Fidelis Wealth Advisors Celebrates Economic Literacy and Mentorship at the Focus on Finance Gala
Created by: Fidelis Wealth Advisors
On October 19th, Lorie Jones showcased Fidelis Wealth Advisors’ commitment to nurturing the financial expertise of the next generation as she attended the Focus on Finance Gala. This exceptional event was organized by Economic Literacy Colorado, a non-profit organization dedicated to advancing financial literacy programs in schools.
The evening was graced by distinguished guest speakers who included the likes of Ryan Harris, a Super Bowl Champion and acclaimed author, James Haluszcak from NuMoola, Gargi Chaudhuri representing BlackRock, and even a student who is actively participating in Economic Literacy Colorado’s educational initiatives. Notably, the young presenter said she “stuffed her shoes” because they were a little too big and she wanted to look professional. Gargi, from Blackrock later assured her that she didn’t have to wear uncomfortable and ill-fitting heels if she didn’t want to and displayed her comfortable flats. It was nice to see that mentorship and support from someone so senior to an up and coming young lady.
Economic Literacy Colorado’s student-oriented programs encompass the Stock Market Experience and Invest in Girls. The Stock Market Experience empowers students to work collaboratively in teams, investing a virtual $100,000 in both U.S. and international exchanges. Through this real-time simulation, they gain valuable insights into the art of making investments while staying informed about current events. On the other hand, Invest in Girls connects high school girls with seasoned professional women in the finance sector through symposiums and workshops – notably aligning with Lorie’s sweet spot in fostering and nurturing the love of finance in young women. These sessions delve into essential financial topics, such as budgeting, credit card management, taxation, savings, investing, stocks, bonds, mutual funds, and the art of building a diverse investment portfolio.
But the commitment of Economic Literacy Colorado doesn’t end there. They also extend their expertise to educators by providing professional development opportunities. These courses equip teachers with the knowledge and tools they need to pass on crucial financial skills to their students, creating a ripple effect of financial literacy in the classroom.
Fidelis is excited to share that Amy Sherman, the Founder and CEO of Economic Literacy Colorado, is set to be a featured guest on an upcoming episode of “Welcoming Women to the Room,” to promote financial education and empowerment.
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