Financial Wellbeing Institute
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Free educational materials

Expand your financial knowledge

Downloadable guides, papers, and presentations created by licensed financial professionals — the same unbiased education as our live classes, available anytime.

About these resources
Your library of financial education materials

All of our resources are created by licensed financial professionals and reflect the same commitment to quality, unbiased education that defines our classes. These materials are designed to be practical, accessible, and actionable — helping you build confidence in managing your financial life.

Download what you need, learn at your own pace, and apply these insights to your personal financial situation. Check back regularly as we continue to add new materials.

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Downloads
Available resources

Retirement Planning

4 downloads
Retirement Checklist

Retirement Checklist

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Building your Retirement Bridge

Building your Retirement Bridge

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Understanding RMDs

Understanding RMDs

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IULs and Whole Life Insurance

IULs and Whole Life Insurance

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Financial Wellness

4 downloads
College Funding

College Funding

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Guarding your Golden Years

Guarding your Golden Years

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Unlock Tax Savings

Unlock Tax Savings

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Understanding Market Corrections

Understanding Market Corrections

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Financial Literacy

4 downloads
Find your Balance

Find your Balance

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Empowering Women

Empowering Women

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2025 State of Retirement

2025 State of Retirement

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The Greatest Gift: An Estate Plan

The Greatest Gift: An Estate Plan

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These materials are general in nature and are not personalized advice. FWBI does not provide tax or legal advice; consult a qualified professional for recommendations specific to you.

Ready to attend a live session?

These resources complement our free classes — come learn in person and ask your questions directly. Space is limited; more workshops are coming soon.