Raymond James Cares Month: Global Wealth Solutions Group and Lisa Detanna Promote Youth Financial Literacy in California

BEVERLY HILLS, Calif., July 10, 2026 — Community organizations and financial professionals are expanding financial literacy programs to help young people develop money management skills and understand responsible financial choices from an early age. Global Wealth Solutions Group of Raymond James and Lisa Detanna participated in Raymond James Cares Month by hosting a financial literacy event for youth in Southern California. The event included storytelling, discussions, and educational resources designed to introduce children to saving, spending, and responsible money management. The first of three planned events brought students from the Boys & Girls Clubs of Carson together for a financial education session led by Detanna, Managing Director, Senior Vice President of Investments, and Private Wealth Advisor at Global Wealth Solutions Group. The session featured her children’s book, Treasures in a Winter Vault, along with learning materials designed to introduce students to basic financial concepts in an engaging format.

The initiative builds on Detanna’s long-standing commitment to financial education and community outreach. Through her work with youth programs and her co-authored children’s book, she has focused on making financial topics easier for younger audiences to understand. The event incorporated storytelling as a foundation for conversations about saving money, spending choices, and developing responsible financial habits. Students participated in discussions about the lessons presented in the book and explored how those ideas could relate to their own daily experiences. By introducing financial concepts at an early age, the program helps children develop an understanding of money management before they begin making larger financial decisions later in life.

Storytelling Creates Early Money Awareness

The Boys & Girls Clubs of Carson event welcomed 35 elementary-aged students who participated in a reading session featuring Treasures in a Winter Vault. The story helped introduce concepts such as saving for future goals, distinguishing between needs and wants, and understanding the importance of responsible choices. Instead of presenting financial topics through traditional classroom methods, the session connected money lessons with storytelling, allowing students to engage with financial ideas through characters, examples, and group discussions. Detanna’s work highlights the value of introducing financial education during childhood, when many foundational habits and attitudes begin to form.

Detanna has previously supported programs focused on financial education for children, teenagers, and young adults. Her efforts reflect a commitment to expanding access to money management knowledge across different stages of life. Financial literacy programs can help young learners understand how everyday decisions relate to future financial outcomes. By teaching concepts such as saving, budgeting, and responsible spending, these initiatives provide students with knowledge that can support their personal and financial development as they grow older.

Educational Resources Extend Lessons Beyond the Event

Following the reading session, each student received a copy of Treasures in a Winter Vault along with a Money Smarts workbook and activity kit. These resources were designed to help students revisit the topics discussed during the event and encourage conversations about money management at home. The Money Smarts workbook was developed by Terri Steffner, Practice Business Manager of the Global Wealth Solutions Group, and included activities created to help students explore financial concepts through age-appropriate exercises. The materials provided students with additional opportunities to learn about saving, spending, and financial responsibility beyond the event itself.

Educational resources such as books, workbooks, and activity kits can help connect financial lessons with everyday experiences. While schools often teach mathematics and problem-solving skills, personal finance education is not always included in early learning programs. Community-based initiatives help introduce children to financial topics through accessible formats that encourage participation from students and families. Through these resources, Global Wealth Solutions Group and Lisa Detanna are supporting efforts to make financial education available to younger audiences while encouraging families to discuss money habits at home.

Raymond James Cares Month Supports Community Engagement

The financial literacy event was part of Raymond James Cares Month, an annual initiative focused on community service and volunteer activities. Through the program, employees and advisors participate in projects that support communities in different regions. The Southern California financial literacy initiative includes three planned events with Boys & Girls Clubs in the area, providing more students with opportunities to learn about saving, goal setting, and responsible financial decisions. These activities reflect the role financial professionals can play in supporting education initiatives outside traditional advisory relationships.

For Global Wealth Solutions Group, community education represents an extension of its work in wealth management. The Beverly Hills-based organization provides services including wealth management, investment consulting, retirement planning, philanthropic planning, and estate planning for individuals, families, business owners, and institutions. By participating in youth education programs, the organization shares financial knowledge with a wider audience while supporting efforts to improve financial literacy among younger generations. Raymond James Cares Month provides a platform for advisors and employees to contribute time and expertise to community-focused programs.

Building Financial Knowledge for Future Generations

Lisa Detanna’s involvement in financial literacy initiatives reflects her career focus on helping individuals and families understand wealth management. She has also received recognition among leading financial advisors, including inclusion in Forbes Advisor rankings. Her work with young learners highlights the importance of introducing financial concepts before individuals begin making significant financial decisions. Early exposure to saving, earning, and spending principles can help children develop an understanding of money management that remains valuable throughout their lives.

Programs such as the Raymond James Cares Month financial literacy events demonstrate how financial education can reach audiences beyond traditional advisory services. Through books, activities, and interactive discussions, these initiatives create opportunities for students to learn about financial responsibility in an engaging format. Global Wealth Solutions Group and Lisa Detanna’s youth outreach efforts demonstrate how financial professionals can contribute to community education while helping prepare younger generations for future financial responsibilities. As interest in financial literacy grows worldwide, programs that introduce children to money concepts during their early years can play an important role in supporting informed financial decisions in the future.