We regularly host a multitude of financial literacy workshops in the community to educate and spread awareness on the importance of personal financial planning.
What are the benefits?
- Offers an opportunity for education on financial issues and encourages taking control over personal and household finances.
- Addresses topics relative to all age groups and economic levels and offers strategies to help establish and build financial security.
- Provides a safe open forum environment to have a discussion and ask questions in a safe environment.
Who are the common audiences?
- Corporations
- Executives
- Medical professionals
- Starting/early-career professionals
- Professional groups
- Not-for-profits and associations
- College and graduate students
What topics are most requested?
- Budgeting
- Retirement planning
- Group benefits
- Protecting your loved ones
- Managing debt
- Risk management
- College funding strategies