News from SVA Plumb Financial

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SVA Supports Junior Achievement Through the JA Finance Park Workshop

By SVA | 12/14/2018

On December 4, 2018, a team from SVA took time out of their busy schedules to support Junior Achievement through their workshop JA Finance Park. SVA’s volunteers met with students to talk about the value of saving and to help them prepare practice budgets. Volunteers included Erin Breber, Katie Reiger, Sara Shaffer, Candace Kilford, Kelly Lagore, Jenna Minton, Keith Kuzera, Jay Neary, Craig Maternowski, Patrick Cahill, James Emmerich, Randy Godsell, Kyle Kryszak, Jack Clapham, Travis Nelson, and Corrie Saylor.

JA Finance Park is a simulated workshop located inside the Junior Achievement Kohl’s Education Center and is geared toward 7th thru 12th graders. This simulation is an authentic reality based, hands-on economic and educational program for middle and high school students introducing young people to new concepts centered on personal finance, decision-making and career exploration.  This program enables students to build a foundation for making intelligent and lifelong personal finance decisions.  Students receive family and income scenarios, then visit several businesses to pay bills such as insurance, clothing, food, transportation, housing, childcare, utilities, credit cards and several other real world expenses.  Students are sole providers for their family and must accommodate the needs of the family without overspending.  The students are required to complete 18 in-class lessons prior to their visit to JA Finance Park.

About SVA Plumb Financial

At SVA Plumb Financial, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.