FAC Learning
WealthWise
The only wealth planning program designed to help professional organizations deepen their impact by nurturing lifelong financial confidence.
At FAC Learning, we’ve trained hundreds of forward-thinking professionals in building confidence and clarity around their finances. Now, we’re bringing that experience to help your members thrive. This exclusive wealth planning experience helps associations strengthen engagement and deliver lasting value—because thriving members make thriving organizations.
Our Workshops
The Financial edge:
wealth planning essentials for women
In this dynamic session, you’ll discover how to turn financial goals into lasting independence. Learn to navigate the unique financial challenges women face—and the powerful opportunities that come with them.
- Apply five essential steps to build long-term financial security
- Use key tools to protect yourself and your loved ones from life’s unexpected turns
- Evaluate your current financial picture and map a confident path forward
Tax-Smart Wealth & Legacy Strategies:
pass on more of what matters
In this practical, insight-rich session, you’ll learn how to make the most of your money today while supporting the people and causes you care for the most.
- Learn the essentials of smart tax planning and how to protect and preserve your wealth
- Apply the fundamentals of smart tax planning with actionable steps you can start using right away
- Why you need an estate plan—and how to avoid common oversights that can jeopardize your wishes and your heirs
Investing Essentials:
For Real World Results
In this interactive session, you’ll learn how to build a resilient, goal-focused portfolio and make informed investment decisions—whether markets are calm or chaotic.
- Master the fundamentals of a strong, all-weather portfolio built to perform through market ups and downs
- Invest with confidence and clarity by understanding what truly drives long-term success
- Apply smart, practical strategies for the DIY investor—so you can take control of your financial future with discipline and purpose
Pre-Retirement Planning:
Retire with clarity and optimism
In this engaging session, you’ll gain the clarity and confidence to prepare for the retirement you’ve envisioned—both financially and personally.
- Plan for common retirement risks. Identify challenges like inflation, longevity, and market volatility—and manage them with actionable, proven strategies.
- Maximize your income in retirement. Discover smart ways to make your savings last and create a steady, sustainable income stream.
- Prepare for life beyond the numbers. Learn practical techniques for navigating the personal side of retirement—so you can build a future that’s both secure and deeply fulfilling.
Pricing
Our live, instructor-led workshops are hosted virtually and are engaging, interactive learning experience. Each session runs 45 to 60 minutes and can be tailored to your organization’s goals.
Our program fee is $295 per hour
Meet Your Host
Cherie is the founder of the Financial Advice Center and hosts the WealthWise Workshops.
With nearly three decades of experience—from investment banking in London to pension fund management and financial planning—Cherie brings a wealth of real-world insight to every session she leads.
Her expertise has been featured in Morningstar, PBS, and Yahoo Finance, and she holds both the Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations.