Global Wealth Solutions Group and Lisa Detanna Bring Financial Literacy to Local Youth During Raymond James Cares Month
As part of Raymond James Cares Month, the Global Wealth Solutions Group of Raymond James recently hosted the first of three financial literacy events at local Boys & Girls Clubs in Southern California, helping introduce elementary school students to foundational money concepts through the power of storytelling.
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Led by Lisa Detanna, Managing Director, Senior Vice President of Investments and Private Wealth Advisor, team members and management from the Raymond James Beverly Hills office were welcomed by 35 elementary-aged students at the Boys & Girls Clubs of Carson for an interactive reading and discussion of Treasures in a Winter Vault, a children's financial literacy book co-authored by Detanna. The event encouraged students to think about saving, spending wisely, and building healthy financial habits at an early age.
Following the reading, students participated in a lively discussion sharing what they learned from the story and how the lessons applied to their own lives. Their thoughtful responses demonstrated that complex financial concepts can be understood when presented in an engaging and age-appropriate way.
