As part of Raymond James Cares Month, the Global Wealth Solutions Group of Raymond James recently hosted the first of three financial literacy events at local Boys & Girls Clubs in Southern California, helping introduce elementary school students to foundational money concepts through the power of storytelling.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260707459217/en/
Led by Lisa Detanna, Managing Director, Senior Vice President of Investments and Private Wealth Advisor, team members and management from the Raymond James Beverly Hills office were welcomed by 35 elementary-aged students at the Boys & Girls Clubs of Carson for an interactive reading and discussion of Treasures in a Winter Vault, a children’s financial literacy book co-authored by Detanna. The event encouraged students to think about saving, spending wisely, and building healthy financial habits at an early age.
Following the reading, students participated in a lively discussion sharing what they learned from the story and how the lessons applied to their own lives. Their thoughtful responses demonstrated that complex financial concepts can be understood when presented in an engaging and age-appropriate way.
“Our goal is to help young people develop confidence and understanding around money from an early age,” said Lisa Detanna. “Financial literacy is a life skill, and by introducing these concepts through storytelling, we can make learning both meaningful and memorable.”
Each student received a complimentary copy of Treasures in a Winter Vault along with a Money Smarts workbook and activity kit, designed to reinforce the lessons learned during the event and encourage continued conversations about money at home.
Detanna also expressed special appreciation to Terri Steffner, Practice Business Manager of the Global Wealth Solutions Group, for architecting and developing the Money Smarts financial literacy workbook used during the event.
“A special thank you to Terri Steffner for developing the Money Smarts workbooks that accompanied the books,” said Detanna. “These educational resources helped transform a simple reading event into a hands-on learning experience, giving the students practical tools they can continue using long after the event concluded.”
The event is part of a broader commitment by Raymond James and the Global Wealth Solutions Group to promote financial education and community engagement. Through the firm’s partnership with Boys & Girls Clubs of America, associates nationwide are helping empower young people with skills that can positively impact their future.
The Southern California book tour and literacy initiative will continue to include two additional Boys & Girls Club events in southern California, expanding the reach to even more students with engaging lessons on saving, goal setting, and smart financial decision-making.
For more information, visit: www.bgca.org
For more information, visit: https://www.globalwealthsolutionsgroup.com
“Empowering the next generation through financial literacy, one story, one lesson, and one child at a time.”
Raymond James & Associates, Inc., member New York Stock Exchange / SIPC. Raymond James is not affiliated with the Boys and Girls Club of America.
About Lisa Detanna
Lisa Detanna is a Private Wealth Advisor, and Senior Vice President of Investments, Managing Director with the Global Wealth Solutions Group of Raymond James in Beverly Hills, California. A passionate advocate for financial education, Detanna co-authored Treasures in a Winter Vault and actively supports programs that help young people build a strong financial foundation.
About the Global Wealth Solutions Group of Raymond James
The Global Wealth Solutions Group provides comprehensive wealth management, investment consulting, retirement planning, philanthropic planning, estate and legacy planning strategies, and financial education services to individuals, families, business owners, and institutions. Guided by a commitment to service, integrity, and lifelong learning, the team is dedicated to helping clients and communities thrive.
About Boys & Girls Clubs of America
For more than 160 years, Boys & Girls Clubs of America (BGCA) has provided young people with safe, supportive environments where they can learn, grow, and reach their full potential. Serving millions of youths through Clubs nationwide, BGCA focuses on academic success, character and leadership development, and healthy lifestyles. Through caring mentors, innovative programs, and community partnerships, Boys & Girls Clubs empower young people, especially those who need it most—to build great futures.
The Boys & Girls Clubs of Carson and other Southern California Clubs play a vital role in providing educational opportunities, enrichment programs, and positive experiences that help young people develop the skills and confidence needed to succeed both in school and in life.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260707459217/en/
Media gallery
