Teens’ Money Mindset Class | AUGUST

👉 Click here to REGISTER! 

  • Date : August 6th & 13th

  • Time : 5:30 pm – 8:00 pm 

  • Venue : The Family Room | 2130 Huntington Dr. San Marino, CA 91108

Teens will learn about: 

  • Banking
  • Investing 101
  • Credit & Debit Cards
  • Values-based Budgeting
  • Money Management Skills

Teens’ Money Mindset Class is a two-session personal finance class that helps middle and high school students turn basic financial concepts into real-life money skills. Dinner is included.

Bonus FREE Families & Finances Workshop for parents via Zoom. Topics include how to talk to teens about money, estate planning, education & retirement savings. 

👉 Register here!

Speaker

Annelise Li, CFA

Founder | CEO, Investment Adviser Representative | CA - licensed

Frequently Asked Questions

Is this workshop free?

Yes, it is a free workshop.

  • Date : August 6, 2026 - August 13, 2026
  • Time : 5:30 pm - 8:00 pm (America/Los_Angeles)
  • Venue : The Family Room | 2130 Huntington Dr. San Marino, CA 91108