News from SVA Plumb Financial


SVA Supports Junior Achievement Through the JA Finance Park Workshop

By SVA Financial Group | 12/16/2019

On December 10, 2019, a team from SVA took time out of their busy schedules to support Junior Achievement through their workshop JA Finance Park. SVA’s volunteers met with students to teach them the principles of finance such as the value of saving and the practice of preparing a budget. Volunteers included Trish Larson, Kelly Lagore, Erin Breber, Jenna Minton, Katie Rieger, Josiah Boucher, Keith Kuzera, Craig Maternowski, Mitchell Ahmad, Nate Cowen, Bonnie Lilley, Patrick Cahill, Kyle Kryszak, William Fisher, and Chris Ponteri.

JA Finance Park is a simulated workshop located inside the Junior Achievement Kohl’s Education Center and is geared toward 7th thru 12th graders. This simulation is an authentic reality based, hands-on economic and educational program for middle and high school students introducing young people to new concepts centered on personal finance, decision making and career exploration.  This program enables students to build a foundation for making intelligent and lifelong personal finance decisions.  Students receive family and income scenarios, then visit several businesses to pay bills such as insurance, clothing, food, transportation, housing, childcare, utilities, credit cards and several other real world expenses.  Students are sole providers for their family and must accommodate the needs of the family without overspending.  The students are required to complete 18 in-class lessons prior to their visit to JA Finance Park.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.