“Financial Strategists provided our business owners with valuable information about how to secure capital for their firms; I would highly recommend that business organizations take advantage of Greg’s expertise.”

Industrial Council of Near West Chicago

“As the chief financial officer of a multi-million dollar company, I urge you to take one of the business educational seminars that Financial Strategists offers. The information was highly valuable.”

A. Bowen, Austin Diversified Products

“As a growing and emerging firm, we found the seminar of business financial
management both practical and purposeful. I contend that most small business owners
will benefit from this information.”

J. Nicholson, Botanicals

“Greg Washington has made several presentations to our entrepreneurs over a three year period here at the Purdue Entrepreneurship Center; our members have found his presentations to be enlightening, informative and highly useful in their business operations.”

J. Hussain, Executive Director Purdue EC “Greg has helped our clients secure capital when others could not”

Rick Rosen, CPA

“Greg showed a high degree of perseverance when dealing with our clients”

"Greg helped our firm secure financing when few others could, he was competent, persistent and very thorough"
Phil Beckham III, President Beckham Transit

"He was very good at finding out what worked and what did not, as a result we were able to finance our growth into a multi-million business within three years"
Tom Malone, Freight Direction

"Greg has counseled several of my firms clients and we have always been pleased with the results"
Agnes Brassfield, CPA Northbrook, IL

"Over the years I've known him, Greg has come through for several of our commercial banking clients when we could not assist them, he found ways to make the deal work or give them sound financial advice"

Tony Denovellis, VP Small Business Banking
First Midwest Bank, Tinley Park, IL

Instructor Bios

We cannot possibly prepare our children for all of the challenges and obstacles that they will surely face in life. Changes in technology, demographic and cultural shifts, and economic crises require us to constantly adapt and modify how and what we teach our children. In an age of economic instability, young people must understand the value of money and personal money management. Unfortunately, this critical knowledge is sorely lacking among our youth. 

“The reality is that all children don’t know the basics of savings and investing.”

Arne Duncan, U.S. Secretary of Education 

“The number of 18-24 year olds who’ve declared bankruptcy has increased 96% in 10 years.”

Les Blumenthal, McClatchy Newspapers, March 15, 2010

"In light of the problems that have arisen in the sub-prime mortgage market, we are reminded how critically important it is for individuals to become financially literate at an early age so they are better prepared to make decisions and navigate an increasingly complex financial marketplace.”

Ben Bernanke, Chairman Federal Reserve Bank

“Young adults had much lower financial literacy than prior generations. Respondents with higher levels of financial literacy were more likely to plan for retirement, have emergency “rainy day” funds, and avoid high credit card fees and interest rates.”

Financial Industry Regulatory Authority Investor Education Foundation 2010 Survey

“70 percent of U.S. parents had taught their teens how to do laundry, only 34 percent had taught them how to balance a checkbook, and only 29 percent had taught them how credit card fees and interest work.”

2007 “Teens & Money Survey” Charles Schwab Investment

“The reality is that many parents are not willing or able to teach their own kids everything they need to know about finance.”

2008 National Report from the President’s Advisory Council on Financial Literacy.

How we think and interact with money significantly impacts on our lives. The sooner students understand money and how to use it, the better off they will be when making important future financial decisions like using credit cards, buying a home, starting a business, and saving for college or retirement.

Financial Strategists fills the current financial educational gap with Financial Intelligence Training (FIT), a unique, interactive financial literacy program, designed specifically for high school and college-age students. FIT can augment existing consumer and business education coursework or can be used on a stand-alone basis. FIT instructors bring a wealth of knowledge to the classroom. They are experienced teachers with extensive backgrounds in financial services, banking, investments, marketing and advertising. We teach students how to successfully engage with the financial services industry, mitigate personal financial risk and manage and in some cases avoid debt. Contact us via our website or give us a call to discuss how we can help your students experience success in life money management.

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