Educational Classes

Unleash Wealth Wisdom with the Winnow Wealth Academy: Immerse yourself in our interactive, In-Person Workshops on personal finance—completely free of charge! Alternatively, take control of your learning journey at your own pace with our comprehensive suite of Online Learning courses.

Instructor: Chad Castle, RICP®

Upcoming In-Person Workshops

In-Person Workshop Descriptions

Read below to learn about each of of our 3 in-person workshops

Smart Retirement Tax

  • Discover how to pay the minimum on your taxes in retirement. Learn how a single piece of legislation changed 401(K)s and IRAs and what it could mean for retirement.

Social Security Blueprint

  • Learn ways to protect yourself from Social Security mistakes that could COST YOU THOUSANDS. Understand why Social Security is critical in creating an income plan.

Retire Wiser

  • Recently retired or hoping to retire soon? In this class, we explore 5 common failures that may help stop you from running out of money in retirement.

Check out the dates and details below for our upcoming in-person workshops.

Click the arrow on the right to expand each box and sign up.

Please Check Back for Class Dates in Fall 2024

DATE:

TIME:

LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708

COST: FREE

HOW TO SIGN UP:

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Online Learning

Dive into a wealth of financial knowledge anytime, anywhere with Winnow Academy Online Learning!

Unleash your financial potential with our self-paced
e-learning courses covering everything from retirement planning and savvy investing strategies to decoding the complexities of social security, taxes, estate planning, and the psychology around money.

Best of all, this comprehensive suite of courses is absolutely FREE! Seize control of your financial destiny—click below to launch your journey to financial efficiency now!

(254) 776-8400

200 W State Hwy 6, Suite 330

Waco, TX 76712

Monday - Friday 9AM - 5PM

Copyright © 2024 Winnow Wealth, LLC


Winnow Wealth, LLC (“Winnow Wealth”) is a Registered Investment Advisor (“RIA”), located in the State of Texas. Winnow Wealth provides investment advisory and related services for clients nationally. Winnow Wealth will maintain all applicable registration and licenses as required by the various states in which Winnow Wealth conducts business, as applicable. Winnow Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Investment advisory services also offered through Brookstone Wealth Advisors (BWA), a registered investment advisor. Winnow Wealth & BWA are independent of each other.