Let Simplified Financial Concepts Help Boost Your Member Engagement
Serve, Educate and Inspire with Financial Workshops That Benefit Your Community
Our financial literacy classes for adults amplify the incentive to join your organization. Armed with the tools to absorb financial shock, members will feel greater control over their futures and trust they’re on the path to financial freedom. Each session is packed with information, making it easy for your community to take control of their futures, no matter what stage of life they’re currently in.
Financial Literacy Education for Everyone
Choose from our list of popular workshops, or customize your own to ensure your members get exactly what they need to build financial confidence and certainty. With open access to follow-up consultations, individuals can get personalized advice should they want it. Schedule a call today to learn how we can support your membership and inspire an environment where everybody thrives.
“I wholeheartedly recommend you consider Brad when you are looking for an expert on financial investment advising. ”
“Brad is extremely knowledgeable and knows how to customize his presentation to suit the needs of his audience. He’s simply a great speaker and is a pleasure to work with. Your attendees will enjoy learning from him.”
Michele DeCosta, Sr Global Benefits Project Analyst,
Delinea
Empower Your Community, Strengthen Your Membership
Offering financial literacy classes for adults goes beyond enhancing your members’ monetary well-being—it promotes goodwill for the benefit of all. By reducing financial stress, you’ll drive community loyalty and be seen as an organization that provides real value to its members. When you invest in your community’s financial health, everybody wins.
“Having a knowledgeable mentor who can clarify questions and give authentic advice is priceless.”
“Having grown up in a single-parent household with a mother who struggled to make ends meet raising three boys while completing her bachelor’s and starting her professional career, my “money story” was not one of saving or having any semblance of delayed gratification. As a result of my story, I have never developed a good relationship with money. Learning how to manage money responsibly isn’t something that’s automatically engrained overnight once someone turns 18, as many already know. There’s also a stigma to feeling intimidated by finances, a feeling of incompetence that makes the discussion a sensitive topic with feelings of embarrassment. Having a knowledgeable mentor who can clarify questions and give authentic advice is priceless. That is why Bradley has been so integral in helping me to mature as a financially competent adult. ”
From an ARUP employee
Educated teams at*
