Education Services

Preparing the next generation

 

Education and experience are critical elements of preparing heirs to effectively contribute to the family mission. That is why Key Family Wealth provides your family exclusive access to educate future generations on the fundamentals of banking, investments and trusts. 


Our interactive courses, from grade school to high school, college and beyond, teach critical financial concepts to help your family members prepare for what lies ahead. Powered by EverFi, a leader in web-based financial education, the courses are designed to make them feel more confident about managing money and preparing for their financial future.

K-12

Grade school topics

 

  • Responsible money choices
  • Income & careers
  • Financial planning
  • Credit & borrowing
  • Insurance & safety
  • Savings & investing

Middle school topics

  • Building a business
  • Entrepreneurial thinking
  • Generating business ideas
  • Introduction to market research
  • Building a team
  • Growing a business
  • The cost of doing business
  • Promoting your business

High school topics

  • Banking, savings, credit cards & investing
  • Payment types
  • Financing higher education
  • Renting vs. owning a home
  • Taxes & insurance
  • Consumer fraud

College

College topics

  • Managing financial aid, grants, student loans and scholarships
  • Budgeting
  • Lifestyle expenses
  • Credit card use and fees
  • Cybersecurity
  • Financial goal-setting
  • Renting vs. owning

Young Adults

Adult topics

  • Auto loans
  • Checking accounts
  • Considering home ownership
  • Credit management
  • Emergency savings  
  • Estate planning 
  • Financing higher education 
  • Identity protection 
  • Insurance 
  • Investments 
  • Mobile payments 
  • Mortgages 
  • Retirement planning 
  • Savings 
  • Social Security 
  • Stock options 
  • Taxes 
  • Education savings plans 
  • Elder care
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As of  6/30/22

Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.

Investment products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY

KeyBank does not provide legal advice.