FINANCIAL LITERACY AND ESTATE PLANNING PROGRAM
Join our Financial Literacy & Estate Planning Program and embark on a transformational journey toward financial empowerment. This program's mission is to equip you with the knowledge and tools to build a rock-solid financial foundation and ensure your wealth endures for generations to come. Led by the esteemed Attorney Portia Wood, this eight-session course covers a wide range of topics meticulously designed to empower you on your path to financial success.
Attorney Wood, a founding partner of Wood Legal Group, LLP, and the visionary behind Black Trust Fund Kids, exemplifies her commitment to building and safeguarding wealth within the Black community. Her achievements, including being recognized as a Seven-Time Top 40 under 40 Attorney by the National Association of Black Lawyers, showcase her dedication. Her personal experiences and devotion to her family and community make her the perfect advocate for the principles explored in this course.
Throughout these eight sessions, we will delve into essential financial topics, such as Financial Literacy, Budgeting and Saving, Credit Management and Debt Reduction, Investment Basics, Retirement Planning, Insurance and Risk Management, Introduction to Estate Planning, and Advanced Estate Planning Strategies. Each session imparts valuable insights and practical strategies to empower you to take charge of your financial future. Don't miss out on this opportunity to transform your financial destiny. Join us today.
MODULE 1: Introduction to Financial Literacy
- Understand the basics of personal finance
- Learn the importance of financial literacy
- Set financial goals for yourself and your family
Module 2: Budgeting and Saving
-Create a budget that suits your lifestyle
- Explore effective saving strategies
- Build an emergency fund and long-term savings plan
MODULE 3: Credit Management and Debt Reduction
Date: November 2 2023 at 6:30pm EDT
- Master credit management techniques
- Develop a plan to reduce and manage debt
- Improve your credit score
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MODULE 5: Retirement Planning
Date: : January 18 2024 at 6:30pm EDT
- Plan for a secure retirement
- Explore retirement account options
- Maximize your retirement savings
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MODULE 4: Investment Basics
Date: November 16 2023 at 6:30pm EDT
- Explore different investment options
- Understand risk and return in investments
- Create an investment strategy that aligns with your goals
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Module 6: Insurance and Risk Management
Date: February 1 2024 at 6:30pm EDT
- Learn about various types of insurance
- Understand risk management strategies
- Protect your financial future through insurance
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Module 7: Introduction to Estate Planning
Date: February 15 2024 at 6:30pm EDT
- Discover the importance of estate planning
- Understand key estate planning documents
- Begin the process of creating your estate plan
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Module 8: Advanced Estate Planning Strategies
Date: March 7 2024 at 6:30pm EDT
- Dive into advanced estate planning techniques
- Explore legacy wealth preservation strategies
- Ensure a secure financial future for your loved ones
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MODULE OVERVIEW
PROGRAM BENEFITS
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Access to monthly online workshops with expert instructors.
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Interactive lectures, discussions, and actionable next steps.
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Discounts on legacy wealth estate plans (limited availability).
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Practical knowledge and tools for financial stability and wealth building.
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Networking opportunities with fellow community members.
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