A Path Forward

Abstract

Financial literacy must be more than a letter grade. To meaningfully impact lives, an action step must follow! Join us for an interactive investment education and financial planning workshop.

The combination of student loan debt, quickly changing retirement plan type and investment accessibility raises the bar on this conversation from important – to imperative. All attendees will have the opportunity to build and leave with a working "personal" financial plan. Through this motivating presentation you will learn how higher education institutions are partnering with students to provide meaningful information and resources.

The consequences of our students' early financial decisions can be far-reaching, perhaps permanent. But not all decisions have negative consequences. Age is an opportunity powerful enough to transform the lives of a generation. Let’s talk about how.