Ways To Learn
Financial Literacy For All
Youth Financial Literacy
Schools, Non-Profits, and Camps
We give young people "Jobs", "Salaries", and "Families". Then we send them around to several stations. The "Bank", "Car Lot", "Real Estate Agent", "Utilities", "College", and "Leisure". They have to establish their life and budget.
Lastly, they are given a consultation where they experiment with "Stocks", "Starting a Business", "Planning for Retirement", "Insurance" and "Compound Interest".
Contact us today to plan a workshop for your youth.
Group Training
Organizations, Companies, and Agencies
Expert Training and coaching to support your team's financial needs.- Group Investment Strategies
- Employer Benefits
- Fiduciary Assessments
- Financial Planning
- Investment Advisory
- Financial Analysis and Due Diligence
- Investment Policy Development and/or Review
- Contact us today to plan a workshop for your team.
- Customized Services
Contact us today to plan a workshop for your team.
Faith-based Finance Training
Spiritual Organizations, Charitable Organizations
Financial Assessments, Member Financial Literacy Training, Future Planning, Portfolio Management, Faith-based Rates.Contact us today to plan a workshop for your members.