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Start Talking and Keep Learning: A Financial Literacy Program

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..

Program consists of Three Sessions:

Saturday, July 10, 2021

Saturday, July 17, 2021

Saturday, July 24, 2021

10:00 am-11:00 am 


Note: This course is tailored to the specific financial needs of successful professionals.