Expert Agents Group — Workshops
Knowledge Is the First Step
to Financial Freedom
Join our expert-led workshops and gain the financial knowledge you need to make confident decisions, build lasting wealth, and create the life you deserve.
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How Money Works for Women
Your Road to Taking Control
An empowering workshop designed to help women of all ages understand money, build or enhance credit, make smart investment decisions, and create a roadmap for financial independence. For you and your next generations.
What You'll Learn
- Budgeting and savings fundamentals
- Understanding credit and debt management
- Introduction to investing and compound interest
- Insurance tools everyone should know how to use
- Building a financial plan for your future
Buying a Home and Protecting It
A Workshop for People Looking to Become Homeowners
Homeownership is one of the most powerful wealth-building tools available — but knowing your options makes all the difference. This workshop walks you through every stage of the journey, from getting credit-ready to closing day and beyond, so you can buy with confidence and protect what you've built for the unexpected.
What You'll Learn
- How to build and repair your credit to qualify for the best loan terms
- Down payment assistance programs — grants and resources most buyers don't know about
- Understanding your loan options: FHA, conventional, VA, USDA, and more
- How to choose the right lender and negotiate the best terms for your situation
- What to expect from offer to closing — navigating the buying process step by step
- Protecting your home after purchase: mortgage protection, life, and disability insurance
- What happens to your home and family if the unexpected occurs
Tax Basics & Smart Deductions
Know What You Can Keep
Learn how the tax system works, what deductions you're entitled to, and how to position yourself for maximum savings whether you're an employee, freelancer, or small business owner.
What You'll Learn
- How federal and state taxes are calculated
- Common deductions most people miss
- Self-employed and business owner tax strategies
- How to work with a tax professional effectively
- Year-round tax planning tips
The Retirement Income Blueprint
Turn Your Savings Into a Lifetime Income Stream
You've spent years building your 401(k) or IRA — but do you have a plan to make it last a lifetime? This free workshop reveals the strategies most people never learn until it's too late: how to convert your retirement savings into a guaranteed income stream you can never outlive, protect against market volatility, and retire on your terms — without fear of running out of money.
What You'll Learn
- The #1 retirement mistake — and why even disciplined savers fall into it
- How to turn your 401(k) or IRA into a paycheck you can never outlive
- Why relying solely on market-based accounts puts your retirement at risk
- The difference between accumulation and distribution — and why it changes everything
- Tax-smart strategies for converting savings into lifetime income
- How to protect your retirement from market crashes, inflation, and unexpected expenses
- What to look for (and avoid) when structuring your retirement income plan
Financial Literacy
Learn How to Become Financially Independent with Simple, Easy-to-Follow Concepts
Most people were never taught how money really works — and that silence costs families their security, their peace of mind, and their future. This workshop breaks down the fundamental principles behind money in a way that is clear, practical, and immediately actionable. Whether you are just starting out or looking to reset your financial foundation, you will leave with a blueprint for financial independence that works at any age and any income level.
What You'll Learn
- How money actually works — the rules the wealthy know that most people were never taught
- The power of compound interest and why starting today matters more than the amount
- Building a budget that works with your life, not against it
- Understanding credit — how to build it, protect it, and use it as a tool
- The difference between assets and liabilities and why it changes every financial decision
- How to create multiple streams of income and stop depending on a single paycheck
- Introduction to investing: stocks, index funds, real estate, and insurance products
- How taxes work and simple strategies to legally keep more of what you earn
- Protecting your income and your family with the right insurance tools
- How to set financial goals and build a step-by-step plan to achieve them