214-458-8462 jackie@jackietrust.com

Wealthness Workshop

Elevate your staff with Wealthness Workshop (WW), a financial literacy workshop that promotes “self-care”.

It is a wealth-nest of support!

Workshop Objectives

Wealthness Workshops empower participants with skills with practical and effective financial management while remaining in their chosen profession.

Financial freedom is a process, not a product!

The two action-oriented 1-hour (virtual) sessions will help educators gain confidence in navigating their financial future.   

These are self-reflection seminars facilitated by a practical wealth builder,  who offers real-world talk and has lived experiences.

Invest in your workforce’s financial well-being by scheduling a Wealthness Workshop.

Wealthness Workshops are a way to recognize the needs of the workforce and build a supportive culture with your staff.  Gift them the financial literacy wellness seminars.

The workshop series will help team members consider smart money decisions and position themselves to become financially free.

This isn’t just about accumulating wealth; it’s about personal growth and financial literacy. The sessions are designed to equip you with the practical knowledge needed to navigate the nuances of life.

Contact us at  or call (214) 458-8462 for more information on how to schedule a Wealthness Workshop for your entire team, program or site.

Participants Will Learn Easy to Apply Strategies:

Learn sustainable personal finance strategies you can use now.

Discern that math is not a prerequisite to smart money habits.

Navigate money management to make life more manageable.

Consider ways to create additional streams of income.

Remain in the profession you love and retire financially free. 

Click Here to Download the Information Packet

For AllS.I.D.E.S of Financial Literacy™ workshop and seminar scheduling...

Contact Us

Workshop Participant Commentary

Top Takeaways

"Acquiring the knowledge skills to become financially free"

"Evaluating my expenses and reducing nonessentials"

"Setting up the monthly spending spreadsheet"

"Turn my time into wealth"

"Creating a business"

"I’m going to try to do better to become debt free."

"Educate myself more about stocks with hopes to invest soon"

"Better action planning with my wife and kids "

"Check into Deferred Compensation, create a budget and stick to it!!

"Stop impulse spending. Using what we have"

"Working on one challenge each month for financial freedom"

"Analyzing all money and where it goes."

"Paying off my debt credit cards first"

"50/20/30"

"Spending habits, and adjusting financial plans"