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Canon Capital Wealth Management Kicks Off Financial Literacy Initiative

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Results from a recent Global Literacy Test show that only 57% of adults in the United States are financially literate. What does this mean? It means that nearly half of the U.S. population does not have the complete understanding of the tools and abilities needed to best manage their personal finances.

It is with this literacy ratio in mind that our Wealth Management division kicked off a new Financial Literacy Initiative. The first seminar was presented by Dr. Peter Roland, Managing Director of Canon Capital, on Wednesday, March 23 at our Hatfield location. This personal financial literacy seminar is the first of several educational seminars that will be offered free of charge to both Canon Capital clients and the public throughout the 2016 calendar year.

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“For many people, personal finance management can be overwhelming. It’s not that people aren’t smart enough, it’s that many people feel they don’t have the time to devote to it so they put it off. We believe that with the knowledge and tools presented in these seminars, people will be able to use their time more efficiently and therefore be more eager and better prepared to take a good look at their personal finances. When we all are able to make good decisions everyone benefits,” said Dr. Roland.

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This Financial Literacy Initiative is for adults of all ages with any level of financial knowledge who are eager to improve their ability to manage their financial resources effectively to meet their goals and gain a lifetime of financial security.

We want to hear from you. What topics would you like to see covered in our Financial Literacy Initiative? Please let us know in the comments.

You can listen to the March 23rd seminar via this webinar replay.

Canon Capital Management Group provides a single source of financial and business services to help you make the right decisions. For more information, call 215-723-4881 or browse our website.

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