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A Financial Literacy Program: Start Talking and Keep Learning

In our view, we don’t talk enough about money. We worry that conversations about money will hinder our children’s ambitions, will lead to fights with our spouses, will alienate our friends, will be misinterpreted by our parents. However, not talking about money or articulating the best practices for securing the financial health of a household can lead to suboptimal outcomes.

The financial literacy program is designed to help advance the wealth conversations in which we believe families need to been engaging. This program is designed to make talking about money easier. The goal is to help families better understand how to accumulate, protect, and distribute wealth while building and maintaining a family legacy that will endure across multiple generations.

In straightforward, easy to-understand terms, the program addresses money issues people will need to consider at every major stage of their lives..


Saturday, October 30, 2021 -Taxes Planning and Retirement

Saturday, November 6, 2021- Surviving Market Swings: Investment Strategies for Uncertain Markets

Saturday, November 13, 2021- How Health Can Affect Your Wealth in Retirement

Saturday, November 20, 2021 - Have You Created an Estate Plan for Your Family?

Saturday, December 4, 2021 - Are You Thinking About Converting to a Roth IRA?

All Sessions are 1 hour, beginning at 10:00 a.m.