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Teens and Money: Setting the Stage for Financial Success
Chances are your kids first learned about saving by adding change to a piggy bank. As they grew, they traded in those piggies for a savings account. Now it’s time to look ahead. Learning how to become financially independent adults is vital for their future success. As parents, our goal is to provide our children with the tools they need to go out into the world and thrive. This interactive workshop will lay a foundation that will last a lifetime. During this fun and educational event geared toward teens ages 13-18 we will cover:
• Budget creation and management
• Setting financial goals
• Saving and spending
• Investments
• Bank account management
• Credit and debt
• Costs of living
• Identity and asset protection
Inklings Coffee & Tea
Thursday, July 25, 2024
3-4:30 PM
530 Main Street
Pleasanton, CA 94566
Seating is limited. One parent per teen family, please. Email [email protected] to reserve your spots today!
Securities offered through Raymond James Financial Services, Inc., member FINRA /SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Summit Financial Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is not affiliated with Inklings Coffee & Tea. TR# 531794
2000 Crow Canyon Place, Suite 450, San Ramon, CA 94583 | 925-866-7800 | summitadvisors.com
Event Links
Website: https://go.evvnt.com/2510549-0
