The FUTURE of Generational Wealth
The Roadmap for Women of Color, By Women of Color
The FUTURE is NOW
Build Your Roadmap to the FUTURE of Generational Wealth
The FUTURE of Generational Wealth is a one-day conference that dives deep into the areas of financial planning, real estate, entrepreneurship, and estate planning, for women of color, by women of color.
We've gathered an amazing panel of successful women to break down the myths about achieving Generational Wealth that has kept you from reaching the heights you've desired.
We're helping you get your finances and credit in check! Guiding you towards purchasing your forever home or investing in real estate!
Ready to launch your business? Let's talk about the steps you need to take and move you towards entrepreneur status!
And now that you're on your way to the growth goals you've set for yourself...let's secure the bag with some estate planning!!
What is Generational Wealth?
Build communities that impact the culture and the world
We are a product of the gifts and sacrifices of those that came before us.
Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent immigrants, face obstacles in obtaining a good education and building a business or a solid career. Those who have a headstart in life have an easier path to success and happiness. - Compliments of Portia Wood, Wood Legal Group
"Regardless of our differences, there is one thing that unites us. That is our innate drive to provide more, for the generations that follow us, for our children, our grandchildren, humankind. As a Christian family, blessed + driven by faith and stewardship, it is our duty to create opportunities for our children, our community, our legacy." - Michelle Morton (luxuryandlegacy.com)
Brought to you by:
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What the Day Looks Like
The FUTURE of Generational Wealth
Where: From Your Home Office (or kitchen table). It's Virtual.
The Program
🌞 Morning Sunshine | VIP ACCESS ONLY
Kick-off with VIP Coffee and Convo. We talk all things mindset + goals + the infamous WHY. This is our opportunity to chat and get to know each other. 🤗
Hosted by: Pam Covarrubias, Business Coach, Spread Ideas Move People
Welcome + Introductions
Time to teach, learn, and implement The Roadmap to Generational Wealth. Hosted by: Michelle Morton (Luxury + Legacy) and Portia Wood, Esq, (Wood Legal Group).
Financial | Create + Build Wealth 🏦
Belva Anakwenze, Abacus Financial
Cherie W, The Little CPA
Lesley Batson, Rebel Rock Wealth
Legacy | Real Estate + Entrepreneurship 🏘
Michelle Morton, Realtor, DMV Luxury Homes
Sherise Lewandowski, Ahnee Mortgage
Veronica Montalvo, International, Puerto Rico
Vanessa Heatley, Real Estate Investor
Estate | Securing The Bag 🔐
Portia Wood, Wood Legal Group
Robin Wood, Wood Legal Group
Delania Barbee, Barbee Law Boutique
The Result.
At the end of the day, you will leave with your Roadmap to Generational Wealth.
After 4 hours of fun + growth, you will walk away with a PLAN + SYSTEM + COMMUNITY.
This isn’t a program that runs you through tons of strategy and ALL the things you need to do. NO. We actually build the framework + system needed to transform your life and legacy.
Let's Get This Money. 💰💰💰
Meet Your Hostesses
Sponsored by Wood Legal Group and Luxury + Legacy
Attorney, Estate Planning Portia Wood
From working at the prestigious Richardson Ober law firm as a civil litigator to opening her own practice, Portia has seen the challenges families face when a proper estate plan is not in place. Portia is committed to protecting the interests of her clients to help them avoid the pain, frustration and potential financial ruin that families face when their loved ones failed to plan. She is a fierce advocate for her clients and believes that effective estate planning is more than simply wealth protection.
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Realtor, DC + Maryland + Virginia Michelle Morton
For Michelle Morton, the concepts of generational wealth and leaving a legacy for generations to come were instilled in her from an early age. As the owner of Luxury + Legacy and DMV Luxury Homes, her mission is to guide her clients and team, as they secure their own legacies through real estate and entrepreneurship. Michelle's background as a PMP certified Digital Marketing Strategist and Project Manager, coupled with her ability to cultivate lasting relationships has helped her grow a thriving real estate business that serves the DC, Maryland, and Virginia metro area.
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The Program
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The Mission. The Roadmap.
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[Replay] 🌞Morning Sunshine with Pam Covarrubias
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[Replay] Welcome + Introductions 💝
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[Replay] Financial | Create + Build Wealth 🏦
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[Watch] Build A Legacy Through Real Estate
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Online Home Buying Experience
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[Replay] Legacy | Real Estate + Entrepreneurship 🏘
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[Watch] Secure the Bag with an Estate Plan
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[Replay] Estate | Securing the Bag 🔐
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About this course
- $97.00
- 10 lessons
- 4 hours of video content
A Word From Our Sponsors
Support Those Who Support Us
DMV Luxury Homes
Build Legacy Through Real Estate
First. Purchase your family home. Next. Invest in Real Estate.
Allow our team to guide you through the process to buy + sell + invest in real estate.
In the Washington DC Metro Area. All Over the Country. All Over the World.
Wood Legal Group
Estate Planning Attorneys, focused on you and your family.
We are an African American mother-daughter estate planning law firm using all the tools at our disposal to close the information gap that keeps families from leveraging and protecting assets to create generational wealth.
We are on a quest to normalize the idea of black, latinx and LGBTQ families using trusts to build generational wealth.
