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Imagine embarking on a journey where each step builds your confidence and transforms your relationship with money. Picture an environment where your questions are welcomed, your goals are championed, and you’re surrounded by a community that believes financial well-being is within everyone’s reach.

 

Financial Literacy and Legacy Workshop

 

A 10-Month Journey Toward Financial Empowerment

Welcome to the “Financial Literacy and Legacy Workshop,” a comprehensive, transformative program designed to equip you with the fundamental knowledge and actionable tools necessary to take charge of your financial future and build a lasting legacy. Spanning 10 months with one class each month, this workshop is tailored for individuals of all backgrounds—offering a step-by-step progression from foundational concepts to advanced strategies for wealth-building, preservation, and generational impact.

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Course Overview

 

Over the course of ten thoughtfully curated classes, participants will delve into the core pillars of financial literacy. Each session blends expert instruction, practical exercises, real-life case studies, and collaborative discussions. By the end of the workshop, you’ll possess a robust toolkit for navigating personal finance, making informed decisions, and laying the groundwork for enduring prosperity.

Class Structure

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  • Duration: 10 classes (1 per month)

  • Format: In-person or virtual sessions, each lasting 2 hours

  • Materials: Digital handouts, worksheets, and supplementary reading

  • Community: Access to an online forum for ongoing support and resource sharing

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Class Breakdown

Class 1: Foundations of Financial Literacy

Begin your journey with the essentials—what does financial literacy truly mean? Explore the psychological aspects of money, the importance of setting goals, and the foundational principles that underpin wise financial choices.

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  • Understanding your financial “why”

  • Basic terminology: assets, liabilities, income, expenses

  • Goal-setting for wealth and legacy

Class 2: Budgeting and Managing Cash Flow

Master the art of budgeting by learning how to track, allocate, and optimize every dollar. Class two focuses on building and maintaining a budget that reflects your values and priorities.

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  • Constructing a personalized budget

  • Tools and apps for financial tracking

  • Identifying and managing leaks in spending

Class 3: Credit and Debt Management

Credit can be a tool or a trap. Demystify credit scores, reports, and the responsible use of debt. Learn strategies to reduce liabilities and leverage credit for your benefit.

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  • Understanding credit scores and reports

  • Types of debt (good vs. bad debt)

  • Strategies for managing and eliminating debt

Class 4: Saving and Emergency Funds

 

Delve into the importance of savings and the mechanisms for building a safety net. Explore different savings vehicles and the psychology behind successful saving habits.

  • Setting up an emergency fund

  • Short-term vs. long-term savings

  • Automating savings and prioritizing goals

Class 5: Investing Essentials

 

Unlock the basics of investing to set your money in motion. This class covers the core types of investments, risk tolerance, and the magic of compounding interest.

  • Stocks, bonds, mutual funds, and ETFs

  • Risk versus reward

  • Building a diversified portfolio

Class 6: Retirement Planning

 

Secure your future by understanding the key tools and timelines for retirement readiness. Examine employer-sponsored plans, IRAs, and the power of starting early.

  • Understanding retirement accounts (401(k), IRA, etc.)

  • Contribution strategies and employer matching

  • Projecting retirement needs and timelines

Class 6: Retirement Planning

 

Secure your future by understanding the key tools and timelines for retirement readiness. Examine employer-sponsored plans, IRAs, and the power of starting early.

  • Understanding retirement accounts (401(k), IRA, etc.)

  • Contribution strategies and employer matching

  • Projecting retirement needs and timelines

Class 7: Insurance and Risk Management

 

Safeguard your progress with a deep dive into risk management. Learn about various types of insurance, from health to property, and how to evaluate your coverage needs.

  • Types of insurance: health, life, auto, homeowner’s/renter’s

  • Reading and comparing policies

Class 8: Taxes and Smart Tax Strategies

 

Demystify taxes and discover ways to maximize your after-tax income. This class will help you understand tax forms, deductions, credits, and planning strategies.

  • Tax basics: forms, brackets, and filing

  • Common deductions and credits

  • Year-round tax planning

Class 9: Estate Planning and Legacy Building

 

Think beyond your lifetime—learn how to structure your estate so your values, assets, and wishes are honored. This session covers wills, trusts, powers of attorney, and charitable giving.

  • Essentials of wills and trusts

  • Designating beneficiaries and powers of attorney

  • Charitable giving and creating a legacy

Class 10: Putting It All Together—Action Plan and Graduation

 

In your final class, synthesize everything you’ve learned into a personalized financial action plan. Celebrate your progress and set the stage for ongoing growth.

  • Review and integration of prior lessons

  • Creating a 1-year, 5-year, and 10-year plan

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