Discover What Our
Workshops Can Do For You

When you’re empowered with knowledge about how to put money
to work you can take control of your financial future.

Attend your first workshop
Heidi Yip
Heidi Yip Financial Professional
500 AIRPORT BLVD
STE 488
BURLINGAME, CA 94010
Get Directions

We Suffer From a Lack of Education

Don't you find it ironic that we live in one of the wealthiest countries in the world, but we always have money problems? We can work hard to make money all our lives but still retire broke. Maybe we don’t have much because we don’t know much. Money is seldom taught at home or at school. Is it any wonder that people avoid the topic of money and don't like to think about it? We think financial education can change lives and we’re doing something about it.

  • 33%

    of American adults have zero saved for retirement.

  • 44%

    of Americans don't have enough cash to cover a $400 emergency.

  • 38%

    of U.S. households have credit card debt, an average of which owe $16,048.

Source for all: Forbes, ‘4 Stats That Reveal How Badly America Is Failing At Financial Literacy, April 2018

WSB Workshops

the Financial Foundation Educational Program

  • Increase Cash Flow

    INCREASE
    CASH FLOW

  • Debt Management

    DEBT
    MANAGEMENT

  • Building a Strong Financial Foundation

    BUILDING A STRONG
    FINANCIAL FOUNDATION

  • Proper Protection

    PROPER
    PROTECTION

  • Building Wealth

    BUILDING WEALTH

  • Asset Accumulation

    ASSET
    ACCUMULATION

  • Retirement Strategy

    RETIREMENT
    STRATEGY

  • Wealth Preservation

    WEALTH
    PRESERVATION

We need to change. We need understanding first.
A new era of pro-activism and financial freedom must begin.

Because of these workshops, now I feel that I can really take control and move forward. - Abel W.
These workshops are incredible. The instructor showed me how much I was spending needlessly each month, and how much I could save. - D. Hastings

WHAT YOU’LL GAIN FROM OUR WORKSHOPS

  • Discover

    Discover

    Find and save more money by evaluating expenses.

  • Understand

    Understand

    Understand strategies and accumulate cash.

  • Protect

    Protect

    Protect and preserve your money.

  • Be In Control

    Be In Control

    Finally take control of you money.

  • Learn

    Learn

    Learn the habits of successful people.

  • Be In Control

    Put it to Work

    Learn how to make money work better for you.

Image Description