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Makin' Money Moves

Client Centered

Makin Money Moves is an aged-based financial literacy program for Millennials, Gen Z, iGEn, and Generation Alpha. You can't build a legacy without inspiring young people.

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Women's Window to Wealth®

Providing a financial lens for environmentally and socially conscious women.

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Black Briefcase<sup>&#174;</sup>

Black Briefcase®

 Providing Black professionals with tools that lead to financial success.

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Legacy Ladder<sup>&#174;</sup>

Legacy Ladder®

Every rung brings participants closer to the life and the legacy they envision.

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