Host a Workshop at Your Venue

Businesses, organizations, clubs, churches, and community groups are invited to request a customized on-site session tailored to their members' needs. We provide everything required for a successful educational experience, including a fully licensed instructor, comprehensive materials, practical handouts, and engaging, high-quality instruction. Our team is ready to work with you to understand your organization's unique goals and design a session that delivers meaningful value to your group. Let's have a conversation about how we can support your organization's financial education objectives and bring expert instruction directly to your location.

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.

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.