Free Financial Literacy Class

Families in the Crowsnest Pass are being offered a unique opportunity to gain financial knowledge through an upcoming free financial literacy class hosted by Tami Plaza of World Financial Group (WFG). Designed to make traditionally exclusive financial strategies accessible to everyone, the class aims to address pressing challenges faced by Canadians, including high debt levels and limited savings.

World Financial Group, an independent financial services marketing and educational platform, prides itself on providing unbiased financial advice. Unlike traditional institutions tied to specific products, WFG partners with over 75 major banks, insurance, and investment companies, offering clients a broad range of solutions tailored to their needs.

“We’re big on education,” Plaza explained, “Traditionally, financial strategies have been available only to the wealthy, but we believe everyone is entitled to the same level of education. Whether someone has $4 or $4 million, our goal is to help families live better lives.”

This focus on education resonates deeply with Plaza, who described her personal journey with financial stress and independence. 

“I’ve been on both sides—financially independent and financially burdened. The stress and frustration of financial insecurity are debilitating. This class is about empowering families to take control of their finances and live their best lives,” said Plaza.

The upcoming class will provide essential insights designed to simplify complex financial concepts and offer practical tools. Key topics include:

Assessing how Canadians are faring financially.

Understanding financial concepts and strategies.

Learning practical steps that can make a substantial impact on financial well-being.

“We use real-life examples and easy-to-understand strategies,” Plaza noted. “Some of the content is shocking—real numbers showing how financially troubled many Canadians are—but we want to be part of the solution.”

The first session is set to take place soon, with plans to offer additional classes biweekly. Attendees can register by scanning a QR code to secure their spot, ensuring an easy and accessible process. Plaza hopes the article will help spread the word to as many people in the community as possible.

“This is just the first of many opportunities,” Plaza said, “I’m excited to see how many people are interested in taking control of their financial future.”

The class also aims to tackle specific financial challenges faced by Canadian families. As Plaza highlighted, the traditional single-income household has become a rarity, and even dual-income families often struggle to make ends meet.

“We help families fine-tune their finances, whether it’s paying less in taxes, maximizing their investments, or protecting what they have,” Plaza said, “For those seeking additional income streams, we also offer a mentoring program to help individuals build their businesses in financial services.”

Despite the widespread need for financial education, many families may hesitate, believing it isn’t for them. Plaza challenges that notion with a series of thought-provoking questions:

“What if I could make sure my child can attend any university they want? What if I could pay less in taxes?” Plaza said, “What if I didn’t have to worry about retiring? Would even one of these questions be worth one hour of my time?”

This initiative by World Financial Group not only aims to improve financial literacy but also seeks to foster a stronger, more financially secure community in the Crowsnest Pass.

The upcoming class is designed as the first step in an ongoing journey. WFG offers additional resources, including a six-step process to build, grow, and preserve wealth. The organization also provides entrepreneurial training for those looking to escape the traditional nine-to-five grind.

“We like to say we’re there from cradle to grave,” Plaza explained, “This is just the beginning of a lifelong partnership in helping families achieve their financial goals.”

With its mission of leaving no family behind, World Financial Group hopes this free class will spark a ripple effect of empowerment and positive change throughout the Crowsnest Pass and beyond.