Financial Education, Workshops & Community Experiences

The Wealth Events™ is BPP Agency’s financial education event platform featuring workshops, seminars, webinars, signature experiences, and community conversations. Each experience is question-led and designed to help people learn, engage, and ask better questions—without receiving personal recommendations from the stage.

Current experiences

• What’s Your Number?™
• The $500K Decision™
• Million Dollar Head Start™
• Coffee, Cash & Clarity™
• Have You Checked Your TRAP$?™
• Become Your Own Family Bank™

Why it matters

Financial education is often fragmented, filled with jargon, centered on products, or delivered only after a major decision is already due. The Wealth Events™ creates accessible, practical rooms where questions are welcomed and education comes before recommendation.

Partner-led experiences remain the intellectual property of their respective owners.

Family Organization & Legacy Preparedness Experience

Family Legacy Lab™ is a guided education and legacy-organization experience that helps households identify and organize the people, protections, documents, assets, instructions, and decisions that matter. It can surface beneficiary and ownership questions, business and property details, digital information, emergency contacts, and unresolved conversations.

The problem it solves

Important family information is often scattered, outdated, or known by only one person. During an emergency, that turns a difficult moment into a search for answers.

What participants can leave with

• A clearer inventory of important information
• Beneficiary and ownership items to review
• Missing instructions and continuity questions
• Key professional and family contacts
• A focused 30-day action plan

The experience supports organization and education and does not replace legal, tax, or financial advice.

Education Where People Already Gather and Trust

BPP Agency’s outreach initiative brings practical financial education to churches, schools, businesses, nonprofits, professional groups, and community organizations. Programs can be tailored to the audience, topic, and format through workshops, financial-wellness sessions, webinars, resources, and learning series.

The problem it solves

Many people have limited access to practical education they can connect to daily life, while trusted organizations may lack the content, tools, or facilitators needed to provide it.

What it creates

• Accessible education in trusted spaces
• Programs tailored to the host community
• Practical tools and follow-up resources
• Better family and community conversations
• Connection to licensed professionals when requested

Digital Financial Education Platform — Coming Soon

BPP Wealth Academy™ is a developing digital learning platform for self-paced financial education, workshops, tools, and resources. It is intended to provide organized, audience-specific learning paths that reinforce live events and client education.

Why it matters

Financial learning is often fragmented into one-time experiences, and people may be unsure where to begin. A flexible platform can help learners build understanding on their schedule, prepare better questions, and continue learning beyond geography or appointment availability.

Access, curriculum, and platform features are still in development.