In the August 2021 edition of the Journal of Financial Planning, members of the FPA community were asked to weigh in on the topic of “How Do You Give Back to the Community?” I was quoted, talking about one of my favorite financial topics – providing financial literacy. I advocated to others in the profession about making sure that parenting groups know you are a financial professional, interested in providing financial literacy presentations to the parents and/or the kids.

Yes, this is something I’ve been asked to do, and I was thrilled to be asked. To re-frame an old proverb, while the best time to plant that tree was in your childhood; the second best time to plant the tree is in your children’s childhood. It fits right in with my goals of teach, always – whether that’s on the river to kayaking students, in my kitchen to my children, or to everyone interested in my community.

If you or someone you know would like to have a financial literacy presentation given to their group, please reach out!