Education Sessions
Empowering families with clear, practical, and evidence-backed financial education. Whether you're just starting, rebuilding, or planning ahead—our sessions give you the skills to move with confidence.
Why These Sessions Matter
Most families were never taught how money actually works. Our sessions bridge that gap by teaching the fundamentals of financial literacy, protection planning, and long-term wealth habits.
- Build a strong budgeting and savings foundation
- Understand protection strategies for income & family security
- Learn how compounding and time build long-term wealth
All content aligns with trusted educational frameworks from FDIC Money Smart, CFPB, and FINRA Foundation.
Who These Sessions Are For
We customize learning to support individuals and families in all stages:
- Newly married couples building financial foundations
- Families with young children creating structure & stability
- Homebuyers preparing for long-term financial commitments
- Individuals planning ahead for retirement & legacy
- Teens & young adults learning essential money skills
Our Signature Education Model
The V & V Advisors framework is designed to create lifelong financial confidence:
| Component | Focus | Outcome |
|---|---|---|
| Financial Literacy | Budgeting, saving, debt, and money habits | Clarity & control |
| Protection Awareness | Income protection, living benefits, emergency funds | Stability during life’s unknowns |
| Long-Term Wealth | Compounding, risk, retirement basics | Growth & generational wealth |
Session Topics Overview
| Session | Focus Area | Key Takeaways | Duration |
|---|---|---|---|
| Foundations of Money | Budgeting, saving, emergency funds | Learn the 50/30/20 rule & build healthy financial habits | 45 min |
| Protecting Your Future | Insurance, living benefits, family protection | Understand your risks & how to safeguard income | 30 min |
| Building Long-Term Wealth | Compounding, investing basics, risk/return | Learn disciplined strategies for long-term growth | 45 min |
| Kids & Teens Money Basics | Saving, earning, giving, responsibility | Age-appropriate sessions for 6–12 & 13–18 groups | 30–45 min |
| Preparing for College | Cost planning, financial aid, early saving | Time advantage, compounding, realistic planning | 40 min |
Session Formats
- Virtual Sessions – Zoom or Google Meet
- Small Group Workshops – Families, friends, or teams
- In-Home Sessions – Personalized guidance in a familiar setting
- 1:1 Coaching – Tailored to your goals & pace
What Makes V & V Advisors Different
- Evidence-backed education — no pressure or product bias
- Family-first guidance built on real-world experience
- Structured learning across Pillar 1, 2, & 3
- Clear action plans after every session
Ready to Start Your Education Session?
Whether you're beginning your journey or strengthening what you’ve built — we are here to guide you.
Book an Education Session