WEBINAR: Strengthening Client Bonds: The Role of Multi-Generational Financial Literacy

February 12, 2024

Learn more about how financial planners can foster enduring relationships with clients through the lens of multi-generational financial literacy in this Inspiring Insights webinar with special guest Sam X Renick, an award-winning financial educator and children’s author. This session is designed for financial advisors eager to leave a lasting mark on their clients and extend their influence across community lines.

April is Financial Literacy Month and we’re setting the stage to discuss the pivotal role of financial literacy for all ages and how advisors can pass this wisdom on to their clients and their families, nurturing financial acumen from the roots up.

Watch the replay to see how you can be at the forefront of shaping financially enlightened families and reinforcing your firm’s commitment to long-term client success.

Watch the replay here.

About Sam X Renick

Sam X Renick is an internationally recognized leader and pioneer in financial literacy. He is a source of knowledge, fun, and inspiration when it comes to instilling great money habits in both children and adults.

In 2001, Renick founded the “It’s a Habit!” Company and co-created children’s storybook character Sammy Rabbit to make it easy for anyone to talk to and teach young children about great money habits!

Since then, Renick has produced one of the largest libraries in the world of financial literacy resources. It includes stories and songs like Sammy’s Big Dream, Get in the Habit, S.A.V.E. Rainy Day, Lemonade Stand, Anyone Can Be Rich, Show My Family the Way, and more.

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