WID Financial hosts workshops, community events, business overviews, and financial education experiences designed to help families understand protection, wealth-building, retirement income, and ownership.
Our events are designed for families, churches, community groups, entrepreneurs, and future agents who want practical education in a clear and empowering environment.
Learn how money works, how life insurance can protect your family, and how to think about retirement, taxes, and legacy.
View WorkshopsWe partner with churches, nonprofits, and community organizations to bring financial literacy to families who need it most.
Request a WorkshopLearn how to become licensed, build a book of business, and join a movement of financial educators and legacy-minded leaders.
Join the MovementAdd your upcoming workshops, overviews, and community events below. You can update the dates, location, and registration links directly inside this code.
A practical workshop helping families understand money, stewardship, protection, retirement planning, and legacy through clear financial education.
Register / BookLearn how financial education, life insurance, leadership, and business ownership can create a path for income, impact, and long-term growth.
Save Your SeatBring WID Financial to your church, organization, workplace, women’s group, or community event for a custom financial education session.
Request WorkshopOur workshops are built to make financial concepts easier to understand, so families can take action with more clarity and confidence.
Understand term, permanent coverage, living benefits, and how protection fits into a family plan.
Learn how certain policies may provide access to benefits during qualifying serious health events.
Explore strategies for creating income in retirement and protecting money from unnecessary risk.
Learn how cash value life insurance may be used as part of a long-term financial strategy.
Learn the difference between taxable, tax-deferred, and tax-advantaged financial strategies.
Understand how to protect income, transfer wealth, and build a foundation for the next generation.
Learn how entrepreneurship and financial services can create income, leadership, and impact.
Explore licensing, mentorship, team building, and the opportunity to own your book of business.
Too many families are working hard without a clear strategy. Our events are designed to help you understand the financial tools and concepts that can support protection, ownership, and legacy.
Rachel Santiago is a business coach, financial strategist, and founder of WID Financial.
Rachel is passionate about helping families understand money, protection, retirement, and wealth-building in a way that feels clear, practical, and empowering.
Through WID Financial workshops, Rachel and the WID team bring financial education into communities, churches, businesses, and local events so families can make informed decisions and build stronger futures.
WID Financial offers financial education workshops for churches, nonprofits, schools, small businesses, women’s groups, community organizations, and local events.
Use this section to connect your GoHighLevel form, calendar, or booking link. You can replace the placeholder below with your actual form embed.
Whether you are attending a workshop, requesting a community event, or exploring the opportunity to become an agent, WID Financial is here to help you move with clarity and purpose.