Educational Classes
Unleash Wealth Wisdom with the Winnow Wealth Academy: Immerse yourself in our interactive, In-Person Classes on personal finance! Alternatively, take control of your learning journey at your own pace with our comprehensive suite of complimentary Online Learning courses.
Instructor: Chad Castle, RICP®
Upcoming In-Person Classes
In-Person Classes
Read below to learn about our in-person classes:
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 classes.
Click the arrow on the right to expand each box and sign up.
Retire Ready (TWO-NIGHT CLASS) - January 21 & 28, 2025
DATE: January 21, 2025 (PART ONE) and January 28, 2025 (PART TWO)
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: $29 per person
HOW TO SIGN UP: Registration has closed.
Retire Ready (TWO-NIGHT CLASS) - February 17 & 24, 2025
DATE: February 17, 2025 (PART ONE) and February 24, 2025 (PART TWO)
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: $29 per person
HOW TO SIGN UP: Please check back later. Registration typically opens 2-3 weeks in advance.
Retire Ready (TWO-NIGHT CLASS) - March 24 & 31, 2025
DATE: March 24, 2025 (PART ONE) and March 31, 2025 (PART TWO)
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #108 - 1400 College Drive, Waco, TX 76708
COST: $29 per person
HOW TO SIGN UP: Please check back later. Registration typically opens 2-3 weeks in advance.
Retire Ready (TWO-NIGHT CLASS) - April 21 & 28, 2025
DATE: April 21, 2025 (PART ONE) and April 28, 2025 (PART TWO)
TIME: 6:00 PM - 8:30 PM
LOCATION: McLennan Community College (MAC - Michaelis Academic Center) Room #111 - 1400 College Drive, Waco, TX 76708
COST: $29 per person
HOW TO SIGN UP: Please check back later. Registration typically opens 2-3 weeks in advance.
Online Learning
We offer TWO PATHS for online self-paced learning:
Path 1: Winnow Wealth Academy
Take control of your financial future with our free, self-paced online courses covering essential topics like retirement planning, Social Security, investing strategies, estate planning, insurance, tax planning for retirement, portfolio diversification, the psychology of investing, and annuities. This comprehensive suite is designed to empower you with the knowledge to make confident financial decisions and prepare for retirement.
Path 2: What School Didn't Teach Us About Money
Learn the financial basics you wish you’d been taught sooner with this free, self-paced course! Covering essential topics like budgeting, saving, credit cards, banking products, and investing, it’s designed to provide practical knowledge for everyday financial success. Plus, we plan to expand the curriculum with topics such as income taxes, shopping for insurance, and more - ensuring you have the tools to build a solid financial foundation.
Copyright © 2025 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.