The Financial Wellbeing Institute (FWBI) is dedicated to improving financial literacy and wellbeing in our communities through accessible, expert-led education. We offer free, high-quality classes on retirement planning, everyday money management, and core investing concepts — ensuring that cost is never a barrier to gaining essential financial knowledge.
Our mission is to empower people with reliable, unbiased education so they can make better decisions for themselves and their families. All of our instructors are thoroughly vetted, fully licensed professionals with extensive experience in their respective fields. We maintain a strict no-selling policy across all classes — our sessions are designed exclusively for educational purposes, free from sales pitches or product promotions.
Every instructor is a thoroughly vetted, fully licensed financial professional with extensive real-world experience. You're learning from practitioners who understand the complexities of personal finance and translate that into clear, actionable guidance.
We enforce a strict no-selling policy because we believe education should be pure and unbiased. No product pitches, no pressure — just honest, reliable financial education that puts participants' interests first, always.
Financial literacy shouldn't come with a price tag. Every class we offer is completely free to the public. We're committed to breaking down barriers to financial knowledge so everyone in our community can build a secure financial future.
Learning doesn't stop when class ends. Every attendee receives comprehensive materials including practical checklists, detailed guides, and follow-up resources designed to support ongoing learning and real-world implementation.
Whether you attend a public session or bring us to your workplace, church, club, or organization, we make quality financial education convenient and accessible. We partner with libraries, community centers, schools, and employers throughout the region.
We're not just teaching classes — we're investing in the financial wellbeing and resilience of our entire community. Every session is driven by our mission to empower individuals and families to make informed financial decisions and build lasting prosperity.
We partner with libraries, community centers, schools, businesses, organizations, and churches to bring financial education directly to where people gather. Organizations can request customized on-site sessions — we provide the licensed instructor, all materials, handouts, and engaging instruction tailored to your group's unique needs.
Public sessions hosted in welcoming, accessible venues throughout the region. Free to any community member who wants to attend.
On-site sessions tailored to your workforce. Reduce financial stress that affects productivity — at no cost to you or your employees.
Mission-aligned education that supports your members' financial wellbeing. We customize content to fit the needs of your congregation or group.