10 financial literacy programs created by advisers
Educate children of clients
Our firm supports financial literacy by offering monthly "wealth chats" on basic financial topics but on a more granular level, the biggest impact we can make on financial literacy is by working with the children of our clients to begin a hands on approach to taking the right steps to enhance your future financial health. We work with kids as soon as they have summer jobs and we help them establish Roth IRAs and discuss investments within the Roths and the difference between speculation versus investing.
Personally, I do workshops and it has mostly been for the children of my close circle of friends to begin showing them what is investing, how to open a brokerage account, how to select investments and more importantly providing the coaching around being a long-term investor.
Marianela Collado
CEO
Tobias Financial Advisors