Financial Education

Our workshops are noted for delivering a wealth of financial information that are clear and avoid financial jargon. We want to empower financial decision making for individuals through different stages of life.The responsibility for insuring your long-term financial welfare has shifted during the past few decades. Previously, many professionals could rely on a combination of employer-sponsored pension plans and Social Security to fund their long-term financial security. Now that these financial safety nets are no longer adequate, Americans increasingly need to assume greater responsibility for their financial well-being. While most people are aware that saving, investing, and planning for their future are essential to their quality of life and financial security, many do not know what to do about it.

Itineris Financial Advisors wants to help. Our workshops are noted for delivering a wealth of financial information that are clear and avoid financial jargon. We want to empower financial decision making for individuals through different stages of life.

Past workshops sessions include:

  • How To Keep Your Financial Boat Afloat During a Career Transition
  • Ten Things to Know About Tomorrow Today
  • Focus on Retirement
  • Investing in Your Child’s Education

We have delivered financial education workshops to a variety of organizations in recent months.