To serve the community by providing financial seminars and tools for budgeting, financial goal setting, debt management, investment basics, wealth accumulation and wealth management. To provide need & academic-based scholarships for college students.

Philanthropy , Philanthropy, Charity & Voluntarism Promotion

The organization conducted seminars providing information and tools for budgeting, financial goal setting, debt management, investment basics, wealth accumulation and wealth management. Seminars conducted for high school students also included presenting information about careers in accounting, tax, banking, financial planning and investment advising. The organization also awarded scholarships to college students. other expenses that are for the ongoing operations of the foundation to present more seminars that were not direct expenses of the seminars presented this fiscal year.