Pension & Wealth Management Advisors launches financial literacy program designed for investors of all ages
WALTHAM, MA, USA, Sept. 14, 2022 /EINPresswire.com/ — Pension & Wealth Management Advisors (PWMA) is pleased to announce the launch of Pension & Wealth University. The Financial Literacy Program was created in response to customer requests to help educate their children, grandchildren and employees on the basics of finance and investing.
George P. Webb, CEO and Managing Partner, said, “It has become difficult for investors of all ages to find quality educational programs to help them navigate the increasingly complex world of personal finance. So we designed our program to cover a wide range of topics in a fun and accessible live format.”
The aim of the program is not for participants to become experts themselves, but to familiarize them with key concepts, to have some tips to keep them on the right track when making decisions. , and even guide them in choosing an advisor when they need help.
The project was led by Owen Kevorkian, who has been an intern with the company for the past three summers. Kevorkian said he was “proud to have been able to work on a project that allows our team to share our expertise so program participants can make better day-to-day financial decisions.” Kevorkian recently won the Massachusetts DECA State Championship in Personal Financial Literacy due in part to his work on the project and attends the Wharton School at the University of Pennsylvania.
Webb added, “Our firm is pleased to be able to offer this program to our clients as part of our relationship. Financial literacy is a cause close to our hearts, and it’s part of our culture as a company to help others learn this fundamental knowledge.
The company also volunteers its time to host sessions with nonprofit organizations and schools in the Greater Boston area that have identified the need to improve financial literacy within their communities. If you would like to learn more about the program for your family or organization, visit their website at pensionwealth.com.
About pension and wealth management services:
Pension & Wealth Management Advisors is a registered investment adviser with the United States Securities and Exchange Commission. PWMA provides expertise in wealth management, asset management and institutional advisory services to help clients optimize their investment opportunities.