YOUNG ADULTS<br/><br data-mce-bogus="1">


WealthBuilder™ Program - For those just getting started, the team at Strategic Wealth Advisors has created a unique program geared toward young adults to help them reach their financial goals. Our WealthBuilder™ program brings the human touch to technology by COMBINING custom, digitized investing with personalized planning.

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Young Adults Educational Workshop - In this workshop, we begin by identifying money philosophies and habits developed during childhood and beyond. We also address Financial Life Values. For married couples, we discuss the impact finances can have on a marriage. We then have participants develop their own spending philosophy. 

Once our students understand their relationship with money, we then address specific financial topics such as goal setting, budgeting and cash flow, saving and giving, debt strategies, credit cards, account considerations, taxes, estate planning, insurance and investments.

  • Sessions are usually presented in (2) 4-hour weekend workshop with breaks or set up as a weekly 1-2 hour class.
  • As with our Custom Group Programming for Youth, our Young Adults Workshop can also be tailored to the group/audience requesting the class. This includes customization of topics to be covered as well as overall structure and time-frame of the class.