Stop Guessing. Start Understanding Your Money.

In three live sessions, learn how investing works, how informed investors make decisions, and how to identify your next financial moves.

You do not have to already know. You just have to be ready to learn.

• Presented by Rooted Next Gen University School of Financial Literacy & Entrepreneurship

• Owned by OAK Gen

• October 19, October 26, and November 2, 2026

• Mondays, 6:00–8:00 p.m. ET

• Live via Zoom

• $25 fully refundable seat commitment

• Limited to 60 participants

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

Ever feel like everyone else received the financial handbook except you? You have a career. You pay bills. You handle responsibilities. But somewhere along the way, people started talking about stocks, ETFs, portfolios, retirement accounts, wills, and wealth as though you were supposed to already know how everything works.

Maybe nobody ever taught you. That is what this course is for.

Foundations of Becoming an Investor is a three-session live adult education experience for adults who want to understand investing, build financial confidence, and make more informed financial decisions. No prior investing experience is required. No judgment. No financial jargon Olympics. We start with the foundation and build from there.

What Participants Will Learn

Session 1 — I Finally Understand Investing

Understand stocks, bonds, mutual funds, ETFs, indexes, dividends, investment accounts, risk, and return without needing a finance dictionary beside you.

Session 2 — Now I Know How to Think Like an Investor

Learn how informed investors evaluate choices and think about diversification, time horizon, fees, research, risk, and market noise without simply following trends.

Session 3 — I Know What My Next Money Moves Are

Learn how investing fits into a larger financial life, including the foundations of estate planning and protecting what you build. The cohort will also explore a participant-selected financial topic and create a next-step action plan.

By the End of These Three Sessions

• Understand essential investment language and how investing works

• Evaluate financial information and investment choices more critically

• Recognize hype and ask better questions before acting

• Understand what should be protected while building wealth

• Leave with specific Next Money Moves

Registration Includes

• Three two-hour live Zoom sessions

• One year of access to course resources through Skool

• Recordings of all three sessions

• Downloadable course materials and resources

• Complimentary budgeting software

• One complimentary personalized financial strategy session, available by appointment

• A bonus financial topic selected by the cohort

• A personal Next Money Moves action plan

• A full refund of the $25 seat commitment after successful completion of all three live sessions

Refund and Attendance Requirements

The $25 payment is a fully refundable seat commitment. To qualify for the refund, a participant must attend all three live sessions in their entirety, remain present through the end of each session, and submit the unique attendance form provided at the end of each class. All three attendance records must be verified. Recordings are included for review, but watching a recording does not replace live attendance for refund eligibility.

Who This Course Serves

This course was created for capable adults who may be educated, established in their careers, raising families, operating businesses, or finally earning enough to think seriously about the future — but who were never formally taught how to invest.

You do not have to already know. You just have to be ready to learn.