Financial Literacy

Jan 09, 2018 | Dan Rudisuela


"Education is not the filling of a pail, but the lighting of a fire." - W.B. Yeats

We are rolling out a new Financial Literacy Program! The program will cover four main focus areas — Earnings & Savings, Wealth Planning Basics, Investing and Advanced Planning.

Financial education is already a big part of what we do in our existing relationships so I am excited to now have a platform to share this knowledge more broadly in the community and with the next generation.

If you are a group interested in financial literacy education please reach out to me, in addition, I will be posting updates on where sessions will be offered on our events page as dates and locations are confirmed.