Our Programs
Three paths to financial confidence.
Each program is carefully designed for its audience — meeting learners at their level with age-appropriate concepts that build real-world financial skills.
Building the foundation
Our children's program focuses on creating healthy money habits from an early age. Through interactive, hands-on activities, kids learn the fundamentals of saving, budgeting, and understanding the value of money, skills that will serve them for life.
Saving Basics
Understanding why saving matters, setting simple savings goals, and learning the difference between short-term and long-term saving.
Budgeting with Allowance
Creating a simple budget, tracking spending, and making smart choices about where money goes.
Needs vs. Wants
Learning to distinguish between essential needs and discretionary wants, a foundation for responsible spending.
Goal Setting
Setting financial goals, understanding the steps to reach them, and celebrating progress along the way.
Understanding the financial world
Our teen program bridges the gap between basic financial concepts and the real world of finance. Students get an introduction to stocks, monetary policy, and how the broader economy works, preparing them for financial independence.
Introduction to Stocks
What stocks are, how the stock market works, reading basic stock charts, and understanding risk vs. reward.
Monetary Policy
How the Federal Reserve works, what interest rates mean, inflation basics, and how government policy affects everyday finances.
Credit & Debt
Understanding credit scores, responsible borrowing, the dangers of high-interest debt, and building good credit habits early.
Investing Fundamentals
Compound interest, diversification, basic investment vehicles (stocks, bonds, mutual funds), and the power of starting early.
Mastering the U.S. financial system
Our adult program provides deep dives into the U.S. banking and financial system. Designed especially for those new to the American financial landscape, including immigrants and underserved community members, this program covers everything from banking basics to retirement planning.
The U.S. Banking System
How American banks work, types of accounts, FDIC insurance, understanding bank statements, and choosing the right institution.
401(k) & Retirement Planning
Understanding employer-sponsored plans, contribution strategies, Roth vs. Traditional accounts, and planning for a secure retirement.
Tax Planning
Filing taxes in the U.S., understanding W-2s and 1099s, standard deductions, tax credits, and working with the IRS.
Building Long-Term Wealth
Investment portfolios, real estate basics, insurance needs, estate planning fundamentals, and creating generational wealth.
