HOW EP WEALTH HELPS
From First Grade to High School Seniors and Beyond, We Lead Interactive Conversations on the Following Topics:
Setting goals • Budgeting • Credit • Emergency funds
Insurance • Investing • Careers in finance
HIGH SCHOOL STUDENTS
In high school, money habits start to take shape as students get their first jobs and paychecks, start driving and potentially paying for their own insurance, and start thinking about college. This allows the Literacy Committee to engage in more “real-world” discussions and cover financial topics in greater depth. Our goal is to give high school students real takeaways that they can implement in their lives immediately. Once they enter college, we continue to support them through career guidance and help them identify key financial steps along their career path.
In addition to the literacy presentations, we often participate in school-sponsored career days to discuss opportunities in the finance industry. This presentation is typically for students making decisions about college or about their future careers. Topics may include careers in Operations, Client Services, Financial Advisory, Human Resources, Financial Planning, Investment Management, Compliance, Marketing, and Finance. For more information on EP Wealth’s internships and externships, click here.
REQUEST A FINANCIAL LITERACY PRESENTATION
If you’d like to learn more about bringing the EP Wealth Financial Literacy Committee to your local school, please contact us.
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