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
Event Venue & Nearby Stays
16401 Paramount Blvd, 16401 Paramount Boulevard, Paramount, United States
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