Facilitator Hub
From Worried to Wealthy
A Step-by-Step Plan to Escape Debt and Enjoy Life
Everything you need to host, promote, and run a life-changing 10-week debt recovery workshop in your community. Follow the steps. Watch the videos. Download the guide.
This page walks you through everything — from understanding the program to running your final session. Each step includes a short training video and the key details you need. Work through them in order, and you'll be ready to launch with confidence.
Facilitator Reference Guide (PDF)
Print this and keep it on hand throughout the entire 10-week program. Checklists, timelines, scripts, and quick-reference for every session.
The people in your community need this program — even if they'll never ask for help. A significant number are carrying debt they can't manage, living paycheck to paycheck, and silently drowning. By hosting From Worried to Wealthy, you create a safe space where they can show up, be honest, and do the work that changes everything.
Your role: You don't need to be a financial expert. The videos teach the content. You organize, promote, set up the room, recruit table leaders, and shepherd the group through ten weeks.
Ten consecutive weeks. Each session is 90 minutes to 2 hours. Every week follows the same format:
- Video presentation from the instructor (28–55 minutes)
- Table group exercises in printed workbooks with table leaders (45–60 minutes)
- Homework assignment — real actions due before next session
Important: The content is cumulative — each week builds on the last. Participants should attend every session. If someone misses a week, they can watch the video on their own but should complete their workbook exercises before the next session.
Table arrangement is critical. Round tables or clusters — not rows. Groups of 5–8 people with one table leader per table. Participants need space to write in their workbooks.
Video playback — two options:
- Option A: Stream via Wi-Fi — from the Expedition Money website or YouTube. Test the connection before participants arrive.
- Option B: USB flash drive — plug into any TV, laptop, or media player. More reliable. Recommended even if you have good Wi-Fi.
Sound: Built-in TV speakers work for up to 20–30 people. Larger groups need external speakers or the venue's audio system. Always do a sound check.
- TV or projector screen (large enough for back tables to see)
- Laptop, smart TV, or streaming device — or USB flash drive
- Speakers (external for 30+ people)
- Pens at every table (plus extras)
- Calculators or phone calculators
- Name tags (first 2–3 weeks)
- Coffee, water, simple snack (if budget allows)
Arrive 30 minutes early. Test video. Test sound. Arrange tables. Place workbooks. Table leaders arrive 15 minutes early for a quick huddle.
Table leaders are the most important people in the room after the participants. You need one per table (5–8 participants each).
Who to look for: Empathetic, organized, good at facilitating conversation. Financial professionals are great but not required. Teachers, retirees, business owners, community leaders — and especially program graduates who came back to help.
What they do: Facilitate workbook exercises. Help with calculations. Ask good questions. Keep the group on track. Create a safe, confidential space. They do not teach the content — the videos do that.
How to recruit: Existing volunteer base, pulpit announcements, newsletters, staff meetings. Frame it as a meaningful service opportunity: "Help people in our community transform their financial lives." You'll receive pre-made promotional content for volunteer recruitment.
Training required:
- Watch the first 3–4 video sessions
- Flip through the entire workbook
- Attend a 1-hour orientation before Week 1
- 5-minute huddle before each session to preview exercises
Power dynamics matter: Don't place someone at their manager's table (workplace programs) or create authority imbalances (church programs). People need to feel safe to be honest.
Getting people in the door is the hardest part. Nobody wants to raise their hand and say "I need help with money." Your promotion needs to make it safe, compelling, and low-barrier.
Four keys:
- Normalize it. Promote as "financial wellness" — not "for people in trouble." Use "take control," "reduce stress," "build a plan," "financial freedom."
- Lead with outcomes. "A proven system to eliminate debt" beats "a 10-week educational series."
- Use every channel. Bulletin, newsletter, social media, email, posters, word of mouth. Personal invitation is most effective.
- Promote confidentiality. Make it clear: what happens in the workshop stays in the workshop. Workbooks are private.
Pre-made content provided: You'll receive email templates, social media posts, flyer designs, and bulletin blurbs from Expedition Money. Customize with your dates, location, and registration link.
Who should attend: Anyone carrying consumer debt, living paycheck to paycheck, or feeling financially stressed. Individuals, couples, single parents, retirees, hourly workers, salaried professionals. The program addresses all of these situations. No financial knowledge required.
How to discuss it: When someone asks what the program is, try this: "It's a 10-week hands-on workshop where you'll build a real plan to get out of debt — with a group of people doing it alongside you. It's not a lecture. You do real exercises, make real changes every week, and by the end you have a working budget, more income, and a debt attack strategy. Thousands of dollars in impact for a $49 investment."
Registration: Create a simple Google Form — name, email, phone, payment confirmation. Share the link in all promotional materials. That's it.
Recommended fee: $49 for the full 10-week program (covers workbook and all sessions). You can add $10–20 to cover refreshments, facility costs, pens, etc.
Payment methods: Venmo, Zelle, PayPal, Cash App, check, or cash. Keep it flexible — remove barriers.
Scholarships: Consider offering a sliding scale or scholarship spots. Don't let cost prevent someone from getting help they desperately need.
Close registration a few days before Week 1 so you have a final headcount for workbook orders.
This is a cohort program. Everyone starts Week 1 together. Don't allow late joiners — the content is cumulative. Put latecomers on the list for the next cohort.
Every participant needs a printed workbook. This is not optional. It's where all the exercises, calculators, checklists, and call scripts live.
Expedition Money
Workshop Page
Order 3–4 weeks ahead
Recommended for most facilitators
Amazon
Retail
Good for last-minute or extra copies
Order extras. A few for last-minute registrations, one for each table leader, and 1–2 spares. You'll be glad you have them.
Other materials needed: Pens (plenty of extras), calculators, name tags, and video files (streaming access or USB flash drive). That's it. This program is intentionally low-overhead.
Every session follows the same flow:
Tables, video, sound, supplies. Coffee on.
60 seconds: tonight's topic, main exercises, anything to watch for.
"Welcome back, tonight we're covering [topic], let's roll the video."
Watch the room, not the screen. Note reactions.
Table leaders facilitate. You float between tables, answer logistics, watch time.
Recap homework out loud. Thank everyone. Release.
Session-specific notes:
Week 1: Emotionally heavy (Pain Ledger). Have tissues. Warn table leaders.
Week 8: Densest session — split into two halves with table break. Plan to run long.
Week 9: Two-part session (45–55 min). Part A covers building side hustles; Part B covers reverse mortgages for 62+ participants. Some attendees may not relate to both halves — that's fine. Encourage table leaders to make space for those who do.
Week 10: Celebration. Consider nicer snacks or certificates of completion.
The program doesn't end when Week 10 ends. Your role shifts from organizing sessions to supporting accountability.
Thank participants. Remind them of their 30-day plan. Link to the Worry to Wealth community.
In-person, virtual, or email. "How's your 30-day plan? What's your first win? Where are you stuck?"
Coffee and conversation. Celebrate wins. Reignite momentum for anyone who's slipped.
Newsletter content. Share wins (with permission). Promote the next cohort.
Run it again. The best facilitators run 2–3 cohorts per year. Graduates come back as table leaders. That cycle builds a culture of financial wellness in your community.
You're Ready.
What you're about to do — creating a space where people can be honest about their money, giving them real tools, and walking beside them for ten weeks — is a profound gift. Their lives will never be the same. And you made that possible.
Questions? Reach out to us at Expedition Money. We're here to support you.
From Worried to Wealthy is a program of Expedition Money
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