Live Your Truth, Build Your Wealth Blog

Financial Literacy Month!

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
Financial Advice Life Insurance