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This is a FREE Virtual Seminar however, registration is required!
Saturday, March 4th @ 10:00AM (EST)
"Preparation is Key"
There’s no time like the present to prepare for our Beginning 2 End. Our seminar focus is "Preparation.” During this time, we will offer tools and tips to help us prepare for our FUTURE as we manage our NOW effectively, despite the uncertainties we may face. No matter your age, income, or season of life you’re in, this seminar is for everyone. Therefore, invite a friend to join. Our experts will assist you in gaining a better understanding of what is required for a lucrative future and obtaining generational wealth.
We'll See You on Zoom!
Join link will be shared a few days prior to the start of the seminar
Anchor Speakers
Ms. Renee Ilesanmi
"Building Your Financial House"
Renee Ilesanmi (E-Lay-Sun-Me) is a financial specialist based in Laurel, MD. She is the founder and CEO of TRI Financial Services. She has a bachelor’s degree in Finance from the University of Maryland and has helped hundreds of families in the Baltimore/DC area over the last 29 years with their life insurance and retirement planning needs. She is also the proud recipient of American Classic Agency’s ACE Award and has also received numerous other awards and accolades in her field.
She also believes in giving back by conducting free financial literacy workshops and seminars at churches, civic organizations, government agencies and sororities. Her goal is to help Middle America become financial independent and to show them how to leave a legacy to their families.
Mr. Shannon Williams
"Financial Literacy"
Shannon Williams is the Owner and Managing Director of Advice Alliance, LLC which provides Consulting & Financial Services for small businesses and individuals. Shannon has spent over two decades involved with nonprofit organizations, serving in capacities from volunteer to member of the Board of Directors.
In addition to being involved in nonprofit organizations Shannon has spent the better part of the last 10 years providing financial coaching and budget management to peers and co-workers and the last 5 years helping individuals incorporate their businesses. Outside of his duties in nonprofit organizations and work in management Shannon is an Ordained Elder at Promise Land Church Ministries, a local church in Baltimore, MD where he serves as Administrator and Youth Ministry Director.
Shannon earned a bachelor’s degree in Business Administration from Campbell University and is currently pursuing his Master of Business Administration degree with Western Governor’s University.
Mr. Bryce Jackson
"From Renter to Buyer"
Bryce Jackson graduated from West Virginia University with a BA in accounting. After obtaining his degree, Bryce began his extensive career in mortgage lending and financial services. While living in the Washington, DC and Baltimore corridor, he could develop his skills as a loan officer with the high volume of loans that were originated. Eventually, as President and CEO of his own mortgage company, he could combine the experiences of originating loans, compliance, and customer service.
When shopping for a mortgage professional, you need an individual with whom you can rely. He is dedicated to helping you meet your goals while advising you based on more than 25 years’ experience, in a fast, friendly, and easy to understand manner. It’s important to work with a mortgage professional that cares. He will take the time to learn about your particular real estate and financing objectives. When you make the important decision to buy a new home, or refinance your current home, he is committed to going the extra mile to ensure that all your financial needs are successfully met. Bryce is dedicated to helping you make the most informed mortgage decision possible. One that integrates your personal financial plan and major life goals, such as retirement, and wealth accumulation. A mortgage is not just a loan. It is the most important financial planning decision you will make. The right mortgage plan creates wealth.
Bryce resides in Columbia, MD and likes to spend time with his family and watching his son play travel sports. He is avid sports fan. Most mornings, he is at the dog park exercising his French Bulldog.
Ms. Suren G. Adams
"Developing Your Legal Affairs"
Suren G. Adams is an attorney with a passion for organization and excellence. She founded Adams Law Office, LLC over 20 years ago to help her clients get their financial houses in order and find peace of mind. She is an experienced member of the Maryland Bar Association, the District of Columbia Bar Association, Elder Counsel, Wealth Counsel, and the Christian Legal Society.
Suren obtained a Bachelor of Arts degree in Government & Politics from the University of Maryland in 1994 and then completed course work for a Master of Arts degree in English with a specialty in Rhetoric. Suren then obtained her Juris Doctorate degree from George Washington University Law School.
Suren was born in Guyana, South America and moved to Durham, North Carolina with her family as a young child. A few years later, the family relocated to Maryland. Suren, her husband, and son enjoy volunteering at their church and hiking and biking in the many parks and trails in our scenic DMV area.
Suren is a published author and speaker, presenting on estate planning throughout the Maryland metro area on radio, tv, and online.
SEMINAR ORDER
*All times are approximate and are subject to change
10:00 AM | Opening | Welcome | What is B2E?
10:05 AM | Building Your Financial House
Ms. Renee Ilesanmi will provide imperative Life Insurance information such as the differences between Term/Whole Life, which policy can you borrow from. She will define the meaning of Burial Insurance and how it can be purchased. As Ms. Ilesanmi provide nuggets to build your financial house, she will also explain which insurance will pay off your home upon your death just to name a few.
11:05 AM | Break
11:10 AM | Financial Literacy
If you’ve ever wondered what all the finance fuss is about, Join Mr. Shannon Williams as he explains what an IRA, Mutual Funds, and bonds are to include whether or not you need one of these and a 401K. Mr. Williams will share why monitoring your credit reports is vital, the meaning of FICA, what FICA is used for, understanding your FICA score, and in addition to other financial literacy topics, he will explore the benefits of setting financial goals to include short & long-term savings goals.
12:10 PM | Break
12:20 PM | From Renter to Buyer
As you’re preparing to purchase a home, going from renter to buyer can be frightening and challenging. Mr. Bryce Jackson will share a wealth of knowledge concerning the different types of home loans and what you should do to prepare for purchase. He will also discuss the differences between an Equity/Fix Rate Loan, ways to pay mortgage off sooner, and many other helpful topics that will help in your making one of the biggest decisions of your life.
1:20 PM | Break
1:25 PM | Developing Your Legal Affairs
Ms. Suren G. Adams will share pertinent information concerning what are the benefits of creating a Living Will, what is an estate and how do you open an estate account, how do you avoid loopholes or things that can be disputed in your will, how do you start a trust, when do you need a Power of Attorney and much more.
2:25 PM | Closing Remarks
For questions or more information, please contact us at: opcareevents@gmail.com or call 443-380-0084.
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