Upcoming
Club Events
Dollars & Sense: Tax Reduction and Budgeting Strategies
Join us for "Dollars & Sense: Tax Reduction and Budgeting Strategies," an insightful event designed to empower you with essential financial knowledge. Highlights include: Expert Guidance: Learn from licensed financial professionals on tax reduction techniques. Effective Budgeting: Discover practical tips through our hands-on activity that will help you create and maintain a successful budget. Maximize Savings: As you increase what you're putting away, educate yourself on strategies to make your extra money work harder for you. Q&A Session: Engage with experts and get answers to your financial questions. Networking Opportunities: Connect with like-minded individuals and enhance your financial journey. Meet Your Hosts: Riyah Ward- As a licensed financial advisor with Edward Jones, Riyah specializes in guiding business owners, individuals, and families towards financial empowerment through education and helping you create a specialized financial plan tailored uniquely to your situation. She believes it's important to invest her time to understand you and what you're working toward before you invest your money. Riyah is an award-winning professional who has several years of experience in the financial industry with numerous reputable firms such as Morgan Stanley & TD Ameritrade. Riyah has honed her knowledge in crafting personalized strategies that align with each client’s unique aspirations and circumstances to help them reach their financial goals. Dr. Thembi Aquil- Thembi is a Certified Financial Educator, Freddie Mac Credit Smart Coach, and FICO Credit Literacy Instructor and Housing Counselor. Thembi was employed by one of the largest financial institutions for 25 years, working in the Consumer Banking, Consumer Lending, and Procedure Management divisions. During this time, she obtained both her Master's and Doctorate's in Business Administration and has a certificate in Workplace and Personal Wellness Foundations. In 2010, she began volunteering for Junior Achievement and additional non-profit organizations teaching financial literacy to children, teens, and adults. We will also be bringing in a special guest. A CPA that will provide tips on tax reduction strategies for high-net-worth individuals and business owners! 😊 Don't miss the opportunity to learn how the financially fluent minimize their tax liabilities and utilize effective budgeting techniques to keep more of what you work hard to earn! Seats will fill up fast, be sure to register today!
Register
Club Events
Dollars & Sense: Tax Reduction and Budgeting Strategies
Join us for "Dollars & Sense: Tax Reduction and Budgeting Strategies," an insightful event designed to empower you with essential financial knowledge. Highlights include: Expert Guidance: Learn from licensed financial professionals on tax reduction techniques. Effective Budgeting: Discover practical tips through our hands-on activity that will help you create and maintain a successful budget. Maximize Savings: As you increase what you're putting away, educate yourself on strategies to make your extra money work harder for you. Q&A Session: Engage with experts and get answers to your financial questions. Networking Opportunities: Connect with like-minded individuals and enhance your financial journey. Meet Your Hosts: Riyah Ward- As a licensed financial advisor with Edward Jones, Riyah specializes in guiding business owners, individuals, and families towards financial empowerment through education and helping you create a specialized financial plan tailored uniquely to your situation. She believes it's important to invest her time to understand you and what you're working toward before you invest your money. Riyah is an award-winning professional who has several years of experience in the financial industry with numerous reputable firms such as Morgan Stanley & TD Ameritrade. Riyah has honed her knowledge in crafting personalized strategies that align with each client’s unique aspirations and circumstances to help them reach their financial goals. Dr. Thembi Aquil- Thembi is a Certified Financial Educator, Freddie Mac Credit Smart Coach, and FICO Credit Literacy Instructor and Housing Counselor. Thembi was employed by one of the largest financial institutions for 25 years, working in the Consumer Banking, Consumer Lending, and Procedure Management divisions. During this time, she obtained both her Master's and Doctorate's in Business Administration and has a certificate in Workplace and Personal Wellness Foundations. In 2010, she began volunteering for Junior Achievement and additional non-profit organizations teaching financial literacy to children, teens, and adults. We will also be bringing in a special guest. A CPA that will provide tips on tax reduction strategies for high-net-worth individuals and business owners! 😊 Don't miss the opportunity to learn how the financially fluent minimize their tax liabilities and utilize effective budgeting techniques to keep more of what you work hard to earn! Seats will fill up fast, be sure to register today!