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!
The Community Wealth Initiative is a local project created by Yolanda Duncan of Sunrise Home Partners & Tony Warfield of Warfield Insurance Strategies. This project was started with the purpose of assisting our community in gaining the knowledge and resources needed to help successfully navigate a challenging national economy and how it impacts our home economy.
As more workshops become available, we hope to help silence some of the noise and confusion behind the information shared on multiple platforms. As each licensed professional looks to assist attendees with their specific challenges, it is our most sincere desire that each attendee finds value in the training shared and takes action immediately to strenghten their financial future.
Our training schedule is as follows:
Special Workshop
Module One - August 22nd
The Guidance Center
1301 Pine Street
Long Beach CA
9:30- Breakfast & Check-in (Please RSVP!)
10:00- Welcome & Vision
10:10- Opening Prayer/ Speaker Intro
10:20- Banking Options - 40mins
- w/ Special Guest BMO Bank
11:05- Credit/ Debt Mgmt - 40mins
- Dr. Sharifa Batts - Distinguished Group Enterprises
11:45- Lunch/ Vendor Welcome
12:15- Down Payment Assistance/ Grant Programs - 40mins
- Brenda Robinson - New American Funding
1:00- Retirement Plans/ Asset Protection - 40mins
- Tony Warfield - Warfield Insurance Strategies
1:40- Questions & Answers
1:50- Closing Remarks/ Adjournment
Special Workshop
Module Two - September 26th
The Guidance Center
1301 Pine Street
Long Beach CA
9:30- Breakfast & Check-in (Please RSVP!)
10:00- Welcome & Vision
10:10- Opening Prayer/ Speaker Intro
10:20- Life Insurance Retirement Planning - 60mins
- Tony Warfield - Warfield Insurance Strategies
11:20- Managing Your Tax Bill - 40mins
- Dr. Lorie Givins - Tax Preparer
12:00- Lunch / Vendor Welcome
12:30- Understanding Medicare - 40mins
- Ragan Adkins Small - RAS Benefits
1:15- Avoiding Probate (Wills & Trusts) - 40mins
- Adrian Duncan - Trojan Accounting
1:55- Closing Remarks/ Adjournment
Module Two - October 10
Paramount City Hall Clearwater Building
16401 Paramount Blvd
Paramount CA
9:30- Breakfast & Check-in (Please RSVP!)
10:00- Welcome & Vision
10:10- Opening Prayer/ Speaker Intro
10:20- Life Insurance Retirement Planning - 60mins
- Tony Warfield - Warfield Insurance Strategies
11:20- Managing Your Tax Bill - 40mins
- Dr. Lorie Givins - Tax Preparer
12:00- Lunch / Vendor Welcome
12:30- Understanding Medicare - 40mins
- Thermon "Rick" Holliday - TRH Insurance
1:15- Avoiding Probate (Wills & Trusts) - 40mins
- Adrian Duncan - Trojan Accounting
1:55- Questions & Answers
2:20- Closing Remarks/ Adjournment
Take a few moments to view a few key podcast discussions. You would gain a sense of the level of detail we will share in our presentations and individual discussions.
From They Didn't Tell Us (2019) to The Community Wealth Initiative (2026)...
The effort to educate the community is an ongoing mission for many professionals. I am so excited to have a collective of professionals coming together to address the epidemic level lack of financial knowldge in our community. The Community Wealth Initiative is currentlly in its project stage, but with the help of the community we will bring the undistorted financial education with actionable information our community members need!
Lets's Get Started!
Event venue & nearby stays
The Guidance Center, 1301 Pine Avenue, Long Beach, United States
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