Here at The Wealth Engineer®, we understand that financial success and security are about more than just numbers; it’s about fundamentally transforming how you approach and manage money.

That's why we've developed The Wealth Engineer® Personal Planning Workshop Series - a sequence of educational workshops designed to empower you with the knowledge and tools needed for a prosperous future.

Transform the Way You Think About Money

Are You an Employer/Organization Interested in Offering the PERSONAL PLANNING Workshop Series to Your Employees?
We Make It Easy for You and Your Employees

At The Wealth Engineer®, we handle everything from start to finish—ensuring that integrating our seminars into your benefits package is as straightforward as signing a contract.

Here’s how we streamline the process for you:

  • Tailored Seminar Content: Custom-fit sessions to your industry and employee needs.
  • Hassle-Free Setup: We manage all logistics, from scheduling to materials.
  • Seamless Enrollment: Easy online sign-ups with full support.
  • Expert-Led Sessions: Engaging and informative seminars by industry professionals.
  • Continuous Support: Ongoing resources and follow-ups for enduring impact.
  • Detailed Impact Reports: Comprehensive feedback to track success and ROI.

With The Wealth Engineer, you sign up, and we take care of the rest, ensuring a beneficial experience for your organization and your employees.

How Will This Workshop Benefit Our Employees?

Financial literacy workshops can reduce financial stress among employees, leading to improved mental health and productivity.

The Wealth Engineer® PERSONAL PLANNING Workshop Series offers comprehensive financial education, covering personal spending, insurance, investments, and retirement planning. It's designed to empower employees with the knowledge and tools for informed financial decision-making, focusing on effective financial planning, risk management, and securing long-term financial stability.

The Workshop Series aims to equip participants with knowledge and tools for informed decision- making, emphasizing the importance of early planning, financial preparedness, and strategic asset preservation for future security and legacy planning.

The Wealth Engineer® Personal Planning Workshop SeriesThe Wealth Engineer® Personal Planning Workshop Series is designed to provide knowledge and tools for informed decision-making - emphasizing the importance of early planning, financial preparedness, and strategic asset preservation for future security and legacy planning. 

We provide more than just a plan; we equip you with the education and tools needed to make informed decisions about your financial future. The program is designed to enhance your understanding of financial matters and services, empowering you to navigate the complexities of wealth management.

Why Choose Our Workshop Series?

Our hands-on approach ensures that education seamlessly transitions into practical application, providing a path to financial independence and security:

  • Tailored Content: Each seminar is meticulously crafted to address the distinct financial planning stages, ensuring relevance and impact for every participant.

  • Expert Guidance: Our seminars are led by industry veterans who bring decades of financial planning experience, ready to share their knowledge and insights.

  • Actionable Tools: We go beyond theory, providing practical tools and resources that employees can use immediately to start shaping their financial future.

  • Lasting Impact: The benefits of financial education reverberate through every aspect of personal and professional life, promoting overall well-being and peace of mind.

  • Corporate Advantage: Empowered employees bring financial acumen back into your organization, fostering a culture of prudence and strategic thinking that can enhance corporate fiscal planning and decision-making.

We are devoted not only to delivering outstanding educational content but also to ensuring that each participant can translate this knowledge into effective financial strategies.

The Wealth Engineer® Personal Planning Workshop Series is more than a seminar—it's a partnership in financial growth and confidence-building.

Our seminars are a transformative experience that guides employees through personal spending, insurance, investments, and retirement planning


Personal Spending

Workshop #1 lays the foundation, focusing on your personal spending, helping you to craft a budget that aligns with your financial goals, and teaching you how to improve your credit score. We dive deep into how your personal operating profile influences every financial decision you make.



In Workshop #2, we will decode insurance, explaining the various types available and how they can protect you and your family from unexpected events. We equip you with the knowledge to make informed choices about the coverage you need.



Whether you're a seasoned investor or new to the game, we cover essential strategies for portfolio diversification, risk management, and achieving long-term growth. You’ll learn how to navigate the market with confidence in Workshop #3.


Retirement & Estate Planning

Workshop #4 addresses retirement and estate planning. We guide you through setting realistic financial goals for your golden years, optimizing your assets, and ensuring your legacy is preserved according to your wishes.

What You'll Gain

Choosing The Wealth Engineer® means embarking on a journey toward financial clarity and security. Our clients gain peace of mind knowing their financial strategy is built on solid, strategic foundations. With our guidance, you'll navigate the complexities of financial planning with ease, ensuring your financial goals are not just met but exceeded. Our commitment to delivering value and advancing humanity means we're dedicated to your success, every step of the way.

Embark On Your Financial Journey with Us 

Your financial goals are within reach with The Wealth Engineer® at your side. Whether you're an individual seeking to secure your financial future or a business looking to enhance your financial strategies and employee benefits, our team is equipped with the expertise and tools to assist you. Contact us today to discover how our tailored financial services can help achieve your goals.

Contact The Wealth Engineer

ABG Financial Services, Inc.
3043 Riverstone Trail
Suite #100
Atlanta, GA 30339

Phone: 888-463-0440 ext: 101
Fax: 1-866-545-2261