Date to be announced
Budget That Actually Sticks
Build a working budget live in the room, then set a weekly check-in routine that survives real life.
- Adults & young adults
- 90 minutes · In person (Philadelphia)
Upcoming workshops
Live sessions, built for participation.
Workshop dates are announced on a rolling basis as venues and partners are confirmed. Reserve a spot on the interest list and we'll email you as soon as a date is locked — or request a private workshop for your own group.
Limited Sale
Private Stock-Trading Classes
Three private one-hour classes built for total beginners. Learn how the market actually works — from someone who will slow down for your questions.
$200total · $66.67 per class
- Three private one-hour classes, one-on-one and beginner friendly
- Charts, order types, and risk rules explained in plain language
- Your own written practice plan between classes
- Questions answered at your pace — no group, no jargon
- Philadelphia or virtual
- Times set together after you send the request below
Educational only. We teach how markets, charts, orders, and risk work. We never promise profits, returns, or investment performance, and we do not give individualized investment advice.
Featured upcoming event
Stock Trading for Adults — live workshop + replay
A beginner-friendly session on reading charts, order types, and risk rules — recorded and added to the WealthWise Live replay library so you can rewatch anytime. Educational purposes only, not individualized investment advice.
- Date to be announced — reserve your spot to get notified first.
- Adults 18+ · no prior trading experience required
- Candlesticks, support & resistance, volume, RSI/MACD, risk/reward
- Replay added to WealthWise Live after the session
Date to be announced
Credit Confidence
What credit scores measure, how to read your report, and which moves help versus hurt.
- Adults
- 90 minutes · Virtual
Date to be announced
Money Talks for Parents
How to teach kids about earning, saving, and spending at every age — including allowance and first jobs.
- Parents & caregivers
- 60 minutes · In person or virtual
Date to be announced
Teen Money Lab
An interactive session where teens make spending and saving decisions and see the outcomes.
- Ages 12–18
- 75 minutes · In person
Hosting a group of 10 or more? Request a private workshop instead.
Workshop to membership
One class, then a path that keeps going
Every reservation is tracked with your follow-up preferences, so after the live class your replay, worksheets, and next step are already waiting.
Step 1
Attend the live class
Join the session live, ask questions, and follow the chart walkthrough in real time.
Step 2
Replay is added
Your recording lands in the WealthWise Live library so you can rewatch any section.
Step 3
Worksheet + beginner trading plan
Download the trade plan template, risk rules sheet, and watchlist framework.
Step 4
Continue learning
Move into the Markets & Trading membership for ongoing live sessions and chart breakdowns.
After the workshop
Keep the momentum in Markets & Trading
Members get continued education: live market sessions, chart breakdowns, educational watchlists, Q&A, and full replay access. Educational purposes only — not individualized investment advice.
Reserve a spot
Get notified when dates open
Tell us which workshop interests you and your general availability. You'll receive an email with the confirmed date, location, and any cost before you commit.