Roberto, Ross, and the Odyssey Wealth Design team had the opportunity to team up with The Finance Lab, a program which helps students from underserved communities, learn first-hand about the importance of financial and economic literacy. A group of young high school students from the Orange County area, visited our office, and attended a presentation given by Roberto and Ross. During the presentation, Roberto and Ross discussed their roles and responsibilities as financial advisors, basic budgeting concepts, and potential financial pitfalls for young people. Most importantly, they highlighted the value of learning financial management skills at an early age.
We are extremely excited to partner with The Finance Lab going forward, to help develop the future of financial literacy!
