2026 Financial Literacy Workshop Series by the Community Wealth Initiative

Join Us for the 2026 Financial Literacy Workshop Series!

Looking to boost your money smarts? Our in-person workshop series is the perfect place to start. Dive into easy-to-understand tips and tricks to manage your finances better, no matter your experience level. Connect with experts and fellow learners in a friendly, relaxed setting. Don’t miss out on this chance to take control of your financial future!

The Community Wealth Initiative is a local project created by Yolanda Duncan of Sunrise Home Partners & Tony Warfield of Warfield Insurance Strategies. This project was started with the purpose of assisting our community in gaining the knowledge and resources needed to help successfully navigate a challenging national economy and how it impacts our home economy.

As more workshops become available, we hope to help silence some of the noise and confusion behind the information shared on multiple platforms. As each licensed professional looks to assist attendees with their specific challenges, it is our most sincere desire that each attendee finds value in the training shared and takes action immediately to strengthen their financial future.

Our training schedule is as follows:

Module One (April 11 & July 11)

9:30- Breakfast & Check-in

10:00- Welcome & Vision

10:10- Speaker Intro

10:20- Budgeting Basics

10:55- Credit/ Debit Mgmt

11:30- Understanding Taxes

12:00- Lunch/ Vendor Welcome

12:40- Home Buying/ Investing

1:15- Retirement Plans/ Asset Protection

1:45- Closing Remarks/ Adjournment

Module Two (May 2 & October 10)

09:30- Breakfast & Check-in

10:00- Welcome & Vision

10:10- Speaker Intro

10:20- Life Insurance Retirement Planning

10:55- Leveraging Your Assets

11:30- Understanding Medicare

12:00- Lunch/ Vendor Welcome

12:40- Social Security / IRMAA

1:15- Wills & Trusts – Avoid Probate

1:45- Closing Remarks/ Adjournment

Take a few moments to view a few key podcast discussions. You would gain a sense of the level of detail we will share in our presentations and individual discussions.

California State Assembly Speaker Anthony Rendon Hosted a Financial Literacy Workshop @ New Commandment Missionary Baptist Church in Paramount, California. Getting our youth started early! Niemes Elementary School in Artesia, California. Educating our Future Retiring & Senior Community. Cinemark Theatre, Carson, California. Enjoying food from locally sponsored businesses in the Paramount Community Center after a Free Community Financial Workshop. Training our United States Military Veterans! Long Beach City College