FINANCIAL & ESTATE LITERACY

We are a not-for-profit community resource, filled with financial and estate planning education that, at all times, will focus on what is in your best interest. We encourage tax-wise charitable giving that reflects your core values and is integrated into your overall financial and estate plans... We are committed to working with ethical and honest individuals who share our mission. As new locations become available, we will continue to improve upon our structure to facilitate future growth. Our goal is to offer educational workshops in all communities across the country. With the help of professional advisors, charities and community members working together, we can generate the confidence and competence necessary to manage finances and demonstrate charitable values... To prevent financial abuse by educating seniors to take control of their financial, estate, and charitable giving decisions.