Power Points

Business For The Future

Pension & Wealth Administration Advisors Launches Monetary Literacy Program Designed for Traders of All Ages

Pension & Wealth Administration Advisors Launches Monetary Literacy Program Designed for Traders of All Ages
Pension & Wealth Administration Advisors Launches Monetary Literacy Program Designed for Traders of All Ages
I am proud to have been in a position to work on a undertaking that enables our group to share our experience in order that individuals in this system could make higher day by day monetary selections”

— Owen Kevorkian

WALTHAM, MA, USA, September 14, 2022 /EINPresswire.com/ — Pension & Wealth Administration Advisors (PWMA) is happy to announce the launch of Pension & Wealth College. The monetary literacy program was created in response to shopper requests to assist educate their kids, grandchildren, and staff on the fundamentals of finance and investing.

George P. Webb, CEO and Managing Companion, stated, “it has been turn into troublesome for buyers of all ages to search out high quality instructional applications to assist navigate the more and more complicated world of non-public finance. So, we designed our program to cowl a broad vary of matters in a reside format that’s enjoyable and approachable”.

The aim of this system is to not have the individuals turn into consultants themselves, however to familiarize them with key ideas, have a number of tricks to hold them heading in the right direction when making selections, and even information them on how to decide on an advisor once they do want help.

The undertaking was led by Owen Kevorkian, who has been an intern with the agency for the final three summers. Kevorkian stated that he was “proud to have been in a position to work on a undertaking that enables our group to share our experience in order that individuals in this system could make higher day by day monetary selections.” Kevorkian just lately received the Massachusetts DECA State Championship in Private Monetary Literacy due partially to his work on the undertaking and is attending the Wharton College on the College of Pennsylvania.

Webb added, “our agency is happy to have the ability to present this program for our shoppers as a part of our relationship. Monetary literacy is a trigger we really feel deeply about, and it is part of our tradition as a agency to assist empower others with this foundational data.”

The agency can also be volunteering its time to conduct classes with non-profit organizations and colleges within the Larger Boston space which have recognized a necessity to reinforce monetary literacy inside their communities. If you are interested in studying extra about this system for your loved ones or group, go to their web site at pensionwealth.com.

About Pension & Wealth Administration Companies:

Pension & Wealth Administration Advisors is a Registered Funding Advisor with the U.S. Securities and Trade Fee. PWMA offers advisory experience in Wealth Administration, Asset Administration, and Institutional Advisory companies to assist shoppers optimize their funding alternatives.

Hannah Fortier
Pension & Wealth Administration Advisors Inc.
+1 (781) 398-0077
[email protected]
Go to us on social media:
LinkedIn
Twitter
Fb
Different