10 financial literacy programs created by advisers
Teach a class
I have been teaching retirement classes at local libraries for over 20 years. It is presented in three classes that starts with basic information and quickly accelerates to deeper topics. Irrespective of the level of education the attendees have in their own fields, there is a baseline that is common to all and I initially teach to that level ... it surprises me when most don't really know the difference between equities and fixed income, what a mutual fund is, ETF, the taxation of IRAs, market history, etc. I get quite a few people thanking me for the information, letting me know it helped them a great deal.
James C. Sexton
Principal
Western Reserve Capital Management