Join Us for Empowering Financial Events to Build Your Wealth Today!
✓ Gain valuable insights from experts in financial literacy.
✓ Access free resources to enhance your financial knowledge.
Events & Workshops
Upcoming/Coming Soon Events
Join us for educational workshops, webinars, and community events designed to provide clarity on protection, tax readiness and the C.LE.EA.R. Money Method.
The C.L.E.A.R. Money Workshop (Webinar)
Date: “Coming Spring 2026”
Description: An interactive session on “Stretching the Paycheck” and building a legacy-focused financial identity.
Smart Money Moves for Beginners
Date: Coming Soon
Description: Tired of feeling behind in your financial goals? This class will give you the tools and resources to improve credit, manage debt, and start to build savings without stretching your budget.
Tax Readiness Seminar
Date: Coming Soon
Description: A deep dive into tax-saving strategies for small business owners and individuals before the filing deadline.
In the Community
I am frequently out in the community serving clients and volunteering. Look for Wealth & Prosperity Financial Services at local business expos and community financial literacy fairs.
Bringing Financial Clarity to Your Organization
Wealth & Prosperity Financial Services LLC is deeply committed to the Richmond, Chesterfield, and surrounding communities. Beyond individual consulting, I partner with churches, non-profit organizations, and small business groups to provide high-impact, jargon-free educational workshops.
Popular Speaking Topics
- Medicare & Health Transitions: Navigating the complexities of Medicare and supplemental coverage with confidence.
- Legacy & Estate Planning: Essential strategies for protecting your family and ensuring your wishes are honored.
- Financial Literacy & Practical Money Skills: Budgeting basics, “stretching the paycheck,” credit fundamentals, debt strategies, and smart saving habits.
- Tax Readiness for Small Businesses: Helping entrepreneurs and non-profits stay organized and compliant year-round.
- Mobile & Electronic Notary Services: Professional, secure document signing brought directly to your location.
- Foster Youth Empowerment: Specialized financial literacy workshops designed for transition-age youth moving toward independence.
Host a Workshop
Whether you are looking for a 30-minute keynote or a deep-dive educational seminar, I can tailor a presentation to meet the specific needs of your members or employees.
Stay in the Loop
Be the first to know about upcoming workshops, webinars, and community financial literacy events. Join our community to receive event invites and the latest insights from the C.L.E.A.R. Money Method directly in your inbox.