Is the workshop really free?

Yes. There's no cost to attend, and registering doesn't commit you to anything.

Anyone who wants a clearer picture of everyday money decisions, whether you're early in your career, raising a family or thinking about retirement. No finance background is needed.

Will I be asked to buy anything?

No. The workshop is educational. If you'd like a one-on-one conversation afterward, you can request one, but that's entirely your choice.

Just your questions. A phone or calculator and a pen help if you'd like to try the worksheet, which you can also print from the free tools page.

How is my information used?

We use your details to manage your registration and send session information. Calls, texts and other marketing messages only go to people who tick the optional consent box. See our Privacy Policy at neopenn.com/privacy-policy.

Is it online or in person?

Sessions may be online or in person. Each date listed on this page shows its format and location, and online joining details are sent by email.

Free · Educational · No obligation

Financial Literacy for Real Life

Understand the financial concepts behind the decisions you make every day.

We are taught how to earn money, but many of us were never taught how money actually works. Join this practical educational workshop to better understand saving, compounding, financial protection, taxes, retirement, long term care, and building a financial strategy for different stages of life.

Learn the concepts. Ask better questions. Make more informed financial decisions.

Reserve your free spot Take the 1-minute check Free tools

A complimentary financial education workshop presented by NeoPenn Life Strategies LLC

A quick self-check · nothing is saved

How financially confident do you feel?

Answer honestly for each question. You'll see which parts of the workshop and which free tools fit your answers.

Upcoming sessions

When and where

What we will explore

Four parts, one practical session

Part 1Money FoundationsIncome · Spending · Savings · Debt

Part 2Protecting Your FinancesEmergency funds · Insurance · Income protection · Risk

Part 3Growing Your MoneyCompounding · Inflation · Investment concepts · Time

Part 4Planning for the FutureRetirement · Long term care · Estate and legacy planning concepts

General education only, not advice. Full disclosure

Build your financial confidence

Join the free workshop

It takes about a minute. We'll email your confirmation and the session details.

Confirmation and reminders by email
Bringing someone? Ask them to register too, so we save a seat
Calls and texts only if you tick the optional box

What you submit is sent to NeoPenn Life Strategies LLC to manage your registration. See our Privacy Policy.

Form not showing? Open the registration form ↗ or email [email protected].

To register, email [email protected] with your name and the session you'd like.

Free, no sign-up

Tools that go with the workshop

7 calculatorsRun your own numbersLife insurance needs, emergency fund, debt payoff, Rule of 72 and more.Open the calculators One pagePrintable worksheetFill it in on screen or print it. Your entries stay in your browser.Open the worksheet 6 short chaptersMoney Basics for Real LifeThe workshop handbook, about five minutes a chapter.Read the handbook

Good to know

Questions before you register

Your workshop organizer

Sreeram Penna

Financial Services Professional · Principal Partner, NeoPenn Life Strategies LLC

As a Principal Partner at NeoPenn Life Strategies LLC, Sreeram helps individuals, families and professionals build greater financial clarity, protection and long-term confidence. Drawing on his training in medicine, he brings a structured, analytical and human-centered perspective to financial services, with an emphasis on education and transparency so people can understand their options and make informed decisions.

For current licensing details, please visit srepen.com/bio.

Reviewed for accuracy November 2026.

Attended a workshop?

We'd love to hear what helped. Your words are shared only if you give permission.

Share your story

Educational Disclosure: This workshop is provided for general educational purposes only and is not intended to provide individualized investment, legal, tax, or accounting advice. NeoPenn Life Strategies LLC provides insurance and related financial education services. Insurance products and availability vary by state, carrier, eligibility, and individual circumstances. No insurance product is recommended or offered without an appropriate needs assessment. Consult qualified legal, tax, or investment professionals regarding your individual circumstances.