Build your financial confidence. Grow your generational impact.
Practical financial education for adults, teens, families, and business owners. Learn to manage money, invest with purpose, and protect your legacy.
NOW ENROLLING | LIVE ON ZOOM
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.
Where Financial Roots Become Generational Strength
Our mission is to equip learners with the knowledge, skills, and confidence to earn, manage, grow, and lead with money intentionally.
Financial Literacy & Wealth
Build confident money habits.
Entrepreneurship
Turn ideas into opportunities.
Leadership & Legacy
Lead with purpose. Plan for impact.
Find your place. Grow at your pace
OAK LEVEL |
Learn something that moves you forward.
University courses & workshop topics for your money, your family, and your future
University courses & workshop topics for your money, your family, and your future.
Explore a topic below. View the featured class elsewhere on this page for current enrollment.
Everyday Money & Debt
Build a plan for your everyday money.
Stop Living Paycheck to Paycheck
Make Your Debt Disappear
Personal Budgeting & Long-Term Goal Planning
Investing & the Markets
Understand your choices. Invest with purpose.
Foundations of Investing
Stock Market 101
Types of Investments
Retirement & Income
Learn how to turn savings into income
Paychecks, Paychecks Everywhere Social Security Simplified Rollovers & Transfers
Leave It, Move It, Roll It, Take It: Rollovers & Transfers
Where to Retire Outside of the U.S.
Business, Taxes & Real Estate
Connect your ideas to your financial future
I Want to Start My Business Today / I Have a Business Idea: Where Do I Start?
Say "I Do" to Profit
I Want to Start My Business Today Taxes Real Estate: Turning Bricks into Wealth
Faith, Family & Financial Learning
Build knowledge you can share across generations
Your Finances According to God’s Word Teaching My Kids About Money Stock Market 101 for Kids
Stock Market 101 for Kids
Career Day: I Am a Financial Advisor
Estate Planning & Legacy
Understand how to protect what matters.
Wills and Trusts and Your Legacy
Creating Your Estate Plan
Wills & Trusts That Protect Your Family
CTA
BRING THE CONVERSATION TO YOUR AUDIENCE
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.
ROOTED NEXTGEN UNIVERSITY
Education. Entrepreneurship. Legacy.