02/19/2026
Tonight we had powerful conversations about money across generations — from investing in our children’s futures to protecting our legacy as we age.
We talked about how families can use tools like 529 plans, UGMA and UTMA accounts to collectively invest in young people, make wise decisions around student loans, and understand the real long-term cost of borrowing. We also explored how seniors and families can protect what they’ve built through wills, trusts, powers of attorney, and life insurance — because wealth isn’t just about earning money, it’s about passing on clarity, protection, and opportunity.
Financial literacy is intergenerational. When families plan together, everyone moves forward stronger.
If your organization, school, church, or community group would like to host a similar interactive Wealth & Wellness workshop, feel free to reach out. I’d love to bring these conversations to your community. 🤝
