Teach your early career employees the basics of their financial life as a grownup. Special focus on money related benefits including how to choose a health insurance plan, manage a 401(k), plan for taxes, maximize lifestyle benefits and more.
Learn the most effective ways to motivate and empower your teens and young adult children to live their best independent adult lives so you can live yours! Give them the confidence and competence to know they can make their own decisions and meet the challenges of grownup life , while maintaining and strengthening the parent-child bond.
*perfect for high school and college parent groups, ERG’s, and corporate programs focused on work/life balance, empty-nesters, retirement-readiness and personal growth.
Set your family up to meet long term financial goals by making wealth management and investing a family affair. Focus on meeting your kids where they are, educating them on key principles, and leveraging third party wealth management relationships
*perfect for family offices, wealth managers, CFP®’s, and other members of the financial community
Generosity is an essential part of being a grownup. Share with your child how to make the most effective use of financial resources from setting up and using Donor Advised Funds, choosing at what levels to support various organizations, how to research a charity, serving on charitable boards, and how to manage donation requests from friends.
*perfect for non-profits, alumni groups and religious organizations
The Financially Savvy Female had the opportunity to chat with Bobbi Rebell, author of “Launching Financial Grownups” and personal finance expert at Tally. Here, we chat with Rebell about how mothers of older and adult children can help their kids get on strong financial footing without putting their own finances at risk.
Consumers might normally wait for a sale, or at very least shop around to get the best price, said Bobbi Rebell, a financial planner and personal finance expert.
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