According to a study done by the Council for Economic Education, students exposed to mandated personal finance education made better personal financial decisions than their peers with little to no exposure. Understanding the long-term benefits of knowing and implementing healthy financial habits, we believe it’s our obligation to equip the next generation with the tools necessary for success.
Our education program, TFO Life Academy, focuses on providing individuals with the tools and skills which can help lead to a life of financial success and independence.
We strive to help the next generation:
Because family members may differ in their learning styles and preferred formats, we’ve created our program with a variety of delivery options:
Those interested in a comprehensive digital experience may enjoy RightTrak, our fully digital self-paced program. Our RightTrak curriculum is based on four foundational tracks:
Manage—Tackle the basics of budgeting, banking, borrowing, savings, credit, and the concept of opportunity costs.
Protect—Understand concepts related to life insurance, disability insurance, property insurance, common workplace benefits, and cybersecurity.
Grow—Gain knowledge on a variety of topics related to investing, such as different types of investment accounts and security types, the importance of successful investing, and the power of compounding.
Share—Become familiar with how to efficiently transfer wealth to future generations or charities, including the tax attributes of various transfer strategies, how an effective estate plan operates, and the different forms that philanthropy giving can take.Learn more about RightTrak
Getting started is easy. Set a time to talk.Let’s Talk