Who We Work With

With an emphasis on helping retirees and pre-retirees prepare for and navigate retirement with confidence, our specialists strive to ensure our workshops serve your community by providing relevant and informative financial knowledge. We regularly partner with:

  • Individuals
  • Companies
  • Government Agencies
  • Senior Centers
  • Organizations, such as local Service Clubs and Non-Profits
  • Public Libraries
  • Places of Worship
Senior couple smiling together

The financial literacy gap in America is widening

Financial literacy rates in the US average around 50%.1

49%

of workers report that debt hinders their ability to save for retirement

Source: (MarketWatch)
1 in 3

Americans lack the savings to cover a $400 emergency

Source: (The Fed)
39%

of US adults have tried planning for retirement.

Source: (FINRA)

We’re built for impact, not profit.

As financial decisions become more complex, access to clear, trustworthy education has never been more important. The right knowledge at the right time can change the trajectory of your future.

Everything we do is rooted in our mission to make meaningful financial education accessible to every community we serve.

Our ERISA (DOL) 404(c) compliant workshops are provided completely free of charge to remove the barriers around financial knowledge and help build a stronger future.

How to Get Started

People attending workshop
Step 1

Register for a Workshop

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Step 2

Your Seat is Reserved

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Step 3

Attend the Financial Workshop

The seminar may be conducted at a restaurant, hotel, or public library and is completely free of charge.

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Step 4

Make Informed Financial Decisions

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Ready to get started?

See Our Upcoming Events

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Understanding 401K Rollovers

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Read more
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Sustainable Income in Retirement

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Read more
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ROTH IRA – America’s Next New Tax Break

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Read more
See All Events

Have Questions?

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Disclosures

1 Based on a study from 2024 (Meineke, Michelle. “Can You Answer These 3 Questions about Your Finances? The Majority of US Adults Cannot.” World Economic Forum, 24 Apr. 2024, www.weforum.org/stories/2024/04/financial-literacy-money-education/.)