Financial Education Services
Additional knowledge with a supportive teacher and facilitator can go a long way. Rather than sifting through financial information on the internet, or sitting through a boring class that may not meet your specific needs, clients look to Minerva Wealth Advisory to create a bespoke learning experience for them. Depending on the needs of the group or individual, this can be done in one session or over several workshops.
The education programs that we run are especially tailored for:
- Families with adult children who need to become more financially literate because they are the beneficiaries of trusts or estates
- Those who want to start participating in their families’ investment decisions
- People who have recently become stewards of their wealth but don’t have enough knowledge to be as effective as they want to be