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Financial Education
for the next generation

You want to be prepared to manage the important financial decisions that are likely ahead of you.

Here you’ll find practical tips and tools as you think about the financial impacts of major life events, so you’re equipped to make informed financial decisions today and throughout your life.

Anita Saggurti

Next Gen Strategy Executive Bank of America Private Bank

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Financial Basics

Life Events

Protecting Yourself

Trusts & Estates


Where are you now?

To get the most out of our Financial Education program, complete the Financial Literary Assessment and decide which topics to cover with your advisor. You can also use our worksheets to evaluate your goals, values and current net worth.

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