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For young investors, experimentation is the name of the game. For clients with children, it's never too early to start discussing the benefits of strong investing habits.
Wharton educators say helping children and teenagers learn the rudiments of finance is one of the most important—and neglected—components of a young person's education. Here's a look at what's going on in financial education for the under-12 set.
Many clients think they'd rather invest in riskier stocks than have to save more out of their paychecks—until those risky investments don't pan out. Help them find ways to save more money now, and both of you may accumulate greater assets down the road.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025