Let's Talk About It!
Grab a cup of coffee (or tea) and your favorite notebook to join me and special guest speakers for a conversation about money.
This year's theme is, "The Blueprint" What have you been called to build or create that will impact your family and community for the glory of God? Is it a more stable financial life, a business, or generational wealth? Join us as we discuss these topics and more.
Sessions will be held virtually on the following dates:
February 6, 2021- Planning for Wealth and Retirement
March 6, 2021- Legacy and Passing on Generational Wealth
April 3, 2021- Thriving in the Midst of Tough Times
May 1, 2021- Student Loans
June 5, 2021- Millennials and Money
July 17, 2021- The Gig Economy
August 7, 2021- Do You Really Need to Start a New Non-Profit?
September 4, 2021- Investing Basics 101
October 2, 2021- Investing Basics 102
November 6, 2021- Investing Basics 103
December 4, 2021- Investing Basics 104
Planning for Wealth and Retirement
Jermile’ Batten is a native from Richmond, VA who currently works as a Financial Consultant for Fidelity Investments in Arlington, VA. She studied finance at Elon University in NC. She has been working in the financial industry for almost a decade and acquired her CERTIFIED FINANCIAL PLANNERTM designation in 2016. She leverages her experience to help individuals and families develop a plan for their retirement and financial planning needs through one of the largest and well-respected investment brokerage firms in the world.
HOST A MONEY CONVERSATION
For Your Family and Friends
Invite the special people in your life for a time to gather and discuss a financial topic of your choice. Each event will include a fun, money personality type card game, and a discussion around one of the following: Earning/Under-Earning, Credit and Debt Management, Saving, Giving, and Protecting Your Assets. You can choose to host all 5 sessions too! The choice is up to you!
Here's What You'll Need to Do in 3 Easy Steps:
1. Contact Salathia to book a date, time and event topic. *Cost per event and includes materials.
2. Decide on the location. This is your party, so make it as simple or lavish as you like. You may want to host an event in your home, restaurant, library, or other public/private space.
3. Invite your guests.
Money Personality Type card game included with event topic of your choice.
1. Earning and Under-Earning
2. Credit and Debt Management
4. Giving (Philanthropy)
5. Asset Protection
Plan for 3 hours. This gives you and your guests time to grab a snack, get settled, play the card game, and participate in a facilitated discussion around the topic of your choice. If you plan to host future sessions with the same group of people, 2 hours is all the time you'll need because we will not have to play the card game.
Your guests can expect to leave with tips, tools, strategies, and resources to help them achieve their financial goals based upon their values.