PROGRAM #4: FINANCIAL GROWNUP WELLNESS @WORK

Teach your early career employees the basics of their financial life as a grownup. Special focus on money related benefits including how to choose a health insurance plan, manage a 401(k), plan for taxes, maximize lifestyle benefits and more.

PROGRAM #1: LAUNCHING A FINANCIAL GROWNUP WHILE LIVING YOUR OWN GROWNUP LIFE.

Learn the most effective ways to motivate and empower your teens and young adult children to live their best independent adult lives so you can live yours! Give them the confidence and competence to know they can make their own decisions and meet the challenges of grownup life , while maintaining and strengthening the parent-child bond.

*perfect for high school and college parent groups, ERG’s, and corporate programs focused on work/life balance, empty-nesters, retirement-readiness and personal growth.

PROGRAM #2: PROTECTING AND GROWING GENERATIONAL WEALTH WITH YOUR ADULT CHILDREN

Set your family up to meet long term financial goals by making wealth management and investing a family affair. Focus on meeting your kids where they are, educating them on key principles, and leveraging third party wealth management relationships

*perfect for family offices, wealth managers, CFP®’s, and other members of the financial community

PROGRAM #3: THE GIFT OF LEARNING TO GIVE

Generosity is an essential part of being a grownup. Share with your child how to make the most effective use of financial resources from setting up and using Donor Advised Funds, choosing at what levels to support various organizations, how to research a charity, serving on charitable boards, and how to manage donation requests from friends.

*perfect for non-profits, alumni groups and religious organizations