Our two personal finance presentations provide an insight into personal finance, whether it be our introductory personal finance session or a more in-depth session that focuses on achieving lifelong financial security.
Our introductory personal finance session is based off our book, Adulting 101: A Guide to Personal Finance, which outlines 14 basic topics regarding financial literacy starting with budgeting all the way to reading a financial statement.
Our second personal finance presentation is tailored towards working adults and is based off our book, 5 Buckets, 4 Shovels, a Beach and a Map. This book elaborates on how to achieve financial security through life insurance, estate planning and retirement.
Whether you’re learning introductory topics such as budgeting all the way to retirement, our personal finance presentations will create a strong foundation for your financial literacy education.