2026 Financial Literacy Workshop Series by the Community Wealth Initiative

Journey from Basic Financial Knowledge to Actionable Financial Confidence that will be the backbone of your family's financial legacy!
About this Event

Join Us for the 2026 Financial Literacy Workshop Series!

Looking to boost your money smarts? Our in-person workshop series is the perfect place to start. Dive into easy-to-understand tips and tricks to manage your finances better, no matter your experience level. Connect with experts and fellow learners in a friendly, relaxed setting. Don’t miss out on this chance to take control of your financial future!

Agenda

🕑: 10:00 AM - 02:00 PM
CWI Fin. Ed. Workshop Series Mod One
Host: Tony Warfield

Info: April 11 - Module One: Budgeting Basics - Credit/ Debt Managements - Understanding Taxes - Understanding Your Retirement Plan - Real Estate Purchase/ Investing - Stock Market Investing - Asset Protection Strategies

🕑: 10:00 AM - 02:00 PM
CWI Fin. Ed. Workshop Series Mod Two
Host: Yolanda Duncan

Info: May 2 - Module Two: Retirement Plan Optimization - Life Insurance Retirement Planning - Social Security - Medicare - HELOC/HEI/Reverse Mortgage Strategies - IRMAA - Charitable Deduction Strategies

🕑: 10:00 AM - 02:00 PM
CWI Fin. Ed. Workshop Series Mod One
Host: Tony Warfield

Info: July 11 - Module One: Budgeting Basics - Credit/ Debt Managements - Understanding Taxes - Understanding Your Retirement Plan - Real Estate Purchase/ Investing - Stock Market Investing - Asset Protection Strategies

🕑: 10:00 AM - 02:00 PM
CWI Fin. Ed. Workshop Series Mod Two
Host: Yolanda Duncan

Info: October 10 - Module Two: Retirement Plan Optimization - Life Insurance Retirement Planning - Social Security - Medicare - HELOC/HEI/Reverse Mortgage Strategies - IRMAA - Charitable Deduction Strategies