Empowering Generations:  Financial Literacy and Building Lasting Wealth

Preserving generational wealth requires thoughtful planning and proactive strategies to ensure financial stability while passing down shared family values. To achieve this goal, addressing the complexities of wealth transfer is essential. By taking these proactive steps, families can protect their assets and foster a shared vision for the future.

Equally important is preparing the next generation with the skills and mindset to manage and grow their inheritance. For example, tools like Raising Financially Responsible Children provide actionable insights to instill financial literacy, accountability, and stewardship in younger family members.

Furthermore, open communication, clear goals, and intentional education are vital to creating a cohesive culture rooted in shared values. As a result of these efforts, this approach not only preserves wealth but also strengthens family bonds, empowering future generations to continue the family legacy.

To support these efforts, we proudly offer the Callan Capital Rising Gen Academy. This two-day virtual learning experience is designed to teach essential financial skills. Specifically, it covers the following key topics:

• Basic Financial Concepts: Budgeting, saving, and managing money.
• Risk Management: Identifying risks, exploring insurance, and learning investment strategies.
• Banking and Saving: Understanding bank accounts and building effective saving habits.
• Smart Spending and Budgeting: Creating budgets, tracking expenses, and making informed purchases.
• Basic Estate Planning: Wills, trusts, and planning for asset distribution.
• Introduction to Investing: Learning investment basics, the stock market, and compound interest.
• Financial Responsibility: Building credit, managing debt, and practicing good financial habits.
• Career Planning and Wealth Building: Exploring careers and strategies for growing wealth.

Ultimately, this program empowers future generations by equipping them with the tools, knowledge, and confidence to manage wealth effectively and sustain a lasting family legacy.

Registration for the 2025 program is now open! Don’t miss the opportunity to give your children the tools they need for a successful financial future.

Disclaimer: *Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with, securities based financing, residential and commercial financing and cash management services. For more information, please refer to our most recent Form ADV Part 2A and our Form CRS which may be found at www.adviserinfo.sec.gov.