

# Event Details

- **Event Name**: 2026 Financial Literacy Workshop Series by the Community Wealth Initiative
- **Event Start and End Date**: Sat, 22 Aug, 2026 at 10:00 am – Sat, 26 Sep, 2026 at 10:00 am (-07:00)
- **Event Description**: Journey from Basic Financial Knowledge to Actionable Financial Confidence that will be the backbone of your family's financial legacy!About this EventJoin Us for the 2026 Financial Literacy Workshop Series!Looking to boost your money smarts? Our in-person workshop series is the perfect place to start. Dive into easy-to-understand tips and tricks to manage your finances better, no matter your experience level. Connect with experts and fellow learners in a friendly, relaxed setting. Don’t miss out on this chance to take control of your financial future!  https://cdn-az.allevents.in/events1/banners/df5c3ca0-9d29-11f1-80bb-ebfa6612c095-rimg-w675-h740-dcf8f8f8-gmir.jpg The Community Wealth Initiative is a local project created by Yolanda Duncan of Sunrise Home Partners & Tony Warfield of Warfield Insurance Strategies. This project was started with the purpose of assisting our community in gaining the knowledge and resources needed to help successfully navigate a challenging national economy and how it impacts our home economy.As more workshops become available, we hope to help silence some of the noise and confusion behind the information shared on multiple platforms. As each licensed professional looks to assist attendees with their specific challenges, it is our most sincere desire that each attendee finds value in the training shared and takes action immediately to strenghten their financial future.Our training schedule is as follows:Special WorkshopModule One - August 22ndThe Guidance Center1301 Pine StreetLong Beach CA9:30- Breakfast & Check-in (Please RSVP!)10:00- Welcome & Vision10:10- Opening Prayer/ Speaker Intro10:20- Banking Options - 40minsw/ Special Guest BMO Bank11:05- Credit/ Debt Mgmt - 40minsDr. Sharifa Batts - Distinguished Group Enterprises11:45- Lunch/ Vendor Welcome12:15- Down Payment Assistance/ Grant Programs - 40minsBrenda Robinson - New American Funding1:00- Retirement Plans/ Asset Protection - 40minsTony Warfield - Warfield Insurance Strategies1:40- Questions & Answers1:50- Closing Remarks/ AdjournmentSpecial WorkshopModule Two - September 26thThe Guidance Center1301 Pine StreetLong Beach CA9:30- Breakfast & Check-in (Please RSVP!)10:00- Welcome & Vision10:10- Opening Prayer/ Speaker Intro10:20- Life Insurance Retirement Planning - 60minsTony Warfield - Warfield Insurance Strategies11:20- Managing Your Tax Bill - 40minsDr. Lorie Givins - Tax Preparer12:00- Lunch / Vendor Welcome12:30- Understanding Medicare - 40minsRagan Adkins Small - RAS Benefits1:15- Avoiding Probate (Wills & Trusts) - 40minsAdrian Duncan - Trojan Accounting1:55- Closing Remarks/ AdjournmentModule Two - October 10Paramount City Hall Clearwater Building16401 Paramount BlvdParamount CA9:30- Breakfast & Check-in (Please RSVP!)10:00- Welcome & Vision10:10- Opening Prayer/ Speaker Intro10:20- Life Insurance Retirement Planning - 60minsTony Warfield - Warfield Insurance Strategies11:20- Managing Your Tax Bill - 40minsDr. Lorie Givins - Tax Preparer12:00- Lunch / Vendor Welcome12:30- Understanding Medicare - 40minsThermon "Rick" Holliday - TRH Insurance1:15- Avoiding Probate (Wills & Trusts) - 40minsAdrian Duncan - Trojan Accounting1:55- Questions & Answers2:20- Closing Remarks/ AdjournmentTake a few moments to view a few key podcast discussions. You would gain a sense of the level of detail we will share in our presentations and individual discussions.https://youtu.be/9CQbWpWRj4QFrom They Didn't Tell Us (2019) to The Community Wealth Initiative (2026)...The effort to educate the community is an ongoing mission for many professionals. I am so excited to have a collective of professionals coming together to address the epidemic level lack of financial knowldge in our community. The Community Wealth Initiative is currentlly in its project stage, but with the help of the community we will bring the undistorted financial education with actionable information our community members need!Lets's Get Started!
- **Event URL**: https://allevents.in/long-beach/2026-financial-literacy-workshop-series-by-the-community-wealth-initiative/100001983649558227
- **Event Categories**: fitness, Workshops
- **Slot details of has slots**: 
- **Interested Audience**: 
  - total_interested_count: 0
- **Event Highlights**: 
  - Age Limit: 21+
  - Duration: 4 hours
  - Location: The Guidance Center
  - Languages: English

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Long Beach
- **state**: CA
- **country**: United States
- **location**: The Guidance Center
- **lat**: 33.7829596
- **long**: -118.1925824
- **full address**: The Guidance Center, 1301 Pine Avenue, Long Beach, United States

## Event gallery

- **Alt text**: 2026 Financial Literacy Workshop Series by the Community Wealth Initiative
  - **Image URL**: https://cdn-az.allevents.in/events5/banners/66ca693f3e4e61bcf2df699835bca7003ac9a35d4f08695f56819da572c2069c-rimg-w830-h1080-dcffffff-gmir.jpg?v=1771821368

## FAQs

- **Q**: When and where is 2026 Financial Literacy Workshop Series by the Community Wealth Initiative being held?
  - **A:** 2026 Financial Literacy Workshop Series by the Community Wealth Initiative takes place on Sat, 22 Aug, 2026 at 10:00 am to Sat, 26 Sep, 2026 at 10:00 am at The Guidance Center, 1301 Pine Avenue, Long Beach, United States.
- **Q**: Is there an age restriction for 2026 Financial Literacy Workshop Series by the Community Wealth Initiative?
  - **A:** 2026 Financial Literacy Workshop Series by the Community Wealth Initiative is strictly for guests aged 21 and above. Valid government-issued photo ID is required for entry. Guests under 21 will not be admitted. The event will be presented in English.
- **Q**: Who is organizing 2026 Financial Literacy Workshop Series by the Community Wealth Initiative?
  - **A:** 2026 Financial Literacy Workshop Series by the Community Wealth Initiative is organized by Tony Warfield- Warfield Insurance Strategies (WIS).
- **Q**: Who is this event for? Is it right for me?
  - **A:** 2026 Financial Literacy Workshop Series by the Community Wealth Initiative is ideal for curious learners, students, and skill-builders looking to gain hands-on knowledge and practical expertise in a focused, interactive setting. Whether you're a first-time attendee or a longtime enthusiast in Long Beach, this event is thoughtfully curated to deliver a standout experience worth every moment. If 2026 Financial Literacy Workshop Series by the Community Wealth Initiative sounds like your kind of event, don't wait - spots fill up fast.

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