Explore Our Classes

Learn retirement planning, everyday money skills, and core financial literacy from licensed financial professionals. Our workshops are practical, unbiased, and designed to help you make informed decisions.

Educate.

Empower.

Excel.

Course Catalog

We offer three learning tracks. Choose the path that best fits where you are today — and feel free to attend across tracks. All sessions are free, educational, and taught by licensed financial professionals.

Financial Literacy

Core concepts that help you evaluate choices with clarity and confidence. Topics taught include:

Understand Investment Tools - Stocks, Bonds, Mutual Funds and ETF's

The Basics of Investing

Understand Insurance Tools - Life, Disability, and Long-Term Care

Understand Annuities - Fixed, Indexed and Variable

4 Keys to Cutting College Costs—How to Avoid Overpaying

Financial Wellness

Everyday money skills that reduce stress and unlock long-term wellbeing. Topics taught include:

Budgeting That Works for YOU!

Breaking the Debt Cycle: How to get out of it and stay in control.

Understanding and Improving Your Credit Score

Beyond the Balance Sheet: Financial Wellness for Life.

The Psychology of Money: Understanding Your Financial Habits

Retirement Planning

Build a confident, durable retirement plan so your savings can last a lifetime. Classes include:

Managing Market Volatility, Taxes & Inflation in Retirement

Taxes Planning Through the Four Stages of Retirement

Social Security - Know Your Options

Why Estate Planning? Why Now?

Getting Long-Term Care Planning Right—Smart Approaches for People at All Stages

Managing Medicare & Health Care Expenses in Retirement

Teaching Standards

Highly Experienced Instructors

At the Financial Wellbeing Institute, we maintain the highest standards of instructor quality and educational integrity. All of our instructors are thoroughly vetted, fully licensed professionals with extensive experience in their respective fields of financial expertise.

Resources

Attendees at Financial Wellbeing Institute classes receive a comprehensive suite of practical resources designed to support their learning journey long after the session ends. Each participant gains access to detailed checklists that break down complex financial tasks into manageable steps, easy-to-follow guides that reinforce key concepts covered in class, and valuable follow-up resources to help them implement what they've learned.

Strictly Educational

We are committed to providing pure, unbiased education to our students, which is why we enforce a strict no-selling policy across all of our classes. Our courses are designed exclusively for educational purposes, ensuring that participants can learn and grow their financial knowledge in an environment free from sales pitches or product promotions. This commitment to education-first principles allows our students to focus entirely on building their financial literacy and making informed decisions about their financial futures.

Community Support

At the Financial Wellbeing Institute, we believe that quality financial education should be accessible to everyone, regardless of their economic circumstances. This core value drives our unwavering commitment to providing all of our classes completely free of charge to the public, organizations, and businesses throughout our community.

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

1-888-200-8984

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.