In December we are recognizing the end of the year and grateful for the new opportunities and blessings this year. We will be recognizing that diversity inclusion is needed to raise awareness of mental health while making smart money moves.
Communities of color, particularly Latinx continue to face financial barriers and it often leads to mental distress. It’s important to have conversations and provide resources that enable people to overcome barriers, become financially savvy and give back to their community. The session will include panelists who will address all things money,myths and tips that come with investing in their fields. All are welcome to attend not just for Latinx as our panel diverse too.
Each attendee will recieve a FREE copy of the award winning guidebook "Financially Savvy in 20 minutes" by Natalie Torres-Haddad. SPACE IS LIMITED and this FREE event will sell out!
Panelist
Kathleen Entwistle is a leader in private wealth management for affluent families, C-suite executives, founders and business owners. Shejoined UBS in 2007 and subsequently started Entwistle Partners, a private wealth management team, to help our clients not only get a better understanding of their financial picture but also to help them make educated and strategic decisions when it comes to all areas of wealth in their life – personal, business and philanthropic. With her nearly 30-year career defined by many leadership roles, she has been recognized with multiple awards and designations—Forbes named her one of the “Top 200” female financial advisors in the country in 2017 and 2018, and she has received three consecutive nominations to Barron’s “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team, who help her deliver on strong personal relationships, thoughtful advice and a high level of service. Kathy serves on the board of directors for the Ridgewood Public Library Foundation and is on the Executive Leadership Committee of the American Heart Association.
Romona Ortegais the CEO & Founder ofMy Money My Future. She is also the Entrepreneur-in-Residence with Azlo, a small business banking platform.My Money My Futureis an all-in-one personal finance platform that helps millennials make better financial decisions by combining education and unique content with personalized product recommendations and financial advice in a seamless experience.Previously Ortega was an attorney in New York where she worked on complex securities litigation and corporate matters at the SEC and U.S. Bankruptcy Court.
Yanely Espinal,also known as "MissBeHelpful," was born and raised in Brooklyn, New York and is one of the first in her family to graduate college. After two decades of school, she still can't believe that she never once had a class about making smart money decisions! Now, she's on a mission to help the youth get accurate information about money, but in a fun and engaging way! After completing Teach For America, Yanely paired her love for teaching with her passion for financial literacy, creating a unique YouTube channel for recent grads and working professionals to engage with topics like credit cards, budgeting, student loans, and investing in the stock market.
Hendel Leivais the host and producer of the Immigration MIC Podcast. From the community of Brentwood, Hendel has spent most of his career working to advocate for immigrant rights and immigration reform. He is the Executive Producer of Race Forward’s newly launched podcast Momentum, and was most recently a producer for the award winning Latinos Out Loud podcast.
Danny Peñais founder and co-host of Gamertag Radio Podcast. He started his career as a podcaster working as a promoter in New York and Miami in the hip hop scenes. In spring 2005 (Godfree) in the gaming community started gamertag radio a successor of another onlne radio ventures he started as a teenager in the 1990's. He became the first Hispanic to be inducted into the Academy of Podcasters Hall of Fame. Gamertag Radio which earns MILLIONS of lifetime downloads and listens, is a well respected and sought-after outlet for fans, experts and companies in the Gaming community.
Moderator
Natalie Torres-HaddadMPA, AWA, A 2 time TEDx Speaker known for her talk "The Foreign Language of Financial Literacy" and "The Confidence Gap". An international Award Winning Author, a bilingual podcast host of Financially Savvy in 20 minutes, international keynote speaker and educator. Her activities have been featured in the Huffington Post, LA Times, 60 second docs and a Honda commercial as herself a financial literacy advocate, with both features receiving over 2 Million views since published this year. A first generation College Graduate from CSULB in Finance and International Business with a Masters in public Administration from CSUN. She focuses helping those in debt to keep working towards their financial independence. Born in El Salvador and raised in Inglewood during the LA riots she quickly understood that the lack of higher education and financial illiteracy limits her community of basic human rights and equality in resources. She started investing in real estate at 24 and began her career advocating for financial and women empowerment for equal pay. Her challenges dealing with student debt which led her to dealing with depression have influenced her to advocate for mental and financial health to be taught in all schools an work environment.
A special appearance by Diana Lee Santamaria, an educator and an International award winning children's Latina Author, for her several book series D Lee's World where she will be raffling off some of her books.