OUR FINANCIAL LITERACY CAMPAIGN

 With financial centers across the US and Canada, we have created an accessible and safe environment for people to become comfortable with the idea of learning more about the subject we often neglect to discuss: personal finance. To provide education with integrity, our workshops are purely focused on concepts and solutions without solicitation of specific companies and products. A major benefit of learning through our campaign is that your audience will be taught by experienced, licensed financial professionals who are proactive in the community and industry.

 Because of how our curriculum is designed and executed, our workshops have earned great distinction from well known organizations. We have been providing ongoing no-cost education since 2020 at local churches, libraries and community centers as well as Fortune 500 companies, governmental bodies such as departments of the IRS and FBI and prestigious academic institutions such as the universities of Harvard and Columbia and many more establishments. Locally, our SoCal team has a recurring schedule of workshops with the Los Angeles Department of Public Health, Community Colleges and local churches, and we aim to extend the education to more communal spaces to make a greater impact.