Financial Literacy & Behavior for Adults and Young Adults

Jim Bell, CFP®
President and Founder
Heidi Stoltz
Investment Advisor

From 6 – 7:30 pm, join us of a light supper and a presentation covering the basics of financial literacy: budgetingspendingbankingborrowingsaving, and investing. We will explore how financial literacy and responsibility are grounded in the concept of dignity. Great event for young adults and a nice opportunity for young and older people to enjoy an evening together.

There is no fee to attend. Space is limited. Reservations for you (and a guest, if you wish) are required. For inquiries and/or reservations, contact us at 800.700.0089, ext. 100 or

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