Sophisticated wealth management

Teens & Money: Setting the Stage for Financial Success


Chances are your kids first learned about saving by adding change to a piggy bank. As they grew, they traded in those piggies for a savings account. Now it's time to look ahead. Learning how to become financially independent adults is vital for their future success. As parents, our goal is to provide our children with the tools they need to go out into the world and thrive. This interactive workshop will lay a foundation that will last a lifetime. During this fun and educational event geared toward teens ages 13-18 we will cover:

  • Budget creation and management
  • Setting financial goals
  • Saving and spending Investments
  • Bank account management
  • Credit and debt
  • Costs of living
  • Identity and asset protection

Where:
Inklings Coffee & Tea
530 Main Street
Pleasanton, CA 94566

When:
Thursday, July 31, 2025
3:00 PM – 4:30 PM

Seating is limited. One parent per teen family, please. Email events@summitadvisors.com to reserve your spots today!

Raymond James is not affiliated with Inklings Coffee & Tea.