Financial Literacy Program

The Magic Budget Formula - Set the stage for budgeting success

Income and Taxation - Understanding the different types of incomes and how each is taxes

Banking Services - Exploring different account types and features

Understanding Interest - What is interest and how does it work? (And how can you make it work better for you?)

The Ins and Outs of Credit - Understanding how credit works and differentiating between the types of credit that may be available

Types of Accounts - Understand the "alphabet soup" of savings and investment accounts

The Benefits of Proper Planning - Exploring how wealth planning can help you achieve your short-term and long-term savings goals

Wealth Stage Plans - How your stage of life impacts the wealth planning process

Financial Documentation - Getting familiar with some common types of contracts and financial documentation

Asset Classes - How can asset allocation help you balance investment risk and return?

Financial Markets and Investment Vehicles - How do investment funds give you access to financial markets?

Investment Risk and Diversification - What is Investment risk?

Investor Profiles - Understanding your personal tolerance and capacity for investment risk

Building an Investment Portfolio - What is a portfolio and how is it constructed?

Understanding Fees - Why do investment fees matter?

Wills and Estates - Understanding estate planning