For a long time, clients have asked us to help educate their adult children on finance. We have done this through family meetings that show them the planning that mom and dad have done. We also built www.EWGelevate.com, a new company dedicated to providing quality financial advice for someone who is just starting out. Today, in the spirit of innovation that Eagle West Group is built on, we announce the rollout of our Financial Literacy 101, online classes offered for free.
We wanted the content to be clear and objective, so we selected a company that ordinarily provides University level online classes. We currently have 16 short courses that range from buying a house, to managing debt, to planning for retirement. These classes are offered for free. We ask only that you register using key EWG277 and all this is available on our website. We encourage you to forward this on to the people you love and want to help. It could be adult children and it could also be a friend.
A surprise was the amount of clients who were interested in the education site for themselves. It’s an interesting idea to use basic education on a topic prior to a more meaningful discussion with us or just to be more knowledgeable. This way you don’t have to troll the internet, through various marketing sites, just to learn more about, Estate Planning or Life Insurance and it’s structured so it’s easy to follow. All knowledge seekers are welcome. Just register at the site using key EWG277 and we will be happy to help.
You can find our Financial education site at:
Advisory services offered through EWG Elevate, Inc. dba Eagle West Group.
This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.