FPA MI Lunch & Learn Grand Rapids

    May 15, 2018
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503

    Join us on May 15th when
    Steve Benjamin of Sit Mutual Funds presents

    Having the Other Talk:  Helping your Clients Teach the
    Younger Generation about Saving, Spending and Credit

    This program has been approved for 1.5 CFP®

    About the Program:
      Did you know teenagers are more likely to own a cell phone than have a bank account? Or that 24% of workers have less than $1,000? If you’re concerned that your loved ones have no clue when it comes to handling money, you’re not alone. Attend this presentation to learn some ways you can help young people strengthen their financial world.

    You Will Learn About:

    • Participants will benefit by learning strategies that businesses use to develop lifelong customers at an early age, how to prepare the younger generation to question these strategies and how to teach the younger generation about budgeting techniques, saving strategies, investing basics and the time value of money.

    • Participants will benefit by learning how the misuse of credit can damage a young person’s life in unexpected ways and how to communicate this information to the younger generation.

    • Participants will benefit by learning the details of the Credit Card Act of 2009 and how it impacts every American.

    • Participants will learn how to effectively discuss ways of saving, sharing and spending money with the younger generation so they can be equipped to make well-informed financial decisions.

    Can't Miss Takeaway:
    Despite a spendthrift culture, opportunities exist to pass on financial values and teach
    others how to make wise financial decisions!


    $20.00 FPA Member

    $30.00 FPA Non Member

    $20.00 Non FPA Member First Time Guest