virtualCX | Financial Lessons & Values for your Kids
This is a virtualCX Program that can be accessed remotely from your desk. You will receive the event passcode in your confirmation email when you register.
It has become widely known that not enough of the US adult population is saving an adequate amount of money for their retirement. How do we change this for the future generation? The answer lies in starting with young children to help them learn good money habits.
Jamie Bosse, CFP®, RFC of Aspyre Wealth Partners will share some of the insights she has gained as a Financial Planner, mom, and author of a children's book on this subject.
Key take-aways from this session include:
- Key Money concepts your children can learn at different ages
- How to create teachable moments by linking chores to the concept of work and money
- How to move adult kids off your payroll
Jamie Bosse , CFP®, RFC, works with clients at Asprye Wealth Partners to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Aspyre believes in living your best life. Jamie helps clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.
Jamie enjoys writing financial articles and has been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine. She has also published a children’s book, Milton the Money Savvy Pup. Joni is in her second career and enjoys helping people make career progress to enhance their financial and personal well-being.