Wealth Legacy Institute

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Education


Wealth Legacy Institute is a strong believer in providing financial literacy programs.  We are committed to providing insightful resources and educational programs designed to engage and advance the financial literacy of individuals, families and the community.  Our programs are created to:
  • Increase financial literacy;
  • Integrate values;
  • Develop effective communication techniques when discussing money;
  • Acquire financial skills to prudently and responsibly manage money; and
  • Develop decision-making and consensus building skills.

Through extensive research and experience we have developed a portfolio of creative and thought-provoking programs. We believe through education, compassion and trust that individuals, families and future generations will be better equipped to manage the financial challenges and responsibilities of raising strong and healthy families.

Women & Money


HandBAG$™ is a financial literacy program exclusively for women. Women face greater obstacles than men in building their financial nest egg and securing their financial future. On average, women live longer, spend more time out of the work force to raise families and tend to earn less

Children & Money

Financial Backpack$™ program is financial literacy for both youth and parents. It is natural to be concerned about your children’s financial security, no matter what stage of life they are in.

The Joy of Giving

The Joy of Giving is an interactive, two-part workshop that outlines the elements needed to create your own proactive giving plan and activities to discover the joy of giving in your family.

Custom Curriculum

We work with families and non-profits to create one-of-kind curriculum based on the dynamics, needs, and ages represented.



"Do what you can, with what you have, where you are." - Theodore Roosevelt

 
950 South Cherry Street, Suite 505, Denver, CO 80246 • ph 303.753.7578 • fx 303.753.7581