In this episode of Women on Wealth, Julina is joined by Nan Morrison, President and CEO of the Council for Economic Education (CEE), as they discuss CEE's mission to equip K-12 students with essential tools and knowledge in personal finance. They explore recent legislation in CT mandating high school students to take a personal finance course, highlighting it as an example of CEE's impactful initiatives. Tune in to discover more about the efforts driving financial literacy among youth.
Show Highlights:
How CEE works (4:59)
Invest in Girls (7:08)
Why an emphasis on financial literacy with women and girls (8:09)
Survey of the States (14:17)
New legislation in CT (19:04)
What CEE provides teachers (22:24)
CEE's planned impact on CT (26:17)
Status of other states (29:36)
The commitment from Principle Wealth Partners and the ask of other advisors in CT (30:35)
Study by the National Endowment for Financial Education (NEFE) on teachers (31:55)
The reach of CEE (33:39)
What individuals can do if their state does not have a requirement (esp. NY, MA, DE, OK) (37:10)
Link to CEE:
https://www.councilforeconed.org/
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180