Financial Education

Knowledge Is the Foundation of Financial Success

Jennifer Kramer founded Live Money Wise in 2008, years before launching Jayco Wealth Management, with a single mission: make financial education accessible, practical, and empowering. That commitment to education remains central to our firm’s identity today.

We offer seminars and workshops designed to give individuals and groups the tools they need to understand their finances and take meaningful action.

Seminars & Workshops

We deliver engaging, jargon-free presentations tailored to your audience — whether that’s a corporate lunch-and-learn, a community organization, a women’s group, or a professional association. Topics include:

• Retirement planning fundamentals
• Investing basics and portfolio construction
• Tax planning strategies for individuals and business owners
• Budgeting, cash flow, and debt management
• Estate planning essentials
• Navigating financial transitions (job change, divorce, inheritance)

Financial Education for Women

Women face distinct financial challenges and opportunities — longer lifespans, more frequent career interruptions, unique Social Security considerations, and historically lower rates of financial engagement. Jennifer is passionate about addressing these gaps and hosts workshops specifically designed around the unique financial needs of women.

Topics include wealth-building strategies for women, financial independence, investing with confidence, and planning for life’s major transitions.

Why Financial Education Matters

Even people who work with a financial advisor benefit from understanding the “why” behind their plan. An informed client makes better decisions, stays the course during volatility, and can advocate for themselves in every financial situation. Education is a gift that compounds.