Money 101

Money 101 is a relaxed, no-pressure educational workshop that helps everyday people understand how money really works—without financial jargon or sales pitches.

Whether you're just getting started, juggling family responsibilities, or thinking about retirement, this workshop introduces smart, safe strategies that can help you build wealth, protect your income, and plan confidently for the future.

We cover topics like:

● How Indexed and Tax-Free Indexed Accounts can grow your money without the risk of the stock market.

● Retirement options for the self-employed or those without a pension

● Flexible college savings strategies for your kids

● How to protect what you’ve already saved from market losses

● Living Benefits—what they are and how they work in modern life insurance

● And even how saving just $5 a day could create long-term financial peace

People often leave Money 101 saying things like, “Why didn’t they teach this in school?”—and that’s exactly the point. It’s a safe, welcoming space to ask questions and start building a plan based on your values and goals.

If someone invited you, you’ll see why they thought it was worth sharing. And if you're curious about next steps, we’re happy to follow up with resources or a one-on-one conversation - on your timeline!