Financial Education! We start by understanding the concepts of the Rule of 72, compounding interest, suitability of investments and how to make them work for you and those you cherish. Then we visit the “first step” in assessing any financial goal for an individual or family (according to the Securities Training Corporation); all the various versions of life insurance to see how they can support your financial plan. This includes life insurance plans with a cash-value component that provides strategic tax advantages to support tax-free options. We then go into various kinds of annuities that can strengthen your retirement portfolio. The learning culminates with the FAFSA and how to use it as early as when a baby is born to as late as the retirement years to understand how to strategically get a partial or full college tuition refund and strengthen retirement goals at the same time.

Schedule a FREE financial education session to learn innovative strategies on financial education and retirement preparation.

Dr. Vazquez has presented on campus to elementary schools, middle schools, high schools, colleges, and professional audiences. With 20+ years of helping families and schools from K-12 through college, he shares his message of persistence which is focused on the three tenets of:

• Leadership
• Civic Engagement
• Academics

These three tenets are the focus of most competitive college application processes; from state schools, to private schools, to any scholarship application.

Marcelo's energetic style is also a part of his effectiveness. His discussions about awakeing the leader, the community servant, and the "A+ time managment" potential in EVERY student leaves the audience with an awareness of how to take the three tenets and start applying them to school and overall excellence.