Summit advisors Dash Grammer and Connor Merrigan present: Teens and Money: Setting the Stage For Financial Success
Chances are your kids first learned about saving money from a piggy bank. As they grew, they traded in those piggies for a savings account. Now it’s time to look ahead. Learning how to become financially independent adults is vital for their future success. As parents, our goal is to provide our children with the tools they need to go out in the world and thrive. During this educational video geared toward kids in grades 7-12, we cover:
-Creating and managing a budget -Setting financial goals -Saving and spending wisely -Investments -How to manage a bank account -Credit and debt -Cost of living vs. ownership -How to protect identity and assets
Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. Summit Financial Group, LLC is independently owned and operated.
TR# 4901134 DOFU 8/2022 (Video)
Summit Financial Group, LLC 2000 Crow Canyon Place, Suite 450 San Ramon, CA 94583 https://summitadvisors.com/ (925) 866-7800
