Raising Financially Aware Kids

Raising Financially Aware Kids

From toddlers to teens, Raising Financially Aware Kids helps clients teach their children about money.

What Every Kid Should Know About Money

Raising Financially Aware Kids covers basic principles to help kids make good money decisions. Use the program to help clients and prospective clients start their children’s financial education.

  • For clients with children or grandchildren, this valuable resource helps you meet a critical education need.
  • For you, it’s a great tool to deepen relationships and supports generational wealth transfer goals.


Start Your Financial Education Program

Complete the form below to download the Raising Financially Aware Kids client-approved presentation and eBook.

The Raising Financially Aware Kids book is available by contacting your wholesaler.

See how you can put this program to work for your practice.


Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.