Collective Wealth Partners

World Financial Planning Day is observed annually on October 4. It aims to raise awareness about the importance of financial planning and to educate individuals on how to manage their finances effectively. Various organizations and financial planners offer resources, workshops, and events to help people understand budgeting, saving, investing, and retirement planning. It’s an opportunity to encourage discussions about financial literacy and the benefits of having a well-structured financial plan. Are you ready to create a plan????

💡 Gen Z, don’t sleep on your financial future! 🚀 With a Roth IRA, you could be sitting on a retirement gold minewithout even realizing it. Even with limited income, starting early means BIG benefits down the road – tax-free growth, penalty-free withdrawals of contributions, and all the power of compound interest. 💸

Start investing today, and watch your “golden egg” turn into tomorrow’s nest egg! 🥚💰

August is National Black Business Month, an opportunity to support and celebrate Black-owned businesses. According to recent data, there are approximately 3.12 million Black-owned businesses in the United States. These businesses employ 1.18 million people and generate $133.7 billion in total sales, highlighting their significant contribution to the economy.

✨ Honored to have been invited to the White House to speak about financial planning for the “White House Older Americans Month Convening”! 🎉🇺🇸 I had the incredible opportunity to speak about retirement and security for older Americans. 🏦🔒

Joining me on this important panel were the amazing Steve Benjamin (), Mark Miller, Gabby DaSilva, and Joe Pfeiffer. Also had the support of Tom Perez (), Senior Advisor and Assistant to the President for the event.

It was truly an honor to discuss such a vital topic with such valued colleagues. Thank you to everyone who made this event possible!🙏🏾❤️