Community Classes on Financial Wellbeing, Retirement Planning and Financial Literacy

What You'll Gain

Clear next steps for your financial journey

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

Always Free!

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.

Our Programs

Three tracks designed for where you are today. Join any session - or follow a full track for deeper learning.

Financial Wellness

Everyday money skills that reduce stress and unlock long-term wellbeing.

Budgetting

Managing Debt

Understanding and Improving Your Credit Score

The Physchology of Money

...and more

Retirement Planning

Build a confident and integrated retirement plan to enjoy the retirement you deserve.

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

Financial Literacy

Core concepts that help you evaluate choices with clarity and confidence.

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

FWBI.ORG

About Us

Educate.
Empower.
Excel.

Attend an Upcoming Class

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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.

Fuel your business or organization with a
Financial Literacy Workshop

Your Employees and Members Will Thank You!

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.

How it works

Educate

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.

Empower

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.

Excel

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.

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.