Family Financial Forum

You’ve heard it’s not polite to talk about money – well, not anymore!

Find out everything you ever wanted to know about dollars and cents at our informative and entertaining events. From spending to saving…taxes to trusts…no topic is off-limits and no question is too crazy. You’ll laugh, you’ll learn, and you’ll walk away with the confidence to take care of your family’s financial future.

Women's Forum

Women's Forum

Our program has been designed to  empower women to become more active partners in all matters financial.  Small gatherings designed to foster an exchange of information. The material is presented in information packed, fun sessions.

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Stavis & Cohen University

Stavis & Cohen University

Stavis & Cohen University (SCU) aims to help young adults build financial knowledge, develop financial confidence and become more money savvy. At SCU, participants will learn tips for developing a spending plan or budget, the importance of saving early, using credit and borrowing money responsibly and the basic risks and rewards of investing through our edutainment approach.

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