Education

 

Financial Education Resources


Young Stewards Program


Teens work in groups at the Young Stewards Program on September 11, 2011 to complete the Million Dollar Challenge. 



Each team presents their results from the Million Dollar Challenge, and discusses their decisions. 

Click Here to Learn More About The Young Stewards Program  



 
 

Education, in the context of family wealth, suggests that the most effective families will incorporate educational programs in their planning for successful stewardship and transition of family wealth.  Whether focused on the younger generation, family members not well versed in financial issues, or other needs identified in anticipation of significant family transitions, education protects family wealth by increasing the intellectual capital of the family through financial education for family members.

Our Young Stewards Program challenges teens (15-19) to learn the responsibilities associated with spending, saving, investing, entrepreneurship and philanthropy, and to explore how their own goals, values and history influence those choices.  

Our Stewardship Mentors Program is offered for the parents, grandparents and other adult mentors of attending teens.  During the program, our speakers provide mentors with tools for preparing the next generation for independence.

 

Customized programs are available for families interested in private education and are tailored to the unique needs of each family member.  Please give us a call if you would like to learn more about this offering.


 
     

Publications:

  An Introduction to Savings and Investing for the Novice Investor
  Financial Education Newsletter for Parents    White Paper:  How to Launch the Next Generation
 
   
 
   
 

 
  Email us for more tips on how to encourage investment in those unfamiliar with the topic
  Click here to access our financial education newsletter archive
  Click here to access our white paper archive