FINANCIAL LITERACY PROGRAM

Financial literacy workshops that teach what nobody taught us about money

Ninety minutes, plain language, and no jargon. Learn how money grows, what insurance actually does, and how families pass wealth to the next generation instead of starting over each time.

  • Free to attend and free to bring your family

  • Held in English and in Spanish

  • Nothing sold from the front of the room

Hosted by Taurus Financial Services · Building Wealth For Everyone

why we do this

Financial literacy first. Everything else follows.

Most people were never taught how money actually works. Not in school, not at home, and not by an industry that often profits from the confusion.

Taurus Financial Services was built on the belief that financial literacy, followed by a plan built around your life, is what leads to wealth.

A lack of early financial education is a large part of why whole communities struggle to establish, keep, and pass down what they earn.

With the right guidance, that same story runs the other way and creates opportunities that ripple through generations.

These workshops are where that starts, and they are open to everyone at no cost.

what we cover

Ninety minutes, six things you'll actually use

Every session is practical. You leave able to do something you couldn't do walking in.

1

How money actually grows

Compounding, time, and why starting small beats waiting for the perfect moment.

2

What insurance really does

The difference between protecting income and building cash value, in plain terms.

3

Retirement income, not just savings

Why the question isn't "how much have I saved" but "what will it pay me every month."

4

Debt, credit, and cash flow

Which debts to attack first and how credit decisions follow you for years.

5

Passing wealth to your children

Wills, beneficiaries, and the mistakes that send families to court instead of forward.

6

Your questions, answered

Open floor. No question is too basic, and the basic ones help everyone in the room.

our promise to you

Nobody will sell you anything

No product pitch from the front of the room. No pressure to sign up for anything. We teach, we answer questions, and we go home. If you want to talk about your own situation afterward, you can book a free one-on-one, and that is entirely your call.

who it's for

Workshops built for your group

Same mission, three different rooms. Pick the one that fits.

Individuals & Families

Budgeting, protecting your income, retirement, and building something to pass on. Our most popular session, and the one to bring your family to.

Businesses & Employers

Financial wellness for your team. Employees under money stress are distracted at work, and this is a benefit that costs you nothing to offer.

Schools & Youth

Age-appropriate money skills for students, taught before the first credit card offer arrives. The earliest and best place to break the cycle.

in the room

What a workshop looks like

FOR ORGANIZATIONS

Bring a workshop to your group

Run sessions for companies, churches, community organizations, and schools across the tri-state area, in English or Spanish, at no cost to your organization.

Tell us who your group is and roughly how many people, and we will come back with dates and a plan tailored to them.

GOOD TO KNOW

Questions about our workshops

Is this really free?

Yes, our initial webinars and workshops are free, but as you progress to individual or group consultations, they come with costs associated with them, based on the size and goals you are looking to achieve.

Is this a sales pitch in disguise?

No. However, we are a sales organization offering financial products, but no one will pitch you any products in our seminars. We teach the material, we answer questions, and if you want to talk about your own situation afterward, you can book a one-on-one. That choice is yours, and there is no follow-up pressure if you would rather not.

Do I need any financial background to attend?

None at all. We start from the beginning and use plain language. Most people in the room have never had anyone explain this to them, which is exactly why we hold these seminars/workshops.

Can I bring my spouse, my kids, or a friend?

Please do! Money decisions are usually made by parents, and when teenagers are around the table, they learn from it and pick up good money habits, which is the point. Teenagers and young adults get a lot out of it. Just add their names when you register so we can plan seating and materials.

Are workshops offered in Spanish?

Yes. We run Spanish-language sessions and bilingual advisors are present at most events. Choose your preferred language when you register and we will place you in the right session.

Can you run a workshop for my company, church, or school?

Yes, and we do it regularly. We tailor the material for employees, congregations, community groups, and students. Use the request form on this page and we will get back to you with dates and a plan.

Can you run a virtual seminar?

Yes, we can! We prefer google meet as a preferred platform but we can use others as well.

Knowledge is the first step to wealth

Come learn with us. Bring your questions, bring your family, and leave with something you can use.

(888) 985-6982

Taurus FInancial Serices Logo

Protecting and building wealth for every family for over 24 years.

Call: (888) 985-6982

Email: [email protected]

Serving New York, New Jersey, Connecticut, Delaware, Virginia, North Carolina & Florida.

GET IN TOUCH

Ready to talk?

Book a free consultation, and we'll take it from there.

© 2022 Taurus Financial Services. Licensed insurance agency. Se habla español.