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March 2015

Financial Literacy & Behavior for Adults and Young Adults

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Jim Bell, CFP®
President and Founder
Heidi Stoltz
Investment Advisor

All human concerns are addressed more effectively when they are grounded in a deeply held philosophy. We have found that financial literacy and responsibility come to life when grounded in a philosophy of dignity. This presentation explores the relationship between dignity and money. In the context of dignity, we teach the principles of budgeting, spending, banking, borrowing, saving and investing.

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