Financial Learning, Built for Real Life

Wealth Education Designed to Shape Futures

Empower your family with the clarity, skills, and discipline to make confident financial decisions.
Our curriculum blends real-world experience, age-appropriate learning, and practical tools that prepare students—and entire households—for a lifetime of financial independence.

400+

Interactive Online Courses

1000+

Families Educated Nationwide

Trusted by Families, Schools & Community Organizations

// ABOUT US

A Modern, Independent Financial Learning Platform

1000+

Generational Wealth Education is built on more than 25 years of firsthand experience working with families from all walks of life, each with their own financial goals and challenges.

We don’t sell products.
We don’t promote investments.
We focus on one thing: teaching practical financial skills that last a lifetime.

More than 1,000 multigenerational families have already developed stronger money habits, clearer financial thinking, and improved communication about financial decisions through our structured, research-backed program.

Read About Us

“This really helped my daughter understand her money better. She used to spend everything right away, and now she actually stops to think before she buys something.”

— Megan R., Damascus, MD

“My son finally figured out where his money goes each week. We’ve had better conversations about money in the past month than we did in years.”

— Jason L., Vienna, VA

“I’m a college freshman and didn’t know anything about budgeting or credit cards. The lessons were super easy to follow, and now I feel like I actually know what I’m doing.”

— Alyssa M., Doylestown, PA

“I never learned any of this growing up, so I’m glad my kids are getting it now. The way everything is explained just makes sense.”

— Daniel P., Flemington, NJ

“We used to kind of avoid talking about money. Now it’s not a big, stressful topic, and my kids are more open about what they’re spending.”

— Rebecca T., Ridgefield, CT

“My teenager actually made a little plan for something he wants to buy instead of asking me for the money. That’s a first.”

Harold G., North Kingstown, RI

“I like that the program isn’t trying to sell anything. It just teaches the basics in a way my daughter actually pays attention to.”

— Sofia K., Tarrytown, NY

“My son is heading to college soon, and this helped him understand how to handle a budget. Honestly, it helped me too.”

— Anthony D., Cheshire, CT

“We’re all learning from this—kids, parents, everyone. It’s helped our family get on the same page about money for the first time.”

— Karen S., Wallingford, CT

“My middle schooler started saving for something he really wants instead of begging us to buy it. That alone made this worth it.”

— Linda F., Norwood, MA

// Our Core Concepts

The Pillars of Long-Term Financial Confidence

Budgeting

Learn to track spending, plan ahead, and build saving habits that support long-term goals.

Investing

Understand risk, reward, and diversified portfolios—so money becomes a tool, not a source of stress.

Career Planning

Explore income, benefits, and career pathways that shape financial outcomes over time.

Credit & Borrowing

Learn how credit works, how to build it safely, and how to avoid common debt traps.

Estate Planning & Legacy

Understand ownership, protection, and long-term family planning with age-appropriate clarity.

//Our Programs

Explore Our Most Popular Courses

Select Essentials III: Ready to Apply – Your First Independence Plan

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials III: Ready to Apply – Confidence With Cash Flow

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials III: Ready to Apply – Preparing for Bigger Purchases

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials II: Building Confidence – Your First Financial Toolkit

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials II: Building Confidence – Beginner Investing Warm-Up

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials II: Building Confidence – Saving With Purpose

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials I: Getting Started – Banking & First Dollars Working for You

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended

Essentials I: Getting Started – Smart Spending Basics

  • Corey Peterson
  • 7 Chapters
  • Essentials
  • No ratings
  • Recommended
// By the Numbers

We Guide Families Across the Country

25+

YEAR
EXPERIENCE

1,000+

Families Served

400+

Courses & Micro-Lessons

93%

rate Ongoing Engagement & Retention Rate

// TEAM

Our Top Instructors

Alexandra

Alexandra

Investing Instructor

Anne Sullivan

Anne Sullivan

Estate Planning Instructor

Jack

Jack

Budgeting Instructor

Michael

Michael

Career Planning Instructor

Tim

Tim

Budgeting Instructor

// FAQ's

Frequently Asked Questions

What is Generational Wealth Education?

An independent financial-learning platform offering progressive, real-world financial education for teens, young adults, and families. Our curriculum is grounded in 25+ years of experience working with families from all walks of life, helping them build the confidence to make informed financial decisions.

Who is your curriculum designed for?

Our curriculum is thoughtfully designed for students ages 13 and up, young adults, parents, educators, and entire households. It serves families from all walks of life—each with their own unique goals, challenges, and financial experiences.

Do you provide financial advice or sell financial services?

No. We do not sell any investments, accounts, or advisory services. We teach financial literacy—not financial products.

What makes your program different from school-based financial literacy?

Most classroom programs are brief or theoretical.
GenWealthEd is:
• Progressive: Skills build year after year.
• Practical: Real numbers, real case studies, real tools.
• Family-centered: Encourages shared learning and better conversations.
• Experience-driven: Developed from decades of real financial coaching with families from many different backgrounds.

How is the curriculum delivered?

Through structured online modules with:
• Guided lessons
• Hands-on exercises
• Real-world examples
• Worksheets, budgeting tools, and quizzes
• Family activities and reflection prompts

Do families need prior financial experience?

No prior experience is required. Our program welcomes families with all levels of financial background, meeting each learner exactly where they are.