Practices to promote financial literacy
Give presentations at schools
I would like to share that our firm promotes financial literacy by giving presentations to local high schools to educate students and parents on how to prepare their teen to be financially independent and build good money habits. We also created a website to offer tips for each age group, which can be seen at SageVestKids.com. One of our firm's missions is to give back through community education initiatives for young people.
Dan Serra
Senior financial adviser
SageVest Wealth Management