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Building Wealth through Strategic Choices & Decisions
"LEARN FROM INDUSTRY EXECUTIVES & LEADERS"
The Young Leaders Financial conference provides attendees with a holistic approach to every life-stage of financial planning to help participants successfully adapt and manage challenges, regardless of the market volatility.
Featured Speakers
Jack Webb
Financial Advisor, CRPC™
Edward Jones
Financial Minimalism: Simplify Your Financial Plan and Declutter Your Mind
Jon Thurmond
Managing Partner
Axis Financial
How to use life insurance: Investment or Security and How much?
Panel Discussion
Speaker Open Discussion
Experts sharing their opinions, experience and expertise from various perspectives
Age Group 3 -10
These are prime years for teaching the basics of money management. Our kids will be gaining an in-depth understanding of how money works. During this age range, our kids should be ready for a number of mature financial steps.
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Performing small jobs to learn the value of earning money.
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Saving for longer-term goals.
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Opening a bank account and learning the basics of online banking.
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Assuming greater financial responsibility with a larger allowance.
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Introducing digital finances through a chore or allowance app.
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Using money- and number-based online games, apps, and educational resources to expand digital financial learning.
Age Group 11 - 16
Money Basics I
Balancing needs, wants, and values as teens encounter significant peer pressure. Managing greater financial decisions.
Jamaul Pride, COO Dawson Private Wealth Financial Advisor
Money Basics II
Learning to plan, save and budget from personal earnings and allowance. Discussions about college, including financial expectations.
Jamaul Pride, COO Dawson Private Wealth Financial Advisor
Purchase Power
Overtime money changes in value (inflation). Two significant aspects of your kids’ financial education are learning the true cost of things.
Jamaul Pride, COO Dawson Private Wealth Financial Advisor
Spending Spree
Give a budget and kids use sales adds to shop to see how well they can plan their spending. Lesson workshops into life application.
Jim Hesson, VP Dawson Private Wealth Financial Advisor
Age Group 17 - 24
Creating a Budget
Learn strategies, tips, and tools to stick to your budget and achieve your financial goals.
Jamaul Pride, COO Dawson Private Wealth Financial Advisor
Build Better Credit
Discover how to establish, improve, and take charge of your credit score.
1st Convenience Bank
Community Financial Education
Credit Cards
Learn how credit cards work, what features to look for, and how to manage responsibly.
Jamaul Pride, COO Dawson Private Wealth Financial Advisor
Starting Early
Investment and learn how to use a 401(k) plan to help you save for future income .
Jim Hesson, VP Dawson Private Wealth Financial Advisor
Age Group 25 +
Generational Wealth Strategies
Discover strategies to help you build, transfer, and maintain wealth for future generations.
Jim Hesson, VP Dawson Private Wealth
Medicaid Planning and Elder Law
Do You Want to Give Your Money to Long Term Care or Protect Your Assets and Give it to Your Family??
Herman Moncure, JD, MSF
Pyke & Associates, P.C.
Advance Estate Planning
Advanced Estate Planning, Wills, and Drafting a Family Love Letter.
Herman Moncure, JD, MSF
Pyke & Associates, P.C.
Money Management
Right-Size Your Spending: Learning How to Save More or Spend More and the timing.
Jack Webb, Financial Advisor, Edward Jones
Credit Scores and Reports
Learn about how credit is measured and the impact it can have on your financial goals.
Wealth Advisor, Dawson Private Wealth
Small Business Essentials #1
Developing a Business Plan. Learn about the components of a business plan and how to create one that communicates your business’ financial future and health.
Coleman Johns Sr., CEO
Dream Catcher Brands
Financial Caregiving
Learn more about the responsibilities of caring for another person's financial wellbeing.
Wealth Advisor, Dawson Private Wealth
Small Business Essentials #2
How to Obtain and Use Business Credit. Learn about the different types of credit that can support your business operations. Learn what’s needed to obtain credit.
Coleman Johns Sr., CEO
Dream Catcher Brands
Business Marketing
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Social Media
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Email & Postal Mail
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Networking
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And More...
Coleman Johns Sr., CEO
Dream Catcher Brands
PRESENTERS
Jamaul Pride
COO Dawson Private Wealth Financial Advisor
Coleman Johns Sr.
CEO/Owner
Dream Catcher Brands
Jim Hesson
VP Dawson Private Wealth Financial Advisor
Jack Webb
Financial Advisor, CRPC™
Edward Jones
Herman Moncure
Attorney, JD, MBA, MSF
Pyke & Associates, P.C.
Jon Thurmond
Managing Partner
Axis Financial
"Communities are stronger when we all work together to make them better for everyone." Robert W. (Bobby) Hoxworth President | CEO