October 24-25, 2022

14th Annual Financial Literacy Leadership Conference

In 2022 our theme at SFEPD’s 14th Annual Financial Literacy Leadership Conference, “Pathways to Wealth” focused an in-depth look at wealth and how to achieve financial wellness. Top financial experts shared strategies to create and retain wealth and discuss the importance of passing on wealth to future generations.

Featured moments from our Virtual Conference

CONFERENCE WELCOME & OVERVIEW
KEYNOTE SPEAKER
WORKSHOP 1: FAMILY INVESTMENT STRATEGIES FOR WEALTH CREATION
WORKSHOP 2: TAX STRATEGIES TO BUILD WEALTH
WORKSHOP 3: HOW DOES CREDIT CONTRIBUTE TO AN EQUITABLE SOCIETY?
WORKSHOP 4: HOW TO CREATE GENERATIONAL WEALTH IN UNDERSERVED COMMUNITIES
LUNCHEON SPEAKER
WORKSHOP 5: FINANCIAL COACHING & LIFE CYCLE STRATEGIES
WORKSHOP 6: INSURANCE & THE UNDERINSURED
WORKSHOP 7: MONETIZE YOUR FUTURE: STEPS THAT CAN LEAD TO BUILDING WEALTH
A KEYNOTE CONVERSATION: THE ROLE OF DEBT IN BUILDING WEALTH
WORKSHOP 8: THE PATH TO WEALTH THROUGH HOME OWNERSHIP
WORKSHOP 9: CAREERS IN FINANCE: A GATEWAY TO WEALTH
WORKSHOP 10: YOUTH AND YOUNG ADULT INVESTMENT STRATEGIES
WORKSHOP 11: ESTATE PLANNING STRATEGIES: THE IMPACT OF UNTAPPED WEALTH
LUNCHEON SPEAKER
WORKSHOP 12: PATHWAYS TO WEALTH: BRINGING IT ALL TOGETHER

Awardee

SFEPD Eagle Award

Tim Ranzetta
Next Gen Personal Finance

Sponsors

Gold Sponsor

Bronze Sponsor

Bronze Sponsor

Bronze Sponsor

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