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

Join us for a dynamic webinar in February where we delve into how financial planners can foster enduring relationships with clients through the lens of multi-generational financial literacy. 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.

As Financial Literacy Month approaches this April, 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. 

Learning Objectives:

Building Lifelong Client Relationships through Financial Education:

Discover the profound impact of nurturing financial literacy from childhood and its ripple effect on familial and client relationships. Grasp the opportunity to become a trusted advisor to families by providing them with the tools to educate their youngest members.

Advising Across Generations:

Absorb proven strategies for integrating multi-generational financial literacy into your practice. Find out how this not only reinforces client trust but also solidifies your role as a community pillar. Learn to track and communicate the success of these initiatives, showcasing your commitment to the financial well-being of every generation.

Using the Art of Financial Storytelling:

Master the art of storytelling to make financial principles accessible and compelling for audiences of all ages. See how stories can bridge the gap between abstract financial concepts and real-world applications for children and adults alike.

 Cultivating Collaborative Efforts for Greater Reach:

Uncover the potential of partnerships with educational institutions and community organizations in extending the reach of financial literacy. These alliances can deepen your firm’s community ties and enhance your brand’s community image.

 

Seize this chance to be at the forefront of shaping financially enlightened families and reinforcing your firm’s commitment to long-term client success.

 

$0 Equita Members; $39 Non-members
CFP® CE pending approval.

Register 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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We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.