Financial Literacy Workshop: Legacy Planning
May 8 @ 6:30 pm - 7:30 pm
Insight PA is proud to offer a 4-part Financial Literacy Workshop Series to empower families with essential financial knowledge and tools. These sessions will be hosted in Zoom by Mr. Handy, Community Engagement Coordinator, and presented by Allan Boomer, Managing Partner at Momentum Advisors.
Week 3: Legacy Planning
➤ Building a lasting financial legacy
➤ Life insurance, estate planning
➤ Teaching kids about money and entrepreneurship
👉 Use the link below to register for the Financial Literacy Workshop Series. Whether you’re joining all 4 sessions or picking the ones that fit your family’s needs, this series is designed to empower you with tools for a brighter financial future!
*A Zoom link will be provided to all pre-registered attendees.
Questions? Contact Mr. Handy!
📧 cohandyiii@insightpaschool.org
📞 215-982-4083 (office)
📱 609-672-0016 (cell/text)
