VIRTUAL PROGRAM | Wealth, Wellness, & Wisdom Series: Teaching Kids About Money When it is Invisible
When we were kids, we either had cash in our pockets or we did not and that determined if we could buy something. When we got older, we had a physical checkbook to manage so that we could see our balances and where our money went. In today's world, financial concepts are even more difficult to teach to children because money has become almost completely intangible. They see us swiping cards and pushing buttons on our phones and boxes of stuff magically appear on our doorstep. How do we teach kids about money when it is invisible? How can we start instilling positive money memories and values in our children now?
Join us to learn...
- When to start talking to your kids about money - it is sooner than you think!
- Creating teachable moments to make money lessons more tangible.
- Letting kids fail and learn while the stakes are lower.
July's Facilitator: Jamie Bosse
Since 2005, Jamie has provided financial guidance and education to a diverse clientele of individuals and families in her role as a Certified Financial Planner®. She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals.
Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, “Milton the Money Savvy Pup.” She is also working on a “grown up” book called, “Money Boss Mom, Helping Young Parents Be the Boss of Their Financial Future” which is set to publish August 30th. She was named to the Investment News 40 Under 40 List in 2020.
Jamie is enjoying life’s crazy adventures with her husband and four lively children.
Facilitator BiosAngela Kreps, Chief Connector
Angela connects clients and prospective clients with people who can help them achieve their goals. Her career highlights include: 10 years as CEO of a bioscience organization; 4 years as an international Vice President; Five-time Fortune 300 Top Producer; First-ever Sales Officer at INTRUST Bank right out of college. Her business acumen, public policy expertise, and consistent ability to add record-breaking value to the enterprises she serves earned Angela recognition by Ingram’s Magazine as one of Kansas City’s Most Influential Women in 2008. Angela holds a Bachelor's degree from K-State. She lives in Overland Park with her husband and daughters.
Jamie Bosse, CFP®, RFC
Jamie is Lead Financial Planner at Aspyre, where she helps clients anticipate and overcome roadblocks, organize their financial lives, maximize their human capital, and get closer to their life goals. She was recently named to InvestmentNews 40 Under 40. A published author in the Kansas City Star, KC Parent, Investment Advisor, and three of her own books, Jamie holds a Bachelor’s Degree in Personal Financial Planning with a minor in Business Administration. She enjoys volunteering, especially mentoring, with Junior Achievement and at her church, and serving as Chair of the Personal Financial Planning Advisory Board at Kansas State University.
Jessi Chadd, MSFS, CFP®, CeFT®
Jessi views life transitions as a gift and in her work she empowers and guides individuals through them to find the lessons and growth that comes with them. Jessi joined Aspyre in 2008 after graduating from Kansas State University. Jessi completed her CFP® certification in 2010, earned her M.S. in Financial Services from The American College in 2012, and became a Certified Financial Transitionist® (CeFT) in 2019.
Joni Lindquist, MBA, CFP®
A key component in building financial wealth is one’s career path. As an executive/career coach, Joni assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions. As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals. Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm.
Date and Time
Friday Jul 16, 2021
12:00 PM - 1:00 PM CDT
Location
Webinar via Zoom - access this program remotely from your computer, tablet, or smartphone + dial-in available.
Fees/Admission
$0.00 Members
$25.00 Nonmembers
No refunds.
Interested in membership? More info here.
