Financial seminar for young adults

We are excited to host an empowering, half-day financial literacy seminar crafted especially for young adults aged 16-22 years-old. Our mission is to equip the rising generation with the tools and knowledge they need to build solid financial habits early. We want them to imagine a future where they can navigate personal finances with ease, make informed decisions and achieve their dreams without financial stress. Our half-day seminar at our San Diego office will cover topics that include:

  • Understanding credit
  • Budgeting basics
  • The power of saving
  • Investments 101 and the psychology of investing