With a focus on the needs of multi- generational families, now and into the future, the financial literacy program is designed to provide the resources and tools necessary to build financial independence and confidence. Guided by advisors and their extended teams, the program is comprised of four main areas:
Earnings and savings
Wealth planning basics
Each of these areas of focus contains a set of learning modules, case studies and practical exercises that help to address key topics, questions and aspects of money management. Through this structure, the program maximizes learning by helping individuals apply the lessons and information to real-life situations and scenarios.
Whether you have adult children building their wealth, grandchildren just starting to earn and save or you’re well into your retirement years, financial education is an important part of the journey to create financial peace of mind.