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 Workshops
Read below to learn about our in-person workshops:
Retire Ready
Join us for Retire Ready, an in-person personal finance course designed for those recently retired or planning to retire soon. Learn how to minimize your tax burden in retirement and explore common financial pitfalls that can jeopardize your savings. Gain practical strategies to ensure your money lasts and enjoy a worry-free retirement. Whether you're just starting to think about retirement or already there, this course will equip you with the knowledge and tools to secure your financial future!
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.
Retire Ready (First Half - Night 1) - September 9, 2024
DATE: Monday, September 9, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
Retire Ready (Second Half - Night 2) - September 16, 2024
DATE: Monday, September 16, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
Retire Ready (First Half - Night 1) - October 7, 2024
DATE: Monday, October 7, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
Retire Ready (Second Half - Night 2) - October 14, 2024
DATE: Monday, October 14, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
Retire Ready (First Half - Night 1) - November 4, 2024
DATE: Monday, November 4, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
Retire Ready (Second Half - Night 2) - November 11, 2024
DATE: Monday, November 11, 2024
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: FREE
HOW TO SIGN UP: Please check back later when registration is open, typically about 3 weeks in advance.
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, estate planning, and insurance. We also have courses covering income tax planning for retirement, diversification in your investment portfolio, psychology of investing, and deciphering whether annuities are good or bad.
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!
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.