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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

Will Awareness

Port Charlotte Library 

2280 Aaron Street

Port Charlotte, FL 33952

March 28th

6:30 pm

Will Awareness

Punta Gorda Library 

401 Shreve Street

Punta Gorda, FL 33950

April 4th

4:30 pm

April 5th

1:30 pm

April 6th

10:30 am

April 8th

6:30 pm

5 Cornerstones of Financial Planning

Ruth's Chris Steak House 

6490 University Pkwy

Sarasota, FL 34240

April 9th and 10th

6:30 pm

Shades of Purple, with the Bag to Match:

Women's Financial Empowerment Panel

Texas A&M Prairie View 

100 University Dr,

Prairie View, TX 77446

April 18th

5:00 pm

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