Kids Financial Wellness Program



A recent study by the American Psychological Association found that money was the most common source of stress for 71% of adults — and has topped the list of stressors every year since 2007.

We want more for our kids.

Strategies Capital Management is host an annual Kids Financial Wellness Program at our offices. This is a fun and educational program focusing on budgeting, savings and investing for children from ages 6-18. This event is not limited to clients only, so please feel free to pass on to friends, family, and colleagues.

We look forward to seeing you and your family next year!

We can’t believe how great and thorough your class was for the kids.  Our three LOVED it, and really learned from it, and have brought up a lot of the topics you’ve mentioned below.  In fact, the next day, (two of them) wanted to open CDs at the Young America Bank, though (one) wanted to save his money for new sunglasses.  We discussed at the bank also a credit card with $100 limit that they offer which, corresponded perfectly with what you discussed, and the interest vs paying it off each month.

We can’t thank you enough for the time and efforts of the class and for the wonderful financial books you’ve provided the kids.  Your information will stay with them and we appreciate all of it!

-- Parent

Awesome!  Thanks so much. My boys loved it and are very anti credit cards now 😀

-- Parent

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