Programs & Events

Striving to educate and inspire.

BEGINS JUNE 2019

Launch it!

A program that will help young adults create a solid foundation to launch their financial lives.

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OUR SIGNATURE EDUCATIONAL PROGRAM

Own it!

A three-month program that will inspire you to take charge of your life—financially and emotionally!

You'll build confidence around money matters, gain clarity on the breadth of opportunities available to you, and work towards a more authentic and purpose-driven life.

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MONTHLY SPEAKER SERIES

Wisdom & Wine: San Antonio

A monthly event dedicated to improving your financial wellbeing

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MONTHLY SPEAKER SERIES

Wisdom & Wine: Austin

A monthly event dedicated to improving your financial wellbeing

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