Master Your Financial Future with CWI Building Lab Series
Three Wealth Tracks
Six Weeks Each
One Financial Journey
Build your foundation
Grow your wealth
Protect your legacy
Overview
The Wealth Building Lab Series is designed to move participants from financial knowledge to measurable financial action.
Each Wealth Track is a six-week cohort combining live instruction, practical financial education, weekly Wealth Moves, and access to the Wealth Building Lab Student Hub, where participants can follow their cohort experience and measure their progress over time.
Participants who successfully complete each Wealth Track also receive a Certificate of Completion.
Classes meet for one hour on Thursdays - 6p - 7p Central
The Budgeting Blueprint
September 24 – October 29, 2026
Build the financial foundation for your wealth-building journey. Each participant receives The Budgeting Blueprint, a practical guide to creating a personal budget and spending plan that serves as the foundation of the six-week cohort. Through live instruction and weekly Wealth Moves, participants work on cash-flow management, emergency savings, debt management and repayment, and credit building. Students establish savings and debt-repayment goals and track actual dollars saved and allocated toward debt—turning a budget from something on paper into measurable financial progress.
Wealth Accumulation
November 12 – December 17, 2026
Move from managing money to becoming investment ready. Participants learn how the stock market works, how to research investments, and the roles of stocks, mutual funds, ETFs, diversification, risk, and investment accounts. The track also connects investing to retirement planning through Roth and Traditional IRAs, 401(k)s and other employer-sponsored plans, Social Security concepts, annuities, and long-term retirement income planning. The objective is to help participants identify their next move and, where appropriate, open the door to investing by establishing or preparing to establish investment and retirement accounts.
Wealth Protection & Legacy
January 14 – February 18, 2027
Protect what you're building and prepare for what happens next. Participants explore life insurance and other protection strategies, beneficiary planning, foundational estate-planning tools and resources, and family economic systems that can help preserve and transfer financial knowledge and assets across generations. Students develop actionable next steps toward reviewing protection needs, organizing important financial information, documenting their wishes, and building a more intentional legacy for themselves and their families.
Imagine a Life Free from Financial Stress
Signing up for CWI Building Lab puts you on the path to financial freedom and long-term stability.
Practical Strategies
Learn actionable steps to build wealth, reduce debt, and increase savings.
Guided Instruction
Benefit from expert guidance to develop a personalized financial plan.
Accountability
Stay on track with regular check-ins and progress tracking.