Education

Educating People About Various Financial Matters

Topics we teach the language of:

Personal Information

- Understanding personal financial assessments, identifying strengths and weaknesses, reviewing spending habits, goal setting, and financial planning. What are your unique behaviors, patterns, environment, and social impacts surrounding money?

Banking

- Understanding the language of banking, how to speak, communicate, and read industry jargon.

Taxes and Accounting

- Understand basic tax and accounting along with the ability to speak to professionals and experts.

Budgeting

- Understanding the thousands of websites, apps, and professionals dedicated to assist with budgeting and smart money management.

Credit, Loans, and Debt

- Developing the vocabulary of the credit card industry, debt management, and obtaining safe and intelligent loans. Understand the fine print, research promotions, recognizing scams along with being able to do your due diligence to prevent financial turmoil.

Real Estate

- How to rent/buy a home and understand the housing industry. This includes navigating through housing websites, speaking to real estate agents, reading contracts, hidden fees, utilities, scams, fraud prevention, safety, and keeping in good standings.

Investing

- Learning the basic and intermediate language of investing.

Retirement

- Securing a future on any income.

Insurance

- So many participants in test groups were victims of insurance scams and losing hard earned money quickly. How and when to buy insurance can save a ton of money.

College and Education

- This section is very important to develop the language of the education industry. This includes applying to the right schools, how to choose an institution, researching scholarships and grants, ROI of your degree, minimizing student loans, and understanding the business of post-secondary education.

Business/ Entrepreneurship

- The language of how to make money.

Professionalism

- How to act and look professional including etiquette, manners and attire to get and keep a job.
Employment, Resumes, and Interviewing - The language of gaining employment. Without this chapter, money management is impossible because there is no money.

Marketing and Sales

- How to drive sales, sell yourself, and bring in the money.

Fraud and Scams

- Financial security and stability equals an increased number of scam and fraud attempts. How to protect money and keep it safe is just as important as how to earn it.

Legal

- Legal documents are a substantial part of financial literacy. How to read, fill out, and secure documents while protecting consumer rights.

Financial and Economic Abuse

- 99% of all types of abuse also include financial abuse. What financial abuse is and how to identify, prevent, and unhinge. SO MANY of our participants said they have had “loved ones” use them for money or those without money become controlled or abused because they needed food, shelter, clothing, medical, etc.

Maintaining

- Making money is important but how do we maintain it?

Special Needs Edition

I worked with University of Miami-CARD (Center for Autism and Related Disabilities), JCC David Posnack, WOW Center and Miami Special Olympics. My team created a realistic and helpful book for parents, caregivers, and teachers on how to promote financial stability and a workbook for special needs youth and adults. This program aims to help teach how to protect money, financially navigate more effectively, be a safer person, and create more earning potential.

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Topics include:

Personal Information

- How to handle and protect passwords, PINs, and accounts as well establish a financial trust circle
(“Money Buddy”).

Budgeting and Spending

- Make and keep a budget, intelligent spending, and financial red flags.

Life Skills

- Tipping, credit cards, debit cards, and daily financial living.

Fraud and Scam Prevention
Dating and Friendship

- Appropriate spending and gifts, “Love,” saying “NO,” financial control and abuse, etc.