Free Financial Workshops
No-cost, no-pressure education designed to empower you with financial knowledge.
Register for a WorkshopWorkshop Topics
Choose from a variety of topics designed to address your specific financial questions and goals.
Building and Saving Wealth
Learn proven strategies to build wealth from the ground up and create lasting financial security for your family.
What You'll Learn:
- Wealth accumulation fundamentals
- Smart saving strategies
- Investment basics
- Building multiple income streams
Cash Flow & Debt Management
Master your money flow and break free from the debt cycle with practical, actionable strategies.
What You'll Learn:
- Understanding cash flow
- Debt reduction techniques
- Budget optimization
- Credit score improvement
Retirement Planning Essentials
Prepare for a secure retirement with comprehensive planning strategies and Social Security optimization.
What You'll Learn:
- Retirement account options
- Social Security timing
- Income planning
- Healthcare considerations
Proper Protection Planning
Safeguard your family's future with the right insurance and protection strategies.
What You'll Learn:
- Life insurance fundamentals
- Disability protection
- Estate planning basics
- Risk assessment
Your Health and Wealth
Discover the connection between physical health and financial wellness, and how to optimize both.
What You'll Learn:
- Healthcare cost planning
- Preventive care savings
- Long-term care considerations
- Wellness investments
Kids' Financial Literacy (Ages 10–17)
Give the next generation a head start with essential money skills and healthy financial habits that last a lifetime.
What You'll Learn:
- Age-appropriate money lessons
- Saving and budgeting basics
- Goal-setting and delayed gratification
- Building healthy financial habits early
All Workshops Are Free
All workshops are available in-person at our Rocklin office or online for your convenience. Serving all 50 states and Canada.
Sign Up Today