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Our Mission

Our mission is to provide top-notch financial education that empowers students to gain a deep understanding of their finances and make smart financial decisions for their future retirement. Shocking data from the Dodd-Frank Commission showed that many Americans lacked basic financial literacy, highlighting the urgent need for financial education. Our Educational Courses offer students a comprehensive education on financial concepts, terms, and strategies that are essential for making informed financial decisions. We make learning easy with our user-friendly format while covering everything you need to know to prepare for your retirement. Our courses run year-round, so check our Upcoming Events page frequently to stay informed.

Upcoming Events

Optimizing Social Security

Centennial Park Rec Center
1120 Centennial Blvd
Port Charlotte, FL 33953

March 5th and 6th

6:30 pm

5 Cornerstones of Financial Planning

Suncoast Techincal College 

4445 Career Lane

North Port, FL 34289

March 19th and 20th

6:30 pm

Optimizing Social Security

Punta Gorda Library 

401 Shreve Street

Punta Gorda, FL 33950

March 25th and 26th

6:30 pm

Financial Literacy (Private Event)

Texas A&M Prairie View 

100 University Dr,

Prairie View, TX 77446

March 27th

5:00 pm

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