Our Firm
Home
Principal
Privacy

Our Services
Comprehensive Planning
Ongoing Support
Coaching
Process & Fees
Gift Certificates

Contact
Information  

In the Media
Financial Bites
Newsletter
Articles 
Workshops & Presentations 

Resources
Helpful Info & Links

Client Access
Login

In the Media
Workshops and Presentations by Aikapa

Nurturing Financial Aptitude in Children Ages 3 through 13
Practical Advice and Guidance on Fostering Financial Literacy

Like it or not, our world revolves around money. Yet, how many schools effectively teach our children to manage their finances? Most learn about such things from the “school of hard knocks.” This workshop will introduce a variety of innovative techniques and tools to quietly or overtly encourage financial literacy based on a child’s age. Our presenter, Edi Alvarez, brings to this workshop a unique combination of skills and experience, both in education and the financial services industry. Parents will come away from this workshop with a fun, sensible, and sequential approach to educating their children on how to handle and value money.

During this workshop parents will discover ways to:

• help children understand monetary concepts in an age-appropriate manner
• stimulate healthy financial habits in children
• build fiscal confidence and foster rational financial decision-making in children
• develop an appreciation for financial tradeoffs
• teach children:
  • the true value of money
  • the value of compound interest
  • how to budget and prioritize
• build a process to allow children to make their goals a reality
• connect with your child and enhance family bonds using finances

Financial Aptitude Workshops can be tailored to address the concerns of age-specific interest groups.

Corporate Workshops

We do not sell securities or financial products of any kind and we do not receive commissions. Our clients can be certain that we provide unbiased advice that is tailored to their specific needs. Our goal is to help you achieve your financial goals.

Since we understand the lengthy commitment to education that our clients have made in their lives we know they will best benefit from a solid group session where we spend time providing specific guidance on financial topics.

We are usually asked to address retirement, benefits, and specific employee concerns. Our workshop is NOT a sales pitch. Its only purpose is to provide practical information to help participants deal with financial situations. New employees, in particular, benefit from understanding the value of staying with a company and accruing the long-term rewards available in a benefit package. Everyone benefits when employees learn how to better manage their finances.

In addition, Aikapa will provide coaching to executives on a one-to-one basis, including cash flow management, tax planning, risk management, and investment management.

Topics:

• Planning for retirement
• Planning for Taxes and Cash Flow
• Evaluating your Risk Exposures
• Maintaining and Improving Your Credit History
• Home Purchase Basics
• Investments 101
• Planning for College
• Emergency Preparedness: How to Manage your Finances and Financial Documents
• An explanation of your company's 401k Plan
• Ways to manage Cash Flow
• How to Discuss Finances with Loved Ones
• How to set Goals and maintain them
• How to Manage Finances During Job and Layoff Situations
• How to work with stock options

Other Aikapa Workshops and Presentations

• Retirement Planning: How much do you need?

• Protecting your Investments: Balancing Risks & Needs

• Buying or Renting a Home: Projecting What is Right for You

• Long Term Investments: Asset Mix, Fees & Rebalancing

• Life Happens - Are You Prepared? - An introduction to financial planning customized to meet your needs

For information on upcoming client seminars, public workshops and presentations, or for questions related to Aikapa In The Media, please call us at 415-548-0257.

 Privacy | Contact Us

© 2007-2010 AIKAPA
PO Box 5226 Larkspur, CA 94977-5226