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Be Financially Prepared for Life Events

Our Programs

Workshops for Every Financial Need

Our Programs

Financial Literacy Curriculum & Presentations - All Ages: Kids, Teens, & Adults

The financial literacy curriculum & presentations are designed to accommodate a variety of schedules and learning outcomes. Organizations have used the curriculum as workshops of various lengths, school programs, weekend seminars, camps, in-class training, college classes, employee education and various other delivery forms.

We deliver compelling, relevant content using examples and vernacular to which participants can easily relate to increase retention rates and makes the process more enjoyable for participants and trainers alike. Hands-on activities and project-based learning get the participants to take action around their personal finances. Participants who undergo our workshops come away with real-world action steps that can ensure their personal financial well-being.

Our Programs can be grouped as under:

  • Money Basics
  • Understanding Savings
  • Understanding Investments
  • Understanding Credit and Loans
  • Be Financially Prepared for Life Events
  • Taxes
  • Intergenerational Wealth Transfer
  • Annuities
  • Asset Allocation
  • Introduction to the Financial Markets
  • Investing Basics
  • Investment Portfolio
  • Investment Products
  • Life Events
  • Mutual Funds
  • Insurance
  • Equity Investing
  • Fixed Income Investing
  • Researching and Managing Investments
  • Savings
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