Our teams’ strengths come from being diversified in our backgrounds and skill level. We have Senior Investment Advisors, Accountants, Real Estate Agents, Credit Counselors, and Insurance Agency Owners.
Getting people to come out to the seminars was a task. We held most of the seminars on the weekends because at the time all of us had daytime jobs. We had to compete with the weekend events/activities and it was hard getting people out.
Raising Awareness and Building a Sustainable Initiative
We created flyers, used social media and partnered with organizations which had connections to the community. We ultimately qualified for a grant with Capital One Bank to provide credit, savings, & debt reduction workshops for the low-to-moderate income community.
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Promote what we are doing and donate.
Robert Kinzer spent over 30 years with the Federal Deposit Insurance Corporation (FDIC) before retiring and becoming the president of the Literacy Institute for Financial Enrichment. For more information on Robert Kinzer, please click here.