Build your financial confidence. Grow your generational impact.

Foundations of Becoming an Investor

October 19, October 26 & November 2, 2026 | 6:00 – 8:00 p.m. ET

$25 refundable seat commitment* | Limited to 60 participants

Registration closes October 12, 2026, or when all seats are reserved.

Our mission is to equip learners with the knowledge, skills, and confidence to earn, manage, grow, and lead with money intentionally.

Build confident money habits.

Turn ideas into opportunities.

Lead with purpose. Plan for impact.

Foundations

Rooted Bootcamp with Parents

Earning & Business

Branched Education Moments

Leadership & Legacy

Adult courses, workshops & speaking

OAK Level University Courses & Workshop Topics

Explore our teaching topics below. Check the featured class for current enrollment, or request a topic for your group. Virtual and in-person learning experiences available.

• Stop Living Paycheck to Paycheck

• Make Your Debt Disappear | How to Pay Off Debt

• Personal Budgeting & Long-Term Goal Planning

• Wealth & Wisdom: Why Women Need Their Own Financial Security

• Foundations of Investing / Foundations of Becoming an Investor

• Stock Market 101

• Types of Investments

• Fixed Income Investments

• The 3 D's of Investing

• The Value of Time: The Beauty of Compounding Interest

• How to Invest in Stock Options

• The Markets Today: Performance, Volatility & Opportunity

• Bitcoin & Beyond: The Speculation Game

• Is the U.S. Dollar Losing Its Lead?

• Paychecks, Paychecks Everywhere / Creating Paychecks in Retirement

• Social Security Simplified / 3 Myths That Could Cost You Thousands / What It Is & How to Maximize Your Benefits

• Leave It, Move It, Roll It, Take It: Rollovers & Transfers

• Where to Retire Outside of the U.S.

• I Want to Start My Business Today / I Have a Business Idea: Where Do I Start?

• Say "I Do" to Profit

• Taxes

• Real Estate: Turning Bricks into Wealth

• Buying a Home

• Is Paying Off Your Mortgage Early the Right Move?

• Your Finances According to God's Word

• Faith. Focus. Finances.

• Teaching My Kids About Money / Family Economics: Teaching Kids the Value of Money

• Stock Market 101 for Kids

• Career Day: I Am a Financial Advisor

• Wills and Trusts and Your Legacy

• Creating Your Estate Plan

• Wills & Trusts That Protect Your Family and Your Future

Invite Dr. CC Anthony, AAMS™

Available for keynotes, workshops, panels, and lunch-and-learns.

Our Approach: Practical learning, real-world application, and guided mentorship. Financial literacy begins early and grows throughout life. Parent involvement applies to youth programs where required.

Education. Entrepreneurship. Legacy.