- Wealth Management
Was your business affected by COVID-19? Business owners may qualify for up to *$26,000 per eligible employee on their payroll with the Employee Retention Credit. Click below to check your eligibility.
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From paying for college to developing saving strategies, learn how to be more financially prepared in the years ahead.
Setting financial goals isn’t easy, especially for young adults and teens. This program will help them prepare for financial independence.
Are you prepared for retirement? This program will help you plan today for the life you want in retirement. Explore important financial planning topics like investment strategies, estate planning, and social security so you can have a comfortable retirement.
Paying for education can seem expensive and overwhelming. But don’t worry – you’re not in it alone! This program will help you understand the costs associated with financing an education and navigate the application and repayment process.
If you are in the position to observe the financial behaviors of a senior or aging adult, then you also have the power to prevent elder fraud. Protect your most vulnerable members by educating yourself on common scams and prevention measures.
There’s a lot to know about buying a home. It starts with knowing where you stand financially and what it takes to become a homebuyer. This program will give you the confidence to start the process on the right foot.
Are you looking to better understand payment options for your lifestyle? Or pay off existing loans and debt? This program will help you understand different payment and payoff options.
Are you stressed about money? Don’t worry – you’re not alone and help is available! This program will help you understand key financial concepts and make better decisions related to managing your money.
We know you face important financial decisions when it comes to starting a business. We are here to help! This program will deliver the critical knowledge and skills you need to finance the growth of your big idea.
The Amerant KYC Program is an important step in helping the U.S. government prevent identity theft, financial fraud, money laundering and global terrorist financing. Knowing you helps protect your identity and maintain the privacy of your banking transactions.
The My Money Program, created by the Florida Department of Financial Services is a comprehensive and inclusive financial literacy program and resource clearinghouse for individuals with developmental disabilities, their family members and caregivers.