Your financial future
starts with learning
A licensed financial professional leads an open group class on the topic. We cover core concepts in plain language with plenty of time for questions. Every attendee leaves with specific, actionable steps they can apply that same day — no homework, no pressure, no obligation.
Because some questions are personal, each class is followed by the opportunity for a one-on-one consultation. This is your chance to discuss the details specific to your situation that couldn't be addressed in a group setting — still completely free, still no products, no obligations of any kind.
Our mission is to eliminate financial stress through education, empowerment, and practical action. We provide unbiased financial wellness programs that create confident decision-makers and stronger communities.
We believe everyone deserves access to honest, clear financial education — regardless of income, background, or where they are in life. That's why every event we host is completely free, taught by licensed professionals, and entirely free of product sales or sales pressure.
| Date | Session | Time & Location | Registration |
|---|---|---|---|
May 20 Tuesday |
Managing Debt & Improving Your Credit Score
Practical steps to reduce debt, build credit, and stop financial stress from affecting your daily life.
Financial Wellness
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |
Jun 3 Tuesday |
Optimizing Social Security Benefits
When to claim, how to maximize your benefit, and how Social Security fits your broader retirement plan.
Retirement Planning
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |
Jun 17 Tuesday |
Investing Basics: Stocks, Bonds, ETFs & More
Demystify investment tools so you can evaluate options clearly — without relying on a salesperson.
Financial Literacy
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |
Jul 8 Tuesday |
Strategic Tax Management in Retirement
Roth conversions, RMDs, and income structuring — how to reduce your tax burden in retirement.
Retirement Planning
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |
Jul 22 Tuesday |
The Psychology of Money
Understand the habits and biases behind your financial decisions — and how to reshape what's holding you back.
Financial Wellness
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |
Aug 5 Tuesday |
Long-Term Care & Legacy Planning
Plan for extended care needs and learn how to protect and pass on what you've worked to build.
Retirement Planning
|
6:00 – 7:30 PM Monroeville Public Library 4048 William Penn Hwy |
FREE |