Coffee

Mocha Money Meet Up's

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- Estate Planning 101

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

 
Melanie Lee photo.jpg

Estate Planning 101 

Join us for a discussion with Attorney Melanie Lee, ESQ. as we discuss the nuts and bolts of estate planning and preserving wealth.

 

Melanie M. Lee, Esquire is the owner of Lee Law Office. Ms. Lee concentrates her practice in the areas of Trusts & Estates, Estate Administration, and Elder Law. She received her B.A. from Howard University and her law degree from Washington and Lee School of Law. Lee is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys. She is an experienced and well rounded estate planner. Her firm’s philosophy is to help clients create, build and properly transfer wealth.

 

Attorney Lee is also a member of The Virginia State Bar; Virginia Bar Association (Sections on Probate, Trusts & Estates and Real Property), The Hill Tucker Bar Association, and The American Bar Association. Ms. Lee frequently writes and speaks on the importance of Estate Planning and issues concerning pre-death needs and Estate Administration.

 
Group Seflie

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. 

Event Topics:

Money Personality Type card game included with event topic of your choice.

1. Earning and Under-Earning

2. Credit and Debt Management

3. Saving

4. Giving (Philanthropy)

5. Asset Protection

Event Details:

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.