Clarity, Confidence and a Clear Plan for Your Future

Financial Literacy Course

Money shouldn’t feel complicated

And learning it shouldn’t feel like a lecture.

This Financial Literacy Course breaks it all down —
the real-life stuff schools skipped:

✅ Debt management
✅ Estate planning
✅ Asset protection
✅ Investment risk (and how to avoid it)
✅ Life insurance & annuities

✅ Healthcare in retirement
✅ Building your plan
✅ Why old-school wealth building fails
✅ How to spot bad advisors

No jargon. No boredom. Just clarity that sticks.

Know your money. Own your future. Get educated.

To register, fill out all fields and create your username and password. Use Log In if already registered.

Considering a 401(k) or Reviewing Your Current Plan?

A well-structured 401(k) can be one of the most impactful ways to support your employees’ financial wellness.

Benchmark your current plans cost and fees

Explore strategies to maximize employer benefits and potential tax advantages

Easily communicate plan benefits and simplify enrollment.

Supporting Your Team's Retirement Confidence Starts Here

See How It Works

Disclosures:

J. Silvagni is an Investment Adviser Representative

Investment advisory services are offered through Advisor Share Wealth Management (ASWM) doing business as Maui Wealth Solutions LLC., a registered investment advisor. ASWM, Maui Wealth Solutions LLC and A Financial Road Map operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

PLEASE NOTE:
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Advisor Share Wealth Management ADV 2A Brochure | Jay Silvagni ADV Part 2B Brochure | CRS Brochure |