Inspiring the Next Generation - Junior Achievement Volunteer Event

    | June 10, 2024


    At Telemus, we believe that businesses play a vital role in shaping a brighter future for their communities.

    Our financial advisory team recently participated in a Junior Achievement of Southeastern Michigan (JASM) event with Detroit Premier Academy. We engaged with students in grades 7 through 12 in a budgeting simulation. This hands-on experience allowed students to manage a month’s worth of adult finances, teaching them how to save, budget, and make informed financial decisions.

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    Six dedicated Telemus volunteers, each representing a different area within the financial sector—including advisory, insurance, and investment—participated in the event. Their involvement imparted valuable financial knowledge to the students and fostered a sense of community and mentorship.

    Engaging with the students and guiding them through financial simulations was a fulfilling experience for our team.

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    “Participating in the Junior Achievement event was incredibly rewarding. Seeing the students' faces light up as they grasped concepts like budgeting and saving was truly inspiring. It reminded me of the importance of financial literacy and how vital these skills are for their future success.” Ari Fischman, CFP®, Principal, Sr. Insurance Advisor, shared.

    Financial literacy is a critical skill that empowers individuals to make informed decisions about their money. Understanding financial concepts such as budgeting, saving, and investing can set the foundation for a secure and prosperous future for young individuals.

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    At Telemus, we recognize the importance of financial literacy and actively contribute to initiatives that promote it. Our financial advisory services aim to educate and guide our clients in making intelligent financial decisions. By sharing our expertise with the next generation, we hope to cultivate a community that values and practices sound financial management.

    About Junior Achievement

    Junior Achievement of Southeastern Michigan (JA) is dedicated to inspiring and preparing young individuals to thrive in a global economy. The organization achieves its mission through volunteer-led lessons and experiential learning activities that promote financial capability, career readiness, and entrepreneurship. If you’d like to learn more about Junior Achievement’s work and volunteer opportunities, please visit their website.



    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Kovitz Investment Group Partners, LLC (“Kovitz”) DBA Telemus Capital. Telemus Capital is a division of Kovitz, a registered investment adviser with the Securities and Exchange Commission (SEC). Telemus Capital’s main office is located in Southfield, Michigan. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance, and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.




    Telemus is a place where financial security is just the starting point. A place where you can identify and realize a more profound, more aspirational mission – to leverage your wealth to help you achieve your envisioned future. Through a deep and thoughtful exploration process with a unique team of experts, we help you define what financial and personal achievement means. By igniting a partnership with Telemus, we will help you attain personal life enrichment, your grandest visions, and your life’s most important goals. At Telemus, we have a different perspective on your financial life. When you take a seat at the Telemus Roundtable, you gain access to the most compelling conversations and inspired solutions for your financial future. We offer you a brand new, more holistic outlook far beyond just investment management which we know will serve as the inspiration for a more enriched life.

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