THE SOUTHWEST FLORIDA FINANCIAL LITERACY FOUNDATION

mission & vision

No financial problem is too small and no voice is too quiet to be heard. We will devote the time and energy necessary to educate and help those in need of financial help, financial literacy, and money matters, FREE OF CHARGE.

volunteering

Are you a financial services professional who is passionate about making a difference?  Ask us how you can help.  Contact us on the "MAKE A DIFFERENCE" tab.

Director of Analytics
TBD

Our founder & Director

August:

* Hot Topic: Building a budget & Getting Out of Credit Card Debt

*   Free 30-minute 1 on 1 sessions with advisor

September:

*  Hot Topic: Saving for retirement, how much do I need & how do I do it?

* Free 30-minute 1 on 1 sessions with advisor

October:

* Hot Topic: Common Money Problems Q & A 

* Free 30-minute 1 on 1 sessions with advisor

November:

* Hot Topic: Getting Your Finances on Track

* Free 30-minute 1 on 1 sessions with advisor

December:

Hot Topic: Financial Therapy/Money Matters in the Home & Conversations About Money with Family

* Free 30-minute 1 on 1 sessions with advisor

the rest of the team

Foundation calendar

Money problems are far too apparent in our daily lives.  They are the leading cause of problems at home, and overall personal discomfort.    It is my hope that the SWFL FinLit program can change that.  It's also disappointing how many people do not have access to a quality financial advisor, either because they don't know where to look, or because they cannot afford one. SWFL FinLit is here to help.

Nicholas A. Carr, Ph.D.

Director of Outreach
TBD

Eliot Legates, CFP, Director of Financial Planning
Eliot's experience in financial planning helps people understand and meet their financial goals.

Get control of your finances now!  Stop worrying about your finances!  Money matters!

how it works

Got a money problem?  Want to get your finances on track, but you don't know where to start?  Are you financially "illiterate?"  Come to one of our free upcoming sessions and you will be taking a step in the right direction!

Lauren Carr, Director of Marketing
Lauren makes sure that all of our events are running smoothly, and our members are happy.