TFO Life Academy for Clients of TFO Family Office Partners
Where Life is Always in Session
We provide knowledge, tools, and resources to assist our clients in cultivating various forms of capital, including intellectual, financial, social, and human, to encourage independence and overall well-being.
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Podcasts
Julie Johnson of XY Communications Joins Us for a Two-Part Podcast on Closing the Generation Gap in the Workplace
Understanding and navigating the generation gap in the workplace is essential for enhancing both communication and productivity. As organizations become increasingly diverse, bridging the divide between different age groups can significantly impact overall team dynamics and effectiveness.
Tools & Resources
Our Most Recent Financial and Life Learning Pieces
Learning never ends. And because working towards your financial and life goals takes discipline, courage, and conviction, TFO Life Academy is continuously creating new educational pieces for various life moments. Here are some of our more recent news items and insights.
TFOLA News
TFO Life Academy Proud to Launch Its Newest Learning Initiative: RightTrak
Today, TFO Life Academy is proud to introduce the launch of its newest learning initiative for our client families – RightTrak. RightTrak is a fully digital financial education program designed to teach our client families’ high school students, college students, and young adults the fundamental foundations of managing, growing, protecting, and sharing wealth. Complete with video lessons, infographics, games, quizzes, assignments, real-life scenarios, and more, RightTrak makes financial learning fun. Challenge the next-gen learner in your family to complete RightTrak over the summer br...
At TFO Life Academy, we believe that…
Learning and implementing healthy financial habits shouldn’t be difficult or cumbersome.
According to a study done by the Council for Economic Education1, those exposed to mandated personal finance education made better personal financial decisions than their peers with little to no exposure. Understanding the long-term benefits of knowing and implementing healthy financial habits, we believe it’s our obligation to equip our clients and their families with the tools necessary for success.
Our education program, TFO Life Academy, focuses on providing individuals with the tools and skills to help manage their finances and work towards financial well-being.
We strive to help learners:
- Understand the impact of financial choices
- Incorporate informed financial decisions
- Set financial and personal goals in planning for the future
- Manage various challenges associated with life events
1 Cole, Shawn, Anna Paulson, and Gauri Kartini Shastry. High school curriculum and financial outcomes: The impact of mandated personal finance and mathematics courses. Journal of Human Resources 51.3 (2016): 656-698 https://www.councilforeconed.org/impact/”
Next-Gen Financial Learning
Life Academy proud to launch RightTrak. A new self-paced online financial education curriculum.
RightTrak is a financial education curriculum specifically designed to help high school students, college students, and young adults of our client families learn the fundamental foundations of wealth.
Through an enjoyable and customized user experience complete with games, assignments, video lessons, quizzes, scenarios, and much more, we make financial learning fun, and in the process, can help pass down lifelong lessons which can lead to financial independence and success.
As part of our mission to being more for our client families, RightTrak is an engaging, gamified financial learning program for next-gen learners. Play the video above to see how we’ve made financial learning fun for your younger family members.
Our Mission
Our program strives to provide financial education and life skills to help learners of all ages be independent and successful.
We help accomplish this mission by offering different levels of Life Academy, each designed to help you better understand the fundamental foundations of managing money and life transitions.
Frequent webinar and in-person events to further your “Life” Learning
Our Life Academy team is always busy thinking about new webinar events and in-person workshops bringing subject matter experts on various financial and life topics.
WE ALSO OFFER A SERIES OF CUSTOMIZED, IN-PERSON LEARNING OPPORTUNITIES
Customized learning programs based on level of experience and needs are delivered in a small group or one-on-one setting with one of our financial coaches.
OUR TEAM
A group passionate about furthering financial and life education for all age groups.
The TFO Life Academy Team
Our Life Academy Professionals share their experience and expertise to help individuals maximize their personal and financial capital and live purposefully.
The Firm Behind TFO Life Academy
TFO Life Academy was formed in direct response to the needs and goals of the families our registered investment advisory firm, TFO Family Office Partners, serves.
TFO Family Office Partners’ mission is empowering families to thrive by Connecting Wealth and Purpose®. TFO Family Office Partners helps high-net-worth and ultra-high-net-worth families identify what they want to accomplish with their wealth and how to best achieve those goals. The firm’s approach begins by listening to clients communicate about who they are and what’s important to them. The team at TFO Family Office Partners then uses their expertise in investing, income taxes, estate planning, and family office services to build and implement plans to help clients’ wealth endure life’s inevitable transitions.