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Our Purpose Matters

Who We Are

Financial Literacy is dedicated to offering free education on crucial financial topics. By emphasizing the impacts of taxes, inflation, and market risk, we aim to empower everyone in their retirement planning. Our educational materials include supportive resources like slides and direct assistance.

Welcome
to Our Site

Annie Ting

I am an independent insurance contractor joining in the WFG Financial Literacy Campaign.  We offer free classes in Financial Literacy to help people in planning their financial future.

My background

1973-1977 BS Chemistry  Barnard College  Columbia       University.

1978 BS Accounting SUNNY State University of New York 

Regents External Degree Program.

1981-1082 MS Business administration and Computer science Baruch College. 

1980-2000 Computer consultant for Chase

2000-2006  VP for JPMorgan Chase Private Bank 

2007-2009 Futures trader

2014-now  WFG independent insurance agent

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