And I’ve got a TREAT for you!
On March 28th, it was my honor to host Educational Thursday for the San Francisco-based non-profit organization, Both Sides Of The Conversation.
Their mission is to increase mobilization of advancement in Black and Brown communities by providing a safe space for conscious dialogue concerning the needs, systemic barriers, resources, and remedies.
During my conversation with Mark Scott, I spoke about “What’s Your Financial Number” and financial literacy – just in time for April!
Grab a pen and paper to take notes, and tune in!
Video too long? Here are some highlights:
- How do you calculate your Financial Number?
- What is your Insurable Interest?
- Do you know how to leverage your insurable interest for long-term wealth?
If you’d like to learn more, let’s chat! Make an appointment to speak with me.
Some Educational Links:
Investopedia Link ~ Indexed Universal Life Insurance (IUL) Meaning and Pros and Cons
Investopedia Link ~ What are Annuities
Leave a Reply