Financial Education
FOR THE NEXT GENERATION
You want to be prepared to manage the important financial decisions that are likely ahead of you. Here you’ll find practical tips and tools as you think about the financial impacts of major life events, so you’re equipped to make informed financial decisions today and throughout your life.
financial basics
protecting yourself
trust & estates
business
To get the most out of our Financial Education program, complete the Financial Literary Assessment and decide which topics to cover with your advisor. You can also use our worksheets to evaluate your goals, values and current net worth.
About the Financial
Education Program
How do you prepare yourself to manage the important financial decisions that are likely ahead of you? Start by expanding your financial knowledge with our Financial Education program — designed to provide you with a solid foundation to help you make informed financial decisions today and throughout your life.
Whether you’re interested in buying a home, adding to your investment portfolio, contributing to a favorite charity or starting your own business, we’ll give you the information you need to get started. Helping you succeed is what the Financial Education program is all about.
Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax, or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
| Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Bank of America Private Bank is a division of Bank of America, N.A., Member FDIC and a wholly owned subsidiary of BofA Corp.
Trust and fiduciary services are provided by wholly owned banking affiliates of BofA Corp., Members FDIC including Bank of America, N.A.
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.
Bank of America, N.A., and U.S. Trust Company of Delaware (collectively the “Bank”) do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when the Bank is offering or providing credit solutions, banking, custody or brokerage products/services or referrals to other affiliates of the Bank.
Bank of America, N.A., Member FDIC. Equal Housing Lender 
4940606-EXP-2023-09-16
