Estates & Transfer of Generational Wealth

All individuals should have 3 basic estate planning documents: Will, Durable Power of Attorney, Healthcare Power of Attorney. f an individual's net worth exceeds $5m ($10M for a married couple) then it may be necessary to consider planning that would help reduce estate taxes. One tool that is commonly used in estate planning is a Revocable Living Trust (RLT). An RLT is most typically used to eliminate the need for probate upon death. Avoiding probate can help reduce the time and expense to administer an estate. However, not every person needs a Revocable Trust. Whether a Revocable Trust is suitable for a particular individual depends on a number of factors, including the type of assets owned and each individuals specific goals for their estate

How I Made $500k in 12 Months Using Instagram

Generate a consistent income stream & get paid every time you post without burning yourself out on IG, having thousands of followers, or throwing money into Facebook ads. It's time to leverage organic strategies and implement proven methods to build a profitable brand.

Invest in Real Estate: The Absolute Best Wealth Growth Tool

This will be an opportunity for you to learn and gain useful insight into the real world of real estate investing through specialization in flipping homes to include multi-family and hold strategies in the multi-family real estate market as well. Session also will cover financing options and opportunities through Banks, Mortgage Lenders and Hardmoney lenders.

Small Business Growth & Innovation

Developing and driving business capability, capacity and efficiency through emerging technology and AI.

Show Me the Money

Prepare for whatever the year and beyond may bring

Franchise Your Business: A Proven Strategy for Growth & Success

Are you an entrepreneur and have run your business for at least a year? Have you ever thought about turning your business into a national franchise brand? Is this the right growth strategy for you? In this one-hour webinar, you will learn: Why franchising is the growth strategy for entrepreneurs, especially in and after a global pandemic. The reasons for and benefits of franchising your business. Understanding if your business is “franchise-able”. Turn your business into a franchise to create a lasting legacy that changes your life and the world!

Helping Build Wealth in Black Culture

The panel discussion on "Helping Build Wealth in Black Culture" aims to explore the challenges and opportunities that can help empower Black communities to create and sustain financial prosperity. This insightful and engaging discussion brings together experts, thought leaders, and successful individuals from various fields within the finance industry. The panelists will delve into the historical factors that have hindered wealth accumulation in Black communities such as limited access to resources and economic disparities. They will highlight how these challenges have shaped the narrative and perpetuated a wealth gap. Moreover, the panel will emphasize the importance of dismantling these barriers to promote financial inclusion and equality.

Managing Your Mind: Understanding Risk

Managing risk is one of the most important elements in a trading strategy. Learn how to weigh the potential gain and loss on a trade, consider probability, and implement steps you can take to manage trading risk effectively. Also understand our intrinsic shortfalls in managing risk.

Black Women and Finance

Join us for an engaging and insightful panel discussion that aims to explore the challenges black women face in their pursuit of building wealth while managing their careers, business and their households. Our panel of esteemed women financial professionals will share their expertise and personal experiences, providing practical insights and approaches that can help women navigate their financial journeys successfully. During the discussion we will explore various topics including the wage gap, impact of career breaks on long term financial growth and the importance of financial education and planning.

Crafting Your Ideal Retirement

What got you here, won’t get you there! If you want to live out your dream retirement you must plan for it and invest accordingly. Learn the three keys to creating a secure retirement and the investment strategies to mitigate retirement risk factors. Learn how the same investment strategies used to build your nest egg can lead to you running out of money in retirement..

Building Strong Financial Strategies for the Black Community

The Black community holds substantial economic power, yet unique challenges remain. This presentation covers strategies and best practices to help Black Americans establish strong financial foundations

Credit and Debt Management: Staying on Track to Achieve Your Goals

No matter how much you earn, it is wise to be diligent about maintaining good credit and proactively managing debt throughout your life. Join us for an informative seminar that will guide you through key things you need to know about credit and debt management.

Advancing Racial Equity Through Your Investments

Opportunities are emerging to advance racial equity and combat systemic racism through investment decisions. Learn what steps you can take to build a holistic investment strategy designed to promote racial injustice and equity.

Building a Strong Retirement for Yourself, Your Business and Your Community

The SECURE Act 2.0 was passed in 2022 to promote expanded retirement coverage and savings. Learn about its implications as we work to close the racial inequity gap in retirement savings. This session is for employers or employees.

Investing in the Future of Healthcare (Doing Good, while Doing Well)

As a nation, we spend nearly 20% of our GDP on healthcare and do not deliver significantly better outcomes than other developed nations. Several factors including; the Affordable Care Act, the COVID-19 pandemic and the recent developments in AI and ML have catapulted investment in digital health innovation. Learn about recent trends in the industry and strategies for finding opportunities to invest and change the narrative on healthcare.

Investing in Hotel Franchises

Ever wanted to know what it takes to own, invest and operate in Hotels? Serial Hotel Owner Evens Charles will unlock the mystery behind buying, investing and operating multiple Hotels.

Real Estate Investing + Financial Tools to Grow Income, Save Capital Gains Taxes and Plan Passive Income through Real Estate

We will discuss the tools that are available in the Real Estate finance space and walk you through the more complex world of real estate investment.

Small Business Growth & Innovation

Developing and driving business capability, capacity and efficiency through emerging technology and AI.