Rising Generation
Financial Education Workshop for the Rising Generation
Zoom:
10/15/2024 @ 6:00 pm – 8:30 pm
10/22/2024 @ 6:00 pm – 8:30 pm
Zoom:
1/11/2025 @ 6:00 pm – 8:30 pm
1/15/2025 @ 6:00 pm – 8:30 pm
In-Person (Walnut Creek):
1/22/2025 @ 9:00 am – 2:00 pm
We are thrilled to introduce our new Rising Generation Education Program. A no-cost workshop designed to empower the financial future of children, relatives, and friends of our clients aged 18-45. This exclusive benefit to our Grodin Financial clientele is our way of giving back and ensuring that your family’s wealth is in capable hands for generations to come.
We will be sending out invitations with date and time options for all who register, we will also send the invitations out once via text.
What can participants expect?
A two-part workshop that will be held both in person and on Zoom with the intention of educating the next generation on:
- Proper Budgeting, Saving, and Debt Management Strategies
- Investment Allocation and Portfolio Selection Strategies
- Navigating Home Purchase and Ownership Expectations
- Understanding and Maximizing Employer Benefits
- Understanding and Selecting Insurance policies: Overview of Auto, Home, Life, Health, Disability etc.
- Working Towards Financial Independence and Retirement Planning
- Long-Term Tax Management Strategies
Why are we hosting this workshop at no cost?
Over the years, we have become an institution of education, and many of you have attended our “Retirement Planning Today” workshops. Time and again, we hear two common responses from clients:
“I wish I had attended a workshop like this when I was younger” and “I wish there were something like this for my children/nieces/nephews/grandchildren.”
In response to your feedback, we have built a class specifically designed for our clients’ children, relatives and friends of the family between ages 18 and 45 years old.
Before we launch this to the public, we are offering this course to the family and friends of our clients at no cost.