Financial Literacy from Basic to Complex
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Speaker : ROBBIE TERRY
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When : Monday, January 27, 2025
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Time : 01 : 00 PM EST
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Robbie Terry Washington, CPA MBA .
Ms. Washington is owner of RTW Xxact Enterprises, LLC with more than 30 years’ experience in public accounting including with a Big Four, Ernst & Young. Her industry experience includes manufacturing, banking, private equity, real estate, telecommunications including tax - Department of the Treasury, IRS.
Robbie was also an Adjunct Professor teaching federal income tax at Notre Dame College of Ohio. She conducts internal and external training seminars and frequently speaks to outside organizations and associations. She is an advent blogger, conducts webinars and various presentations for community based and professional organizations.
Robbie recently founded a nonprofit organization called RTW Academy Inc and has conducted free tax preparation for the past 2 years with the IRS VITA/TCE program and teaches Financial Literacy & Workforce Development quarterly at Ohio’s correctional institutions.
Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing. It is a lifelong learning process that starts with basic concepts and evolves into complex financial strategies.
Financial literacy is a critical skill that evolves from basic understanding to complex financial management. At the basic level, it involves managing day-to-day finances, while intermediate literacy focuses on planning and investing for the future. Advanced financial literacy entails sophisticated strategies and a deep understanding of financial markets and economic principles. Developing financial literacy at all levels empowers individuals to make informed decisions, achieve financial stability, and build wealth over time.
Areas Covered
- Basic Financial Literacy
- Intermediate Financial Literacy
- Advanced Financial Literacy
Who Should Attend
Accountants, Auditors, Bookkeepers, CPAs, Attorneys, Small Business Owners/Entrepreneurs, Individuals, Bankers and Financial Advisors, Investors and Fund Managers, Educators, Nonprofit Managers, Government and IT Professionals
Topic Background
The background of financial literacy traces its roots to the growing complexity of personal and global financial systems in the 20th and 21st centuries. As economies expanded and diversified, individuals faced increasingly intricate financial decisions regarding credit, investments, mortgages, and retirement planning. The global financial crises, such as the 2008 recession, underscored the dire need for financial education, highlighting the consequences of widespread financial illiteracy. Governments, educational institutions, and organizations worldwide began to prioritize financial literacy programs to equip individuals with the necessary skills to manage their finances, fostering economic stability and personal financial well-being.
Why Should You Attend
Financial literacy encompasses the knowledge and skills needed to make informed and effective financial decisions. At a basic level, it involves understanding concepts such as budgeting, saving, and managing credit and debt. As one progresses, it includes more complex topics like investment strategies, tax planning, retirement planning, and risk management. Advanced financial literacy entails a deep comprehension of economic principles, market dynamics, financial instruments, and the ability to analyze and adapt to financial trends and opportunities. Mastery of financial literacy empowers individuals to achieve financial stability and growth, make strategic decisions, and navigate the complexities of the financial world with confidence.
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$160.00
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