Bayside Tax & Wealth Financial Literacy
“The number one problem in today's generation and economy is the lack of financial literacy.” - Alan Greenspan
For young adults in their early 20's having a good understanding of a few basic wealth management concepts will provide them with a more secure financial future. We at Bayside believe educating these young adults is important not only for themselves but their peers and their community.
For that reason, in 2021 we started a financial literacy day program for local college age adults or recent grads that we now run our of our office on a rolling basis. We've found that running this program over a half day, in person, with a small group has been the most effective way to answer relavent questions and cover all topics thoroughly.
Sample Agenda
Coffee & Introductions
Financial Foundations
- Budgeting & Goals
- Credit & Loans
- Taxes
Lunch
Investing
- Banking & Savings
- Retirement Accounts
- Real Estate
- Insurance
Open Questions & End of Day
Location
Bayside Tax & Wealth
174 Main St.
Port Washington, NY 11050