We’re committed to giving back to the community. Our primary focus: financial literacy.
Rick has taught personal finance basics to over 500 high school students over the past five years. His mini courses cover budgeting, saving, credit cards, investing and affording college. Here’s a video highlight of a course Rick taught in 2012:
Rick and Molly teach “Personal Finance in Retirement” through Duke University’s Osher Lifelong Learning Institute (“OLLI”). The course covers investing and retirement affordability strategies. It spans 6-11 weeks, depending on the semester. A link to OLLI’s website is here: http://www.learnmore.duke.edu/olli/