Welcome to the Finance

Build a Stronger Financial Future

Your financial future deserves more than a one-size-fits-all plan. We help individuals and families build stronger money habits through the Four Pillars of Finances: Investment, Emergency Fund, Debt Management, and Protection. Our financial literacy workshops for Texas families and saving and investing workshops for families provide practical knowledge, meaningful conversations, and tools to make informed financial choices with greater confidence.

Let's Get Started

Watch the introduction to learn more about JPE Health and Wealth Advocates and how the Finance works.

 

Take the First Step

Complete the form below to get connected and receive information about upcoming financial education, coaching opportunities, and workshops.

Your Next Steps

Once you complete the form, choose the opportunities that are right for you.

Schedule a Seminar

Reserve your spot for an upcoming financial education session and learn more about the program.

Join Our Facebook Group

Connect with the JPE community and stay updated on financial education, events, and opportunities.

Join Finance Workshops

Explore our six financial education workshops and continue building your knowledge.

Finance Workshops 1–6

Continue your financial education through our workshop series. Workshop dates and individual registration links will be added once confirmed.

Workshop 1

Financial Education Workshop

Workshop 2

Financial Education Workshop

Workshop 3

Financial Education Workshop

Workshop 4

Financial Education Workshop

Workshop 5

Financial Education Workshop

Workshop 6

Financial Education Workshop

➤ WSB NATIONAL WORKSHOPS
SEPTEMBER 2026
MONDAY
11AM PT / 1PM CT / 2PM ET 5PM PT / 7PM CT / 8PM ET 7PM PT / 9PM CT / 10PM ET
TUESDAY
11AM PT / 1PM CT / 2PM ET 5PM PT / 7PM CT / 8PM ET 7PM PT / 9PM CT / 10PM ET
WEDNESDAY
11AM PT / 1PM CT / 2PM ET
THURSDAY
11AM PT / 1PM CT / 2PM ET 5PM PT / 7PM CT / 8PM ET 7PM PT / 9PM CT / 10PM ET
FRIDAY
11AM PT / 1PM CT / 2PM ET 5PM PT / 7PM CT / 8PM ET 7PM PT / 9PM CT / 10PM ET
1
Workshop 4
2
Workshop 5
3
Workshop 6
Product Highlights
(Final Expense)
4
RSSA
7
Workshop 1
8
Workshop 2
9
Workshop 3
10
Workshop 4
Product Highlights
(Life Insurance)
11
Workshop 5
14
Workshop 6
15
RSSA
16
Workshop 1
17
Workshop 2
Product Highlights
(Long Term Care)
18
Workshop 3
21
Workshop 4
22
Workshop 5
23
Workshop 6
24
RSSA
Product Highlights
(Annuity)
25
Workshop 1
28
Workshop 2
29
Workshop 3
30
Workshop 4
Workshop 1
Building Saving & Wealth
Workshop 2
Increase Cash Flow & Manage Debt
Workshop 3
Preparing with Proper Protection
Workshop 4
Your Health & Wealth
Workshop 5
Understanding Asset Accumulation Strategies
Workshop 6
Fulfilling Long-Term Goals
RSSA
Optimizing Social Security
Product Highlights
Utilizing Solutions & Strategies

Stay Connected With Our Community

Join our Facebook community to receive updates, educational resources, workshop announcements, and other financial wellness information.