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Finance & Retirement
Creating a successful financial legacy isn’t just about leaving money to kids and grandkids; it’s also about the financial tools and skills they develop along the way. The key to financial education, researchers are finding, is delivering it “just in time”: in other words, finding teachable moments in the course of growing up, whether it’s an allowance, a holiday windfall, a shared family financial goal, or the purchase of a first car. This class offers age-appropriate tools for teaching kids or grandkids about saving, sharing, and spending money. At the end of the class, attendees will leave with a beginning action plan for equipping their kids and grandkids with financial tools that will serve them throughout their lives.