Power of the Purse Women’s Retreat – Celebrating International Women's Day

You have the passion. You have the mission. You have the community behind you.But when it comes to turning your ideas into funded programs — something gets lost in translation.This is not another workshop where you take notes and go home inspired but stuck. This is a live working session where you will leave with a real framework you can apply immediately to your organization's next funding opportunity.What we will work through together:How funders actually think — and how to design your program around their priorities without losing your mission.How to use AI as a strategic tool to develop fundable concepts, not generic outputs that sound like everyone else.The communications and narrative structure that makes a program proposal impossible to ignore.A framework built from 20 plus years of real world experience with USAID, UN agencies, the Gates Foundation, World Vision, and international NGOs.This session is for you if:You lead or work for a diaspora organization and you are tired of being overlooked by funders.You have a program idea but you don't know how to structure it so it gets approved.You want practical tools, not theory.You are ready to move from ideas to fundable programs — now.What makes this different:This is not a lecture. This is a live working session facilitated by someone who has been in the rooms where funding decisions are made. Jessica Theodore has designed and executed communications and program strategies across global institutions for over twenty years. She knows what funders look for because she has worked alongside them.Limited spots available for interactive feedback. Come ready to work.

Jessica Theodore

It’s an experience designed to provide hands-on, personalized, and actionable strategies to boost financial literacy and business growth.

Renaissance Fort Lauderdale West Hotel

Get Ready to Rock Women’s International Month with the Power of the Purse Financial Retreat! Empower. Educate. Elevate.This International Women’s Day, we invite you to the Power of the Purse Women’s Financial Retreat at the Renaissance Fort Lauderdale West Hotel. You’ll join an exclusive circle of 30 ambitious women for a day of nontraditional workshops, hands-on learning with 5 financial advisors, and direct access to the government advisors. We'll deep dive into estate planning, personal budgets, wealth-building strategies (stocks, life insurance, HELOC, real estate), and small business support.Why Attend?· Gain personalized strategies to elevate your finances or business.· 1:1 with financial advisors and an opportunity to continue their financial program.· Enjoy an intimate setting with direct Q&A opportunities.· Network over a gourmet lunch buffet in a luxurious environment.· Leave with a blueprint for ongoing success and empowering new connections.Details:· Date: March 8, 9 AM – 5 PM (Doors open at 8:30 AM)· Location: Renaissance Fort Lauderdale West Hotel, Plantation, FL· Investment: Early Bird Special $199 per ticket through 2/19/2025 or until sold out (Includes breakfast, gourmet lunch, and all materials)· Limited Availability: Only 30 spots!Exclusive Luncheon Sponsor: NABA, Inc.Sponsors: Diversified Research Associates, Jesstbydesign, CLÉ Haitian Sisterhood, LoanDepot, The QAE Group, Momentum Advisors, SAWA SAWA, Haiti Renewal Alliance, OneDiasporaReserve your seat today and celebrate International Women’s Day by investing in yourself and your financial future.Grab your spot —limited spaces are available!Power of the Purse organizers have pledged 50% of the profits from registration fees to support women-owned micro and small businesses in the Black diaspora.Diversified Research Associates (DRA) presents this interactive financial program as part of the HRA-OneDiaspora initiative. For sponsorship opportunities, please email powerofthepurse101@gmail.com.

Agenda

Opening Ceremony and Breakfast Buffet

Guided session on shifting money mindset and overcoming limiting beliefs around wealth. Facilitated by a financial life coach, focusing on the mental barriers to wealth accumulation.
Snapshot of existing money barriers and meaningful self-reflection on financial journey and planning.

Mindset and the Psychology of Money

Sniff out those sneaky gaps in your portfolio.
Showcasing of case studies on hottest trends.
Personal interactive group activity complemented by one-on-one coaching.

Group Activity: What’s In your purse?

Vendor Showcase  & Refreshments

101 Financial Strategies
Introduction to different types of savings accounts and low-risk investment options.
Portfolio diversification and risk management.
Understanding tax-free mechanisms.
Investing 101
Get the scoop of stock market investing, bonds, and mutual funds.
Real Estate Revelations
Harness the power of your HELOC like a Pro (advanced strategies).
Explore the realm of Real estate investments.

Panel Discussion and Breakout Session

Networking  Gourmet  Buffet Luncheon

Beginner Level: Fundamentals of Estate Planning
Introduction to wills, trusts, and beneficiary planning.
Intermediate Level: Building a Legacy through Life Insurance and Retirement Planning
Investment strategies using life insurance cash value while living.
Advanced Level: Creating Trusts and Philanthropic Giving
Complex estate planning, including trusts and charitable giving.

Legacy and Estate building Workshop

One-on-One Sessions with  Financial Experts

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