April is Financial Literacy Month!
As women of color make economic strides as the fastest growing group of entrepreneurs, we also collectively owe over $800 billion student loan debt and are crippled by the pay wage gap.
It’s important now more than ever that we learn the life skills and confidence needed to manage our money, reduce debt and build wealth.
Join us for a financial conference specifically designed to help women of color to conquer their unique economic challenges and gain control of their finances.
Breakfast and refreshments are included with registration.
Registration and Welcome Breakfast
Workshop 1: Personal Finance Management
Take back control of your finances with budgeting and savings tools.
Workshop 2: Credit Repair
Learn the best tactics to build and repair your credit.
Workshop 3: Investments
Master the art of growing your money with investments. Learn the basic features of bonds, stocks and packaged investments, and the importance of asset allocation.
Closing panel and networking
Our speakers include:
Chiquita Rice, Financial Advisor at Edward Jones
Chiquita Rice is an Edward Jones financial advisor in Brookline. She has worked in the financial services industry for more than 10 years. Prior to joining Edward Jones, she worked as an auditor for both an insurance and asset management holding company. She attended Auburn University, where she earned her bachelor's degree in international studies with a concentration in Spanish. She is currently working toward earning a certificate in financial planning from Boston University where she was the recipient of the Robert J. Glovsky Scholarship, which is awarded to students who intend to assist or serve traditionally underserved populations. Chiquita is also highly focused on serving the community in which she works and lives. She serves as a volunteer of Big Sister of Greater Boston and is an active member of Women and Girls Thriving in Brookline, as well as the Brookline Rotary Club where she is a board member. In addition, she is an active member of her church in her hometown of Brockton.
Jenny Geffrard, CEO of Surplus Financial Consultants
Jenny Geffrard is a certified financial education instructor and credit specialist who partners with college students and millennials to build and establish a secure personal finance foundation and actionable plan to grow their income and net worth. With nearly five years of mentoring young adults, Jenny truly understands how to simplify financial concepts in a way that is relevant and emotionally healing to inspire microeconomic change. Jenny believes that financial literacy taught holistically is the most efficient way that we can break the cycle that causes generational poverty. Jenny is the Founder of Surplus Financial Consultants and is trained through the National Financial Educators Council and Credit Consultants Association and currently holds a Bachelor's Degree in Community Health & Wellness from Curry College.
Omama Marzuq, Financial Advisor at Concord Wealth Management
Omama Marzuq is licensed professional financial advisor providing comprehensive services to executive level families and businesses through Concord Wealth Management. Working with Women, Business Owners, Veterans, and Minorities.
This jam packed conference will also provide a space for our attendees to connect and network with like-minded women as we all strive to reach financial independence. Seats are limited and pre-registration is required.