November 18, 2015 Advising Literacy
Posted at 00:51h in Advisor Newsletter
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.