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Building Generational Wealth as a Self-Employed Person (WBC 4/6/22)

April 6, 2022 @ 5:30 pm - 7:30 pm

Duration: 2 hours

In this dynamic workshop, you will learn the exact steps you need to take to build wealth as an entrepreneur. Learning how to build generational wealth is a key skill to learn if you wish to create a life where you do not have to work to live, wish to set your future generations up for success, or wish to devote more of your time to giving back.

In this workshop, Danetha will cover retirement planning, investment strategies, and ways to build wealth when you have a non-traditional career path. At the end of the session, you will have the information and inspiration you need to level up your wealth-building journey.

 

Bio: Danetha Doe is a financial wellness educator and Webby Award-winning TV host. Raised by a Liberian economics professor and a Jamaican accountant in the United States, Danetha has devoted her career to financial education. She has been recognized as a personal finance expert by TIME, the Wall Street Journal, and Fast Company. Danetha was named one of the best money experts for millennials by Yahoo! Finance and an entrepreneur to watch by the office of Congresswoman Barbara Lee. According to the Hong Kong Institute of CPAs, she is “taking the industry by storm.” Danetha was the original financial expert and TV host for Ashton Kutcher’s series on millennials and money entitled “Going From Broke” which garnered over 20 million views during her season. A fierce small business advocate, she created Money & Mimosas®, a financial wellness platform for the self-employed. Danetha has a B.A. in Economics and primarily resides in Oakland, California.

 

There is a new way to register! You can now register using your client profile. By setting up a client profile, you will not have to fill out the same personal information for each workshop you register for, making it faster and easier in the long run! 

a)  If you already have a Client Portal Profile, click the Register button below.

  • In the Client Portal, go to the Calendar tab (top left) and select Building Generational Wealth as a Self-Employed Person (WBC 4/6/22), click enroll, answer the questions, and submit! You will receive a confirmation email with the Zoom link.

b) If you don’t have a Client Portal profile, create one at this link. Make sure to use the same email address you have used in the past with Renaissance. You may change it later, but this allows our system to recognize you. 

If you already have an intake form on file, you’ll see the Calendar tab in the top left.

If you do not, you will need to fill one out before you can see the Calendar tab. It may also ask you to update your information.  The user interface isn’t perfect, so make sure to scroll up and keep clicking “Continue” or “Sign” in order to complete the forms. If you have any problems during this, please contact Isla Covarrubias at wbc@rencenter.org.

Once the Calendar tab is visible, you can register by going to your profile’s calendar tab and selecting Building Generational Wealth as a Self-Employed Person (WBC 4/6/22), hit enroll, answer the questions and submit! You will receive a confirmation email with the Zoom link.

You can also watch this video that will show you step by step how to create the Client Portal

Client Portal Profile – DEMO

If you have any questions about the class or you have problems with creating a client profile, please do not hesitate to email wbc@rencenter.org!

 

Funded in part through a cooperative agreement with the U.S. Small Business Administration. All opinions, conclusions, or recommendations expressed are those of the author(s) and do not necessarily reflect the view of the SBA. All SBA programs or cosponsored programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made, if requested, at least 2 weeks in advance. Contact: Isla, Isla@rencenter.org, (415) 348-6227

register here

Details

Date:
April 6, 2022
Time:
5:30 pm - 7:30 pm
Cost:
Free
Event Category:
Event Tags:

Organizer

Isla Covarrubias
Phone:
(415) 348-6227 
Email:
isla@rencenter.org

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