands-on financial education.
Families
7
Comprehensive workshop sessions, each building on the last — a complete financial education.
Sessions
$0
Cost to attend. Our commitment to this community means education comes first, always.
Cost
The Curriculum

7 Sessions.
One Complete Education.

Join a 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
  • 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
  • The X-Curve concept explained
  • Why protection is the foundation
  • Protecting your assets & liabilities
  • Most common mistakes to avoid
  • The financial impact of your health
  • Strategies to transfer & preserve wealth
  • Ensuring your last wishes are carried out
  • Planning for medical expenses
  • The cost of waiting to invest
  • Historical vs. average vs. your returns
  • Proven strategies to minimize risk
  • Planning for the cost of higher education
  • Pensions, IRAs, annuities & rollovers
  • Rollover options explained
  • Understanding the tax impact
  • Reductions & credits applied to your benefits
  • Planning for your life expectancy
  • How Social Security fits into your retirement plan
  • Maximizing vs. 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.

01
Pure Education

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

02
Community Mission

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

03
Long-Term Impact

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

Schedule & Location

Pick a Day.
Show Up.
Change Everything.

All workshops are offered at no cost and held weekly. Pick the time that works for you, 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
WSB National Zoom Workshops — Monthly Calendar
Can't make it in person? Join online — same curriculum, Mon–Fri.
Full calendar ↗
MON
2 PM ET8 PM ET10 PM ET
TUE
2 PM ET8 PM ET10 PM ET
WED
2 PM ET
THU
2 PM ET8 PM ET10 PM ET
FRI
2 PM ET8 PM ET10 PM ET
Register on Zoom
Pick any date from
the calendar above
Registration

Reserve Your Spot

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

How would you like to join? *

Your info is only used to follow up about scheduling. 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.

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

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.

Lunch & Learn for Teams

Businesses, churches, and community groups can invite us to their space.

Optional Materials Available

Workbooks available through WSB's website to deepen your learning.