About FWBI
Empowering Communities Through Free, Expert-Led Financial Education
The Financial Wellbeing Institute (FWBI.ORG) 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 of financial expertise. 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. This education-first approach allows participants to focus entirely on building their financial literacy in a trustworthy environment.
Attendees receive comprehensive resources including detailed checklists, easy-to-follow guides, and valuable follow-up materials that support their learning journey long after each session ends. These practical takeaways empower students to confidently apply what they've learned to their personal financial situations.
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. Let's discuss how we can support your organization's financial education goals and strengthen the financial wellbeing of your community.
Educate.
Empower.
Excel.
Why Choose Us for Your Organization's Education
Uncompromising Quality and Expertise
At the Financial Wellbeing Institute, we set the bar high for educational excellence. Every instructor who teaches our classes 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 can translate that knowledge into clear, actionable guidance.
Education Without Agenda
We enforce a strict no-selling policy because we believe education should be pure and unbiased. Our classes are designed exclusively for learning. There are no product pitches and no pressure—just honest, reliable financial education that puts our participants interests first.
Accessible to Everyone
Financial literacy shouldn't come with a price tag. That's why every class we offer is completely free to the public, organizations, and businesses. We're committed to breaking down barriers to financial knowledge and ensuring that everyone in our community has access to the tools they need to build a secure financial future.
Resources That Extend Beyond the Classroom
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 implementation. These carefully curated tools ensure you can confidently take action on what you've learned.
Flexible and Community-Focused
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, employers, and groups throughout our community, and we're always ready to customize sessions to meet your specific needs.
A Mission-Driven Commitment
We're not just teaching classes—we're investing in the financial wellbeing and resilience of our entire community. Every session we deliver is driven by our mission to empower individuals and families with the knowledge they need to make informed financial decisions and build lasting prosperity.
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.
4099 William Penn Highway
Monroeville, PA 15146
FWBI events are educational. Presenters are licensed financial professionals. No financial products are sold at events. Information provided is general in nature and not personalized advice. FWBI does not provide tax or legal advice. Participation does not create an advisory or client relationship. Consult a qualified professional for recommendations specific to you.
© Financial Wellbeing Institute. 2025. All Rights Reserved.