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This holiday season, help your clients give their kids financial lessons they will never forget.
It never hurts to help parents educate their kids about money and investing. You'll become the family's advisor and the first person Junior calls when money starts to move.
Wharton educators say helping children and teenagers learn the rudiments of finance is one of the most important—and neglected—components of a young person's education. Here's a look at what's going on in financial education for the under-12 set.
In this second piece examining financial literacy among American youngsters, Wharton experts review some pioneering programs that teach teens the value of money and encourage careers in business.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025