Financial Literacy

Financial Literacy Program

Take Control Of Your Financial Future

WELCOME TO THE SHORE FINANCIAL LITERACY PROGRAM

Free Financial Educational Programs

If you’re ready to take charge of your personal finances, then you’re in the right place. YOU WILL gain the knowledge and confidence to make a lifetime of smart financial decisions.

STUDENTS – Financial Literacy ESSENTIALS

PROFESSIONALS – How to Easily Understand, Manage Retirement Accounts & Save on Taxes.

SCHEDULE A FREE WORKSHOP AT YOUR EVENT
 

Our financial systems are designed to confuse consumers and undermine their confidence. Banks want you to pay higher fees. Lenders want you to lock into disadvantageous loans. Credit card providers want you to rack up debt. At the same time, media and advertising bombard us with messages to buy items like designer handbags or the latest smartphone. These things distract us even further from the goal of financial security. It explains why so many of us slide into debt or make ill-advised impulse purchases. But here’s the good news.

Shore Financial Planning is passionate about changing the ‘status quo’. Helping students, professionals and their families avoid the pitfalls associated with financing higher education, investing in retirement accounts and empowering them to make optimal financial choices is our mission. Strategies to deal with ‘real life money matters’ NOT the one size fits all financial product sales mentality that the Wall Street & Insurance Industries have forced upon our society!

Taking control of your finances means being able to pursue your passions, hone your confidence, and broaden your career options. Financial confidence is the secret ingredient that empowers you to take control of your money and start making smart financial decisions.

Imagine having the financial flexibility of taking time off work to travel, or to pursue a passion project!

By investing in your own financial literacy, you are making the best investment yet.

 

The subject matter that will be covered is listed below. I will customize and focus on relevant subject matter depending upon the audience. All presentations will be via a PowerPoint presentation, and will submit the agreed upon/custom presentation in advance for approval of subject matter.

  • Time Value Of Money
  • Debt & Borrowing
  • Cash Flow Management (budgeting)
  • Investments
  • Taxes
  • Real Estate
  • Behavioral Finance (Your Emotional Relationship With Money)

SCHEDULE A FREE WORKSHOP AT YOUR EVENT