We’re HELPING ADVISORS BUILD CLIENTS FOR LIFE
Partner with Geared Up Youth to engage the next generation through financial literacy AND LIFE SKILLS workshops.
At Geared Up Youth, we create interactive workshops that give advisors a powerful way to connect with young people and their families. Each session is designed to be engaging, practical, and relationship-driven — opening doors for long-term trust.
Watch this!
4 Dynamic WORKSHOPS TO CHOOSE from
Our teen workshops give financial advisors a unique way to add value for their clients and community. By partnering with us, you can offer interactive sessions that teach teens real-world money skills—like budgeting, saving, credit, and investing—alongside other life skills that build confidence for the future.
We handle the curriculum and engagement, while you get to deepen relationships with families, showcase your expertise, and position yourself as a trusted resource for the next generation.
Money Management
Earning Power
Budgeting
Bank Accounts
Borrowing
Investing/Retirement
Taxes/Tax Forms
Career & Professional development
Choosing a Career
Networking
Entrepreneurship
Resumé Building
Public Speaking
Interviewing
Career Advancement
Health & Wellness
Basic Nutrition
Meal Preparation
Exercise
Sleep
Conflict Management
Personal Safety
DIVERSE SKILL SETS
Dining Etiquette
Car Maintenance
Time Management
Insurance
Voting
Estate Planning
Transitioning to College
EACH WORKSHOP INCLUDES:
✔ Up to 2-hours of expert-led instruction—you choose the date and time!
✔ A 113-page hardcover Geared Up Youth Life Skills Workbook—theirs to keep!
✔ Geared Up Youth swag and giveaways
✔ Exercises to promote interactive learning
✔ Action steps they can immediately apply to each topic
✔ Plenty of snacks to keep your teen fueled (add-on)
✔ Figures/Visuals to promote visual learning
✔ Key Points to highlight important info in each section
✔ Summary to summarize and conclude each section
✔ Reflection Questions to create a personalized learning experience and promote thoughtful reflection
✔ Action Steps to put what the students learned into action
What if teaching teens about money could also win their parents’ trust? That’s exactly what happened when we teamed up with Redeem Wealth for a financial literacy workshop. The result? Smiles, smart questions, and client relationships that go deeper than any sales pitch.
Curious how it all unfolded? Read the full blog post to see why serving teens can be one of the smartest strategies for financial advisors.
READ OUR LATEST BLOG: “HOW We Helped a Financial Advising Firm Get Clients for LifE”
WORKSHOP PRICING
We believe every teen deserves access to real-world skills that build confidence and independence. Our workshops are affordable, flexible, and designed to meet the needs of both families and community partners.
Our advisor partnership pricing is designed to make it easy for you to add value for your clients without adding extra work to your plate. Starting at just $40/student, we offer flexible rates when you host a workshop, allowing you to provide teens with practical money skills while strengthening family relationships and positioning yourself as a trusted guide for the next generation.
📩 Interested in hosting a workshop or learning more about partnership options? Fill out the form below and a member of our staff will be in touch within 48 hours!
HAVE QUESTIONS? WE’VE GOT ANSWERS!
What is the advisor partnership program?
Our partnership program allows financial advisors to host workshops for teens in their client base or community. We provide the curriculum, materials, and facilitation so you can add value without extra workload.
How is pricing structured for advisors?
We offer flexible rates depending on the number of participants and type of engagement. Partnership pricing can include discounted group rates or referral-based incentives. Contact us for a tailored quote.
How many teens can attend a workshop?
Workshops are designed to accommodate small groups (10–25 teens) for optimal interaction, but we can scale for larger groups or multiple sessions upon request.
What topics do workshops cover?
Our workshops focus on real-world skills like money management, budgeting, saving, credit, and investing, as well as practical life skills such as career readiness and decision-making. There are (4) types of workshops to choose from (see above).
How do I schedule a workshop?
Simply reach out through our contact form or email us at hello@gearedupyouth.com, and we’ll work with you to find a date, location, and group size that works best.
How much preparation is required from me?
Very little! We handle the curriculum, activities, and engagement. You can participate as a guest advisor if you want to add your expertise, or let us run the session independently.
Are workshops virtual, in-person, or both?
We offer both options! In-person sessions provide hands-on activities, while virtual workshops are interactive and engaging through our online platform.
Can workshops be customized for my clients?
Absolutely. We can tailor content to focus more on financial literacy, life skills, or a mix depending on your goals and the needs of your teen audience.
Can I participate in the workshop?
Absolutely! You can join as a guest advisor, participate in discussions, or simply observe—whatever fits your role and comfort level.