FOR CHILDREN & TEENS
We start with the following 6 modules:
1. Introduction to Money
2. Money Math
3. Earning
4. Saving
5. Spending
6. Investing
More advanced topics are taught based on participant's age and money knowledge.
FOR TEENS & ADULTS
401K
403 b
457 Savings Plan
529 College Savings Plan
Buying a car
Buying a home or condo
Car loans
Car leases
Credit cards
Credit score
Employment – Salary & Bonuses
Insurance
Investments
Landlord / Tenant issues
Mortgages
Net Worth
Renting a home or apartment
Reverse mortgage
Roth IRA
Short sale
Starting a business
Traditional IRA
Taxes
AND MORE!
We customize private money lessons based on your current level of financial literacy and money topics that interest you.
WE DON'T offer get rich quick schemes.
WE DON'T try to sell you financial products (stocks, bonds, insurance).
WE DON'T sell a service to consolidate your debts.
WE DO TEACH unbiased financial information so you can make better choices for a healthy financial future!
Call us now to get more information 561-333-1220 or 888-920-MONEY
