Skip to main content
ARE YOU READY TO INVEST?
Take this 1 minute quiz to find out if you are ready to start investing.
***Plus A Bonus: Gain Free Access to The ABC’s of Investing
CLICK HERE
search

WELCOME TO THE GENERATIONAL WEALTH FOR ALL TOOLKIT

EMPOWERING 1,000,000 BLACK, BROWN, & DISABLED FAMILIES TO BUILD GENERATIONAL WEALTH Because You Can!

CLICK HERE TO DOWNLOAD AND START YOUR JOURNEY

This toolkit is provided exclusively for personal and community education purposes. Commercial use, reproduction, or modification of this content without written permission is strictly prohibited. If you would like to license this material for your organization, please contact Info@FinancialJoySchool.com

Join the Movement

When you complete the Generational Wealth Toolkit, let us know! Email us @ Info@FinancialJoySchool.com and take a photo of you opening up your investment account (ensure your private information is not shown). Stay connected by joining the Generational Wealth Pledge:Stay connected by joining the Generational Wealth Pledge

Join Here

Action Plan

01
Download the Digital Toolkit & Presentation Deck
02
Schedule an Information Session for Your Leadership Team
03
Plan & Promote a Community Workshop
04
Engage with Partners & Sponsors to Expand Impact
05
Track Progress & Share Success Stories to Inspire Others

GUIDE FOR ORGANIZATIONS USING THE GENERATIONAL WEALTH FOR ALL TOOLKIT

This guide is designed to help organizations, nonprofits, community groups, and businesses effectively use the Generational Wealth for ALL Toolkit to empower Black, Brown, and Disabled families—but is accessible for all, with financial education and generational wealth-building strategies

1.How Organizations Can Use the Toolkit

  • Use the Toolkit to educate community members.
  • Organize in-person or virtual workshops covering
    investing, estate planning, and financial education.
  • Offer Q&A sessions to address specific financial
    concerns.
  • Share the Digital Toolkit PDF via email, newsletters, or social media.
  • Print copies for community centers, schools, and faith-based organizations.

  • Provide access through local libraries and financial resource hubs.

  • Partner with credit unions, banks, and brokerage firms to offer financial education programs.
  • Encourage corporate sponsorships to fund toolkit distribution and workshops.

  • Work with Employee Resource Groups (ERGs) to engage employees in generational wealth-building initiatives.

2. Workshop Implementation Guide

  • Introduction (10 mins)
    Overview of generational wealth and financial empowerment.
  • Investing Basics (20 mins)
    How to start investing and open a brokerage account.
  • Estate Planning Essentials (20 mins)
    Creating wills, trusts, and protecting assets.
  • Financial Education & Directing Your Money (20 mins)
    Smart money habits and saving strategies.
  • Q&A and Action Steps (20 mins)
    Answering questions and helping attendees take action.
  • Investing Simulation
    Demonstrate stock market growth with real-world examples.
  • Wealth-Building Challenges
    Encourage participants to set financial goals and track progress.
  • Breakout Discussions
    Share personal financial journeys and encourage peer learning.

3. Engaging the Community

  • Share toolkit materials with branded social media graphics and hashtags.
  • Encourage community members to post success stories using #WealthForAll.

  • Host live Q&A sessions on Instagram, Facebook, and LinkedIn.

  • Send out pre-written email templates to introduce the toolkit.
  • Include toolkit links in monthly newsletters.

  • Offer an option for one-on-one financial coaching sessions.

  • Incorporate financial education into after-school programs.
  • Offer the toolkit as a faith-based financial empowerment resource.

  • Host Financial Empowerment Sundays or special workshops at places of worship. 

4. Measuring Impact & Success

  • Number of workshops held and total attendees.
  • Number of families who open brokerage accounts.
  • Social media engagement (shares, comments, and toolkit downloads).

  • Community feedback surveys on financial confidence and learning outcomes.

  • Collect participant stories on financial growth and first investments.
  • Feature community leaders and ambassadors who successfully implement the toolkit.

  • Share impact reports with sponsors, funders, and key stakeholders.

5. Next Steps for Organizations

Host a customized financial education training led by Financial Joy School experts.

  • Host a customized financial education training led by Financial Joy School experts.
  • Equip community leaders with facilitation skills to run ongoing workshops.

  • Offer a train-the-trainer program to scale impact across multiple groups

For additional support, contact Financial Joy School at Info@FinancialJoySchool.com or visit www.financialjoyschool.com

Together, we can empower 1,000,000 families to build
generational wealth!

This toolkit is provided exclusively for personal and community education purposes. Commercial use, reproduction, or modification of this content without written permission is strictly prohibited. If you would like to license this material for your organization, please contact Info@FinancialJoySchool.com.

Close Menu