Wealth Education Institute
Wealth Education Institute
Seraphim Wealth Education Institute
A fully registered 501 (C) 3 Public Charitable Organization
The focus of the Wealth Education Institute is to bring awareness and knowledge of all financial areas to our clients, and to target traditionally underserved individuals and small businesses through our outreach program. It is our goal to inform, educate, encourage, and guide our students/clients through a series of curriculum which is designed to grow and scale with the client. We will engage the client with seminars; scheduled classes; online podcasts, and one-on-one sessions to teach and enlighten them as they progress through their different financial phases. With the help of our partner organizations like Colleges/Universities, High School Districts, Civic Organizations, Labor Unions, Associations, Churches, Charities and Businesses, our goal is to bring financial investment education and financial intimacy to as many people as possible within our local communities and the nation.
Through the efforts of the George Institute of Finance & Technology INC (An EDU in the Process of Full Accreditation), It is expected that it's students and the related adults will become awakened and more aware of their money managements skills.
Seraphim Wealth Education Institute also offers Representative Payee Services whereby we assists clients by managing their monthly benefits, including Social Security Benefits, Veterans Benefits, Retirement Benefits or Third Party payments. As Fiduciaries we ensure all our clients major bills are paid, including rent, utilities, phone, insurance and cable. We also distribute weekly checks or fund client debit cards from their own accounts to ensure they have money throughout the month. We work with Community partners including case managers and mental health counselors to ensure clients’ needs are being met.
Seraphim Wealth Education Institute
A fully registered 501 (C) 3 Public Charitable Organization
The focus of the Wealth Education Institute is to bring awareness and knowledge of all financial areas to our clients, and to target traditionally underserved individuals and small businesses through our outreach program. It is our goal to inform, educate, encourage, and guide our students/clients through a series of curriculum which is designed to grow and scale with the client. We will engage the client with seminars; scheduled classes; online podcasts, and one-on-one sessions to teach and enlighten them as they progress through their different financial phases. With the help of our partner organizations like Colleges/Universities, High School Districts, Civic Organizations, Labor Unions, Associations, Churches, Charities and Businesses, our goal is to bring financial investment education and financial intimacy to as many people as possible within our local communities and the nation.
Through the efforts of the George Institute of Finance & Technology INC (An EDU in the Process of Full Accreditation), It is expected that it's students and the related adults will become awakened and more aware of their money managements skills.