100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Giving Back

We’re committed to giving back to the community. Our primary focus: financial literacy.

Teens

Rick has taught personal finance basics to 500+ high school students over the past eight years. His mini courses cover budgeting, saving, credit cards, investing and affording college.

https://oldpeakfinance.com/wp-content/uploads/2018/12/New-image-DA_edit-400x300.jpg

Retirees

Rick, Molly and Kent 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/

https://oldpeakfinance.com/wp-content/uploads/2018/12/old-couple-boat-400x300.jpg