Educational Seminars
Our educational seminars help boost your awareness and understanding so you can make good decisions for your money and your future.
Join us or we can host a seminar for you and your group!
The Essentials of Life Insurance
Did you know life insurance changes like our cell phones? There are always updates and different carriers offer different perks!
In this session, we explore the latest benefits and must-have features of life insurance and we discuss how it can be used as a tool to reach your money goals.
Building Generational Wealth
Tanesha joined the ladies of the Majestic View Podcast to discuss money mindset, stigmas in communities of color, how to help aging parents with their money matters, how to talk to our kids about money, and ways to strategize savings.
Check out the episode here https://www.youtube.com/watch?v=gQhZJi_HHns
Women & Finance
We elevate and celebrate women and their stories!
This panel of women shared their financial journeys and shared strategies you can use to tackle everyday money matters, saving for the future, and setting the foundation for generational wealth.
Retirement Planning
Are you retirement ready?
Guest speaker, Tangela Reid, HR, and Career Coach joined Tanesha to find out what questions you need to ask, what options you should consider, and how to make sure your money is growing the way you need it to retire comfortably!
Estate Planning & Legacy Building
Do you have the proper financial protection in place?
You don’t need an “estate” to have an estate plan!
Our guest speakers shared why you need an estate plan and life insurance to protect your assets and your legacy.
Generational Wealth
Our children are our future, their financial freedom starts with us.
We discuss how our kids (and young adults) can be their own banks, with a few simple strategies that we can start with now.