Future Leaders
(age 5- 18 years)
We strive to provide an environment and access to resources to help prepare the next generation of leaders and investors.
In our shared conversations, your children and grandchildren are a significant part of your life. And, we want to support your efforts in developing the financial, personal and professional mindset of those you love.
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Events
A variety of virtual & live experiences help young leaders learn & grow. These events are led by our team & chosen Thought Leaders.
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Personal Guidebook
We’ve created a custom guidebook to help students succeed in their unique life stage. Learn the basics & create a strong foundation.
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Online Resources
Our library of resources include videos, articles & more. We continue to gather information & resources to provide greater value.
“Children are our most valuable resource.”
— Herbert Hoover, 31st President of the United States
Book Recommendations
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Written & experiential activities help teens discover their leadership potential and develop skills that guide them to act responsibly & make a difference. By Mariam G. MacGregor M.S.
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From British illustrator, artist, and author Charlie Mackesy comes a journey for all ages that explores life’s universal lessons, featuring 100 color and black-and-white drawings.
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From the personal-finance duo Fortune magazine called “funny, smart, cynical, [and] opinionated” comes savvy financial advice for today’s street-smart young investors.
One of the greatest gifts we can give the next generation of Future Leaders is an understanding of themselves (personal well-being) and an understanding of the financial world (for their financial well-being). We look forward to sharing more conversations with this inspiring generation. If you’d like a copy of one of the books listed above, please contact us.