FWBI — Financial Wellbeing Institute
Financial Wellbeing Institute
1-888-200-8984
Free community financial education · Western PA

Your financial future
starts with learning

Educate. Empower. Excel.
Always free — no exceptions, no hidden costs
Taught by licensed financial professionals
Next upcoming session
Aug
5
Retire with Confidence: Taxes & Estate Planning
Wednesday · 11:00 AM
State College, PA
Free admission · Seats available
100%
Free to attend — always
3
Learning tracks to choose from
12+
Topics offered throughout the year
0
Products sold at any event
How every session works
What to expect when you attend
01
You show up, we teach

A licensed financial professional leads an open group class on the topic. We cover core concepts in plain language with plenty of time for questions. Every attendee leaves with specific, actionable steps they can apply that same day — no homework, no pressure, no obligation.

02
Individual consultation

Because some questions are personal, each class is followed by the opportunity for a one-on-one consultation. This is your chance to discuss the details specific to your situation that couldn't be addressed in a group setting — still completely free, still no products, no obligations of any kind.

Financial education class in session
Group learning in a welcoming setting
One on one financial consultation
Personal consultations after every class
Community members learning together
Real knowledge for real life decisions
Financial Wellbeing Institute team
Our mission
Eliminating financial stress through education, empowerment, and practical action

Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.

We believe everyone deserves access to honest, clear financial education — regardless of income, background, or where they are in life. That's why every event we host is completely free, taught by licensed professionals, and entirely free of product sales or sales pressure.

Educate. Empower. Excel.
Schedule
Upcoming sessions
Date Session Time & Location Registration
Aug
5
Wednesday
Retire with Confidence: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
11:00 AM
State College, PA
FREE
Aug
12
Wednesday
Retire with Confidence: Taxes & Estate Planning
How to minimize taxes in retirement and protect the assets you pass on to the people you love.
Retirement Planning
11:00 AM
Details coming soon
FREE
Registration coming soon