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

Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) and KeyCorp Insurance Agency USA Inc. (KIA).

Banking products and services are provided by KeyBank, Member FDIC. Trust and certain custody and investment management products are provided by KeyBank, a national bank with fiduciary powers. KeyBank is an Equal Housing Lender. All loans provided by KeyBank are subject to underwriting, credit, and collateral approval, in addition to origination or other transaction fees. Financing availability may vary by state. Restrictions may apply NMLS ID 399797.

KeyBank and its affiliates do not provide tax or legal advice. Individuals should consult their personal tax advisor or attorney before making any tax-related investment decisions.

Investing involves risk, including potential loss of principal amount invested. There is no guarantee that investment objectives will be achieved. Past performance does not guarantee future results. Asset allocation and diversification do not guarantee returns or protect against losses.

This program is powered by Blackbaud doing business as EVERFI (“EVERFI”), a web-based financial education provider. KeyBank National Association (“KeyBank”) has arranged for clients to have access to such program.  KeyBank and EVERFI are not affiliated, and KeyBank is not responsible for and assumes no liability for the services provided by EVERFI. The articles, classes and programs available through EVERFI are for educational purposes only. They are not intended to be construed as the provision of specific investment, tax or legal advice by KeyBank, its subsidiaries or affiliates, nor a warrant, endorsement or guarantee of any products or services provided by EVERFI. You should consult with your own advisors about your particular situation.  By taking any of the courses you agree to EVERFI’s Terms of Service and Privacy Policy. 

Non-Deposit products are:

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