Advising Literacy
Get ready for National Financial Literacy Month (April 2016). Elite Advisors have a unique opportunity to improve financial literacy and awareness and thereby increase the quality of life of clients, friends, and family.
The Financial Awareness Foundation (FAF), a national organization based in Sonoma County, offers toolkits, advice, and information for advisors, nonprofits and individuals. In October, FAF partnered with CEG Worldwide to outline the ways that advisors further invest in the financial health of their clients.
$1.3 million in Grants made through CFSC’s Julia L. Grant Basic Human Needs Grant Program
The Julia L. Grant Fund for Basic Human Needs program addresses the pressing challenge of meeting the basic needs of individuals and families in Sonoma County. This year, the Basic Human Needs program supported 50 organizations with over $1.3 million in grants, supporting a critical safety net of organizations throughout…
