Turn-key and custom programs for kids, teens and millennials.

Financial literacy assets to help you maintain trusted relationships while embracing tomorrow’s investors.

Included in special $99 FSI license fee


Lesson Modules

Communications Library

Reach kids, teens and millennials with three proprietary web sites. Personalized with your message, and packed with practical information.


Kids • Teens • Millennials

Give resources that give parents the power to raise financially fit kids.


Episode-specific lesson plans for parents and teachers.

A library of personalized printed materials bring your message home.


• Social Media Package • Birthday and

Holiday cards • Activity Sheets • Newsletters

Extras and Enhancements

Books & Comics

Event Packages

Extras & Enhancements

Fun ways to foster financial literacy – and to keep your name top-of-mind.


• Kids and Teens Books • Comics • Customized with your information

Bring tomorrow’s investors right to you, with presentations that practically run themselves.


• Completely Turnkey • Priced for any budget • Customized to fit any space

Strengthen your relationship-building strategies with a toolbox of extras and enhancements.


• Branded Premiums • Goody Bags • Signage • Costume Rentals


Call Andrea at (631) 547-6200 Extension 340


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