FOLA Financial Literacy Summit 2023

FOLA Financial

Celebrate Financial Literacy Month with FOLA @  The Brooklyn Bank

The Brooklyn Bank

Financial Literacy

FOLA Financial is committed to providing empowerment through education and economic enrichment

The FOLA Financial Literacy Summit will consist of in-personal experiential learning techniques to educate individuals on essential financial literacy topics and provide the tools and resources needed for them to develop a more healthy relationship with money and GENERATIONAL WEALTH CREATION! P﻿owered by FOLA Financial K﻿eynote Speaker<ul><li>Sheneya Wilson AKA The People’s CPA is a serial social entrepreneur, investor, and wealth educator. She is the Founder and CEO of Fola Financial LLC, and the Tax Essential Learning Program (T.E.L.P), an IRS certified tax education program. As a CPA for the people, she prides herself in educating and providing exceptional financial services, while training and developing the next generation of elite accounting advisors and tax professionals. Learn more at www.folafinancial.com</li></ul>F﻿eatured Speakers: <ul><li>Jude Bernard founded The Brooklyn Bank in 2017 and is responsible for the organization’s direction. Beyond this role, Jude is also a Licensed Real Estate Broker, Licensed General Contractor, Business Consultant, Landlord, Public Speaker, Philanthropist, and Financial Empowerment Educator.From his 30+ year span of his entrepreneurial career, Jude prides himself on learning from mistakes and bouncing back from numerous setbacks. Learn more at www.thebrooklynbank.org</li></ul><ul><li>Rosezetta Upshaw, Esq AKA The Level Up Lawyer is a highly-sought-after business lawyer, investor, international speaker, and the owner of Legends At Law. Born into a family of entrepreneurs, she is passionate about helping business owners protect and accelerate their profits. Her law firm offers a full suite of business law services including trademarks, acquisitions, corporate formation, and contracts. In 2020 Rosezetta was named Lawyer of the Year by the Greater Los Angeles African American Chamber of Commerce and a Top 40 Under 40 Lawyer by the National Bar Association. Most recently, Rosezetta received the 2023 Queen Rising Award from The Bella Network. Learn more at www.legendsatlaw.com</li></ul><ul><li>Njideka Obijiaku has built an over a decade long foundation in the financial world. In a world where less than 4% of financial advisors are of color, she was proud to launch Shifting the Culture Wealth Partners LLC (an independent Registered Investment Advisory firm) to begin to focus on financial planning and wealth advisory services. Her coaching style can be described as where the heart of a teacher meets the mind of a business owner meets the passion of a life coach. It is her belief that with the right strategy, ambitious professionals (and business owners) can become seriously wealthy and create more examples that our communities need to see.... For the Culture! Learn more at www.stcwealth.com</li></ul><ul><li>Rosalyn Elie is the Founder of Urban Teach, an educational platform focused on Real Estate investing for newbies. Rosalyn is a New York City native with a passion for self-education and community building. Her professional beginnings include skipping a traditional College education and pursuing a diploma at a local trade school specializing in Hotel Management. She used that education to get employed in the hotel industry, climbing up the ranks with some of the largest Hotel chains in the world over a span of 20+ years. True to her ambitious nature, she took every opportunity to learn how to create other sources of income outside of her job by investing in rental properties, launching Urban Teach from scratch on her time off and most recently opening up her first creative content studio in New Jersey. Her passion is to continue to promote entrepreneurship through self-education while showing the masses the importance of “owning your own”. Learn more at www.urbanteachnyc.com</li></ul>Featured S﻿ponsor: <ul><li>A﻿nthony Williams is an entrepreneur, connector and wealth advisor from the Bronx. He started in financial services while a freshman at Howard University and now is the founder of the Vivid Advisory, a comprehensive financial planning firm that specializes in simplifying, streamlining, and optimizing the financial lives of busy professionals, so they can focus on what they do best! Learn more at www.vivid-advisory.com</li></ul>In honor of our partnership with Brooklyn Bank a percentage of ticket sales will fund future financial literacy initiatives!

Agenda

Breakfast & Networking 

Money Management 

Money Multiplication 

Legal & Legacy 

 Money Mindset & Networking

B﻿runch With Bosses & Happy Hour 

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FOLA Financial Literacy Summit 2023

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FOLA Financial Literacy Summit 2023

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