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Financial Planning Panel
Financial Planning Panel

Tue, Aug 29


Virtual Event

Financial Planning Panel

Registration is closed
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Time & Location

Aug 29, 2023, 6:00 PM – 8:00 PM

Virtual Event


About the Event

The Greenwood Plan “Financial and Succession Planning: Transferring Black Wealth Panel” aims to connect Black business owners with knowledgeable resources for succession and financial planning. Our mission is to support organizations and consumers by bringing them together in one room to connect. We hope to help attendees become more knowledgeable and secure in their succession plan, like avoiding loss of wealth in the transferral process of estate. The panel will also cover: estate planning, life insurance (group and individual), debt management, annuities, education and family planning, investing, business planning for business owners, and long-term care insurance.

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