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Making Money Moves is a financial literacy panel discussion + interactive workshop on financial planning and investing.

We’ve put together a panel with three of the top young African American financial planner professionals in the Bay Area to discuss financial planning, investments, retirement planning, and wealth.

In this educational workshop, these top young professionals will help you identify and develop a manageable plan to reach your financial goals and set yourself up for long-term success. Whether you are curious on how to pay off debt, save for retirement or cut back on living expenses, join us for this educational workshop to get learn the tools you need to take control of your finances once and for all.

Topics include:

Financial Planning
Goal-Based Investing
4 Buckets of Wealth
Retirement Planning Strategies for Small Business Owners
Life Insurance
Investment Planning