Family Office Director, Shannon Zur, leads an educational story hour with local Kindergartners. “Financial literacy is crucial and should start early. Everyday we help educate our client families. Whether we are explaining complex trust provisions, the significance of your credit score, or how to use arbitrage, there is always a need for education. I really enjoy sharing my knowledge, and the Reading Makes Cents program allows me to give back to the local community,” said Zur.
The Wisconsin Institute of Certified Public Accountants (WICPA) magazine, On Balance, featured Zur sharing the story “Start Saving, Henry!”.