Actionable strategies you can use right away
Complex topics explained in plain English
Taught by licensed financial professionals
Education Only - No Product Sales at Events
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.
Three tracks designed for where you are today. Join any session - or follow a full track for deeper learning.
Budgetting
Managing Debt
Understanding and Improving Your Credit Score
The Physchology of Money
...and more
Retirement Planning Methods
Strategic Tax Management in Retirement
Optimize Social Security Benefits
Understanding Medicare
Managing Market Volatility in Retirement
Long-Term care planning
Legacy Planning
...and more
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
College Funding Strategies
...and more

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.

Reduces financial stress that impacts work performance and daily life. When people worry about money, it affects their focus, productivity, relationships, and peace of mind. Financial education helps them feel more in control.
Demonstrates genuine care for people's overall wellbeing. Offering financial wellness shows you value employees or members holistically and want to support their success beyond just their work or participation.
Improves retention, engagement, and commitment. People who feel supported in practical areas of life are more likely to stay involved, whether as loyal employees or active members.
Aligns with missions of service and stewardship. Helping people manage resources wisely reflects values of responsibility, generosity, and caring for one another's needs.
Addresses a real need that many face silently. Financial struggles are common but often hidden. These events create a safe space for people to get help without embarrassment.
Boosts retirement readiness and long-term planning. Understanding savings strategies and retirement options reduces anxiety and helps people prepare for their future.
Empowers people to give and serve more freely. When people gain control of their finances and reduce debt, they have more capacity to contribute and help others.
Provides immediate, practical value. Unlike some benefits, financial education offers actionable strategies people can implement right away to improve their situation.
Builds community and connection. These events help people realize they're not alone in their challenges and can learn from each other's experiences.

We deliver unbiased financial education that covers fundamental concepts while addressing your members or employee's current concerns. Our approach presents information at just the right level of detail, ensuring it's useful without being overwhelming, and focuses on relevant content that matches what your team needs most.

Every participant leaves with specific applications they can implement at home that same day. We equip all participants with practical tools for financial management and build their confidence through hands-on applications tailored to individual situations and company needs.

Financial stress decreases and workplace distractions disappear, leading to increased productivity and job performance. Your organization benefits through improved retention and recruitment, while participants experience lasting financial behavior changes that create personal wellness and drive business growth.

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.
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.