Wealth Builders

THE FIVE-PART SERIES

💰 100 SERIES - BUDGETING

Learn spending plans, needs vs wants, goal setting, and monthly money management.

📈 200 SERIES - INVESTING

Introduction to investing, compound growth, risk, and wealth-building habits.

🏦 300 SERIES - SAVING

Emergency funds, savings goals, banking basics, and creating habits that last.

💳 400 SERIES - DEBT & CREDIT

Understanding credit scores, borrowing wisely, avoiding debt traps, and responsible repayment.

🧭 500 SERIES - FINANCIAL PLANNING

Long-term planning, career income strategies, retirement basics, insurance, and legacy thinking.

SELECT YOUR TRACK

The Wealth Builders series is designed for youth, adults, and families who want to build practical money skills together:

Youth Track (Ages 11–17)

Sessions ending in 1

Examples:
101 Budgeting
201 Investing
301 Saving

Adult Track (Ages 18+)

Sessions ending in 2

Examples:
102 Budgeting
202 Investing
302 Saving

Family Learning Option

Designed for one youth participant, ages 11–17, and one participating adult, age 18 or older, such as a parent, guardian, grandparent, caregiver, or other responsible adult. This option allows families to learn together and reinforce financial skills at home.

Participants may register for individual sessions or complete multiple levels over time.

HOW WE TEACH

Practical learning experiences designed to keep participants engaged, confident, and motivated.

INTERACTIVE LEARNING

Sessions are designed to be hands-on and engaging. In our budgeting workshop, the room can be transformed into an interactive game board where participants learn money management through movement, teamwork, and decision-making.

INDUSTRY EXPERTS

Select sessions may feature guest speakers and subject matter experts from banking, investing, entrepreneurship, credit, insurance, and other areas of the financial industry.

REAL-LIFE SKILLS

Participants learn practical concepts they can apply immediately in everyday life—from managing allowance money to planning household budgets and future goals.

CONFIDENCE THROUGH COMMUNITY

Youth participants may be invited to return as volunteers during adult sessions. This gives young leaders continued exposure to financial concepts while helping create an encouraging environment that shows learning these topics is achievable at any age.

COMMUNITY PARTNER HOSTED SESSIONS

These rates generally apply to schools, churches, libraries, nonprofits, civic groups, public agencies, and community-based organizations requesting Wealth Builders instruction for community education, youth/family engagement, or mission-aligned public benefit.

Intro Session / Lunch & Learn

Starting at $350

Compressed Workshop Session

Starting at $500

Standard 3-Hour Workshop

Starting at $750

Full-Day Workshop Intensive

Starting at $1,750

Full 5-Part Workshop Series

Starting at $2,500

Starting rates are based on the smallest group tier and may vary based on participant count, session length, customization needs, materials, travel, delivery format, and whether the requesting organization provides the venue or virtual platform.

CORPORATE / COMMERCIAL / PROFESSIONAL GROUP SESSIONS

These rates generally apply to businesses, employers, professional associations, chambers of commerce, business networks, and organizations requesting Wealth Builders instruction for employees, clients, customers, members, staff, or organizational benefit.

Corporate Lunch & Learn

Starting at $750

Compressed Training Session

Starting at $1,500

Standard 3-Hour Training

Starting at $2,500

Full-Day Training Intensive

Starting at $4,500

Full 5-Part Training Series

Starting at $7,500

Starting rates are based on the smallest group tier and may vary based on participant count, session length, customization needs, materials, travel, delivery format, branded materials, reporting needs, and whether the requesting organization provides the venue or virtual platform.

WEALTH BUILDERS WORKSHOP SERIES

MULTI-SESSION FINANCIAL LITERACY PROGRAM

CHOOSE YOUR PATH

Youth and adult workshops. Five powerful topics.