Organizations we have helped
We were approached by the executive leadership team of the largest specialty flooring retailer in the United States, whose CEO and Chief Counsel are both strong advocates for financial literacy. Collaborating with their team, we put together a customized 90-minute Zoom workshop for their staff to attend from their offices around the country.
The company has since asked us to put together online, Financial Literacy training modules that they can incorporate into their online learning portal, serving as a financial wellbeing resource above and beyond most private employers’ typical benefit offerings.
Chaminade & Kellenberg High Schools
For nearly fifteen years, two of the most prestigious private high schools on Long Island, Chaminade and Kellenberg, have invited our team to present a financial literacy workshop. Working with representatives of the Marianist community in the Province of Meribah, we have helped over 10,000 young men and women financially prepare for their venture out into society.
Our leadership team is regularly reminded by students, staff, and parents at these institutions of the high degree of value they have received from their time with us.
The Wine Kitchen
Jason Miller, Founder and Owner of The Wine Kitchen Properties, reached out to our organization about a financial literacy seminar for his staff. With restaurants in multiple states and a diverse background of employees, this training was customized to allow for added Q&A sessions to ensure all participants received the maximum value from the course.
Engaging with people from all walks of life is where our course shines brightest, and Jason’s team would readily agree.
SCO Family of
Working together with a large community bank, we were referred to SCO Family of Services – one of the largest nonprofit organizations in the New York Metropolitan Area. With our team already having significant time and resources invested with this great organization, the partnership around a financial literacy course was a no-brainer. Through several planning sessions, our team built a tailored program, and the SCO program directors hand selected a group of individuals to participate in a financial literacy course.
We were approached immediately afterwards by the supervising program directors, and at their request completed a follow up session within two weeks to offer additional guidance and financial support for their attendees.