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PROGRAMS:

EDUCATIONAL INSTITUTIONS:

Focus k-12, post secondary, trade school , other

Student types: All abilities including special needs and developmentally disabled

Program type:
Workshop / Assembly / 45 min / 90 min / half day / full day / mini series

Program Topic:
Each program uniquely designed to fit the educational facility after a comprehensive needs analysis 

Program Costs:

  • Varies by program
  • May be covered by grant 
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS:  The Game of Life, Career Options by Salary, Understanding Money Management, Life Skills, Healthy Financial Choices, Creating a Budget, Vision Board Experiment , Creating a Savings Account

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COMMUNITY OUTREACH:

Focus: Independent facilities, partnering charities and not for profits, community centers, libraries, community based symposiums, career fairs, guest speakers, events and more.

Community Demographics: All abilities 

Programs type:

Workshop / Assembly / 45 min / 90 min / half day / full day / mini series

Program Costs:

  • Varies by program 
  • May be covered by grant 
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS:  1st time home-buyer, Understanding Student Loans, Improving your credit, Identity Theft, Avoiding Senior Scams, Bankruptcy Alternatives, Home Retention Programs, Understanding your retirement plan


CORPORATE AWARENESS:

Focus: Lunch and learn programs for 10+ employees

Program type:

Workshop / Assembly / 45 min / 90 min / half day / full day / mini series

Program Costs:

  • Varies by program
  • May be covered by grant 
  • May be covered by sponsorship
  • No fee for the consultation and assessment

SAMPLE TOPICS:  Paying off debt, Understanding your 401K, Life with student loans, Saving for Vacation or Summer Camp, Your family on a budget, benefits of good credit, What mortgage options are best for me