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Join Us For an Educational Class

Click on an event for more information.

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 Online Learning courses.

Instructor: Chad Castle, RICP®

Live Events

Events in April–November 2025

  • April 21, 2025 (1 event)


    April 21, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    CLICK HERE TO REGISTER TODAY
    $29 for an individual or married couple.

  • April 28, 2025 (1 event)


    April 28, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    CLICK HERE TO REGISTER TODAY
    $29 for an individual or married couple.

  • August 18, 2025 (1 event)


    August 18, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    Check back soon for registration link.
    $29 for an individual or married couple.

  • August 25, 2025 (1 event)


    August 25, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    Check back soon for registration link.
    $29 for an individual or married couple.

  • October 20, 2025 (1 event)


    October 20, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    Check back soon for registration link.
    $29 for an individual or married couple.

  • October 27, 2025 (1 event)


    October 27, 2025

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

    Secure Your Spot Now – Limited Seats Available!

    Click Here for Directions

    This is an educational class and no products will be pitched or sold.
    Suitable for both Individuals OR Married Couples.

    What You’ll Learn (and Why It’s Essential):

    Designing Your Ideal Retirement Plan

    • Imagine entering retirement with confidence, knowing exactly how much income you’ll have. You’ll create a tailored income plan to ensure you don’t outlive your savings.

    Lower Your Taxes and Keep More of Your Hard-Earned Money

    • What if you could legally reduce the tax burden on your retirement accounts? Learn strategies like Roth Conversions to minimize taxes on IRAs and 401(k)s.

    Maximize Your Social Security Benefits

    • With 500+ ways to claim Social Security, it’s crucial you choose the option that maximizes your income. This class shows you how to get the most out of Social Security – a benefit you’ve earned.

    Check back soon for registration link.
    $29 for an individual or married couple.

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Schedule Your Right FIT Call

In a 15-minute Right FIT Call, we focus on understanding your financial goals to ensure alignment with your unique aspirations.
We will explore your goals for retirement, discuss your accounts, assess how much you’ve saved so far, and next steps.