FINANCIAL LITERACY INITIATIVE

    More than 51% of young adults said a course on money management would have been beneficial to their lives post-graduation. Yet only one third of U.S. states require schools to teach personal finance, and only five states require a semester-long course to graduate high school. Many students take on high amounts of student loan debt and are left to manage their financial futures without being armed with the basic knowledge required to do so.

    We believe the financial industry has a responsibility to bring financial education to our schools and communities. The EP Wealth Financial Literacy Initiative is how we’re getting involved.

    THE EP WEALTH FINANCIAL LITERACY INITIATIVE

    We Believe it’s Never Too Early to Teach Children
    the Importance of Making Healthy Money Decisions 

    The EP Wealth Financial Literacy Committee is a group of employee volunteers who are passionate about delivering financial education to local schools to help students develop smarter money habits. Committee members provide age-appropriate instruction in classrooms or to larger student audiences as a supplement to their scheduled math, accounting, economics, or general elective class curriculum. We pride ourselves on making this an easy and seamless process for teachers to integrate into their busy day!

    HOW EP WEALTH HELPS

    From First Grade to High School Seniors and Beyond, We Lead Interactive Conversations on the Following Topics:

    Setting goals    •   Budgeting   •   Credit   •  Emergency funds
    Insurance        •    Investing    •   Careers in finance

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    ELEMENTARY SCHOOL STUDENTS

    For younger students, we get back to basics and take a more interactive approach through hands-on games and collaborative conversations. We may discuss different perceptions of money, how to earn money through chores/tasks, wants vs. needs, why their parents might say “no” due to their own family budgets, etc. We hope students in this age group leave the presentation with a better understanding of how money affects everyday choices.

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    HIGH SCHOOL STUDENTS
    AND BEYOND

    In high school, money habits start to take shape as students get their first jobs and paychecks, start driving and potentially paying for their own insurance, and start thinking about college. This allows the Literacy Committee to engage in more “real-world” discussions and cover financial topics in greater depth. Our goal is to give high school students real takeaways that they can implement in their lives immediately. Once they enter college, we continue to support them through career guidance and help them identify key financial steps along their career path.

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    CAREERS IN
    FINANCIAL SERVICES

    In addition to the literacy presentations, we often participate in school-sponsored career days to discuss opportunities in the finance industry. This presentation is typically for students making decisions about college or about their future careers. Topics may include careers in Operations, Client Services, Financial Advisory, Human Resources, Financial Planning, Investment Management, Compliance, Marketing, and Finance. For more information on EP Wealth’s internships and externships, click here.

    REQUEST A FINANCIAL LITERACY PRESENTATION

    If you’d like to learn more about bringing the EP Wealth Financial Literacy Committee to your local school, please contact us.

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