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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 September 2025–April 2026

  • 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.

  • November 12, 2025 (1 event)


    November 12, 2025

    Location:
    McLennan Community College Emergency Services Education Center
    7601 Steinbeck Bend Dr
    Waco, TX 76708

    Note: This is NOT located at the main MCC Campus. This building is located near the airport.

    Details: 
    Attend a FedImpact Retirement Workshop and learn how to maximize your federal benefits. These benefits can be confusing and that makes planning for retirement frustrating. Our mission is to help you to understand what is available, avoid the red tape, and create a clear path to retire ready.

    REGISTER HERE!

  • January 15, 2026 (1 event)

    N/A
    January 15, 2026

    Location: Waco, TX

    Federal employee benefits can be confusing and frustrating. Unravel the federal retirement red tape by attending a FedImpact  Workshop and discover how to be the hero in your own retirement story.

    FedImpact is the leading source for candid, no-nonsense federal employee retirement training. The FedImpact Workshop, presented by ProFeds, is a versatile training program and satisfies federal agencies’ requirement to provide pre-retirement training to their employees.

    Registration coming soon!

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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.