Education
Financial Education Workshops
Comprehensive financial education led by licensed professionals from many walks of life. Learn practical strategies to build wealth, manage debt, and secure your financial future.
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Workshop Topics
Comprehensive Financial Education
Our workshops cover essential financial topics designed to empower you with knowledge and practical strategies for long-term success.
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Building Savings & Wealth
Learn proven strategies for building sustainable wealth through disciplined saving habits and smart investment choices that compound over time.
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Increase Cash Flow & Manage Debt
Discover how to optimize your cash flow and eliminate debt systematically while maintaining your quality of life and building for the future.
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Preparing with Proper Protection
Understand the critical role of insurance and protection strategies in safeguarding your financial foundation against unexpected events.
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Your Health & Wealth
Explore the vital connection between your health and financial well-being, including healthcare planning and medical expense management.
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Understanding Asset Accumulation Strategies
Master the fundamentals of building and diversifying your investment portfolio with various asset classes and accumulation vehicles.
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Fulfilling Long-Term Goals
Learn how to set, plan for, and achieve your long-term financial objectives through strategic planning and disciplined execution.
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Specialized
RSSA - Optimizing Social Security
Navigate the complexities of Social Security planning to maximize your benefits and create a more secure retirement income strategy.
Your Instructor
Trained by Our Community of Licensed Professionals
These workshops are trained by our community of licensed financial professionals, holding life, health, or advisory licenses. Regie Durana, licensed in Georgia (GA #3054869), personally teaches the first four workshop topics. Every session follows the protection-first foundation taught in Saving Your Future, the World System Builder financial education book.
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Licensed Professionals
All instructors hold proper licensing in life, health, or advisory services
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Diverse Expertise
Professionals from many walks of life bring varied perspectives and experience
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Practical Application
Focus on real-world strategies you can implement immediately
Get Started
Register for Upcoming Workshops
Complete the form below to register. You will receive details about your session and the Zoom link by email.
Why Attend
Why Attend Our Financial Workshops?
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Personalized Learning
Interactive sessions tailored to your financial situation and goals
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Networking Opportunities
Connect with like-minded individuals on similar financial journeys
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Comprehensive Materials
Take home resources and tools to continue your financial education
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Immediate Application
Learn strategies you can implement right away to improve your finances
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Ongoing Support
Access to follow-up resources and continued guidance
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Confidence Building
Gain the knowledge and confidence to make informed financial decisions
Common Questions
Questions About the Workshops
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Are the workshops free to attend?
Yes. The workshops are free. They are educational sessions led by licensed financial professionals. Register using the form above and you will receive details about upcoming dates and locations.
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What topics are covered?
The workshops cover 7 core topics: building savings and wealth, increasing cash flow and managing debt, protection planning, health and wealth, asset accumulation strategies, long-term goal planning, and Social Security optimization. Each session is practical and geared toward people who want to take action, not just learn theory.
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Do I need prior financial knowledge?
No. The workshops are designed for anyone, regardless of where you are financially. Sessions are explained in plain English and focus on strategies you can apply right away.
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How do I know how much life insurance I need before attending?
You can get a quick estimate before the workshop by using our free life insurance calculator. It takes about two minutes and gives you a personalized starting point based on your income, debts, and family situation.
Free Strategy Session
Want to Talk Through Your Numbers?
If you are ready to map out a plan that fits your family, book a free strategy session. No pressure, no pitch, just a real conversation.
Book a Free Strategy Session
Written by Regie Durana
Licensed Insurance Professional · GA #3054869 · verify license
Born in the Philippines, 8 years in legal IT before joining financial services in 2015. Explaining money the way a friend would, because nobody taught us this in school.