The Well-Prepared Black Woman - A Conversation on Wealth Management and Legacy Planning

The Well-Prepared Black Woman - A Conversation on Wealth Management and Legacy Planning

Empower yourself with knowledge during Financial Literacy Month. Join us for an enriching virtual discussion on building and preserving wealth, tailored specifically to the experiences of Black women.

Date: Friday, April 19, 2004
Time: 12:00 pm - 1:00 pm EST

Featured Speakers:
Lee Christian Parker - Executive Director/Banker
Tawanna Browne-Smith - Vice President/Banker
From J.P. Morgan Private Bank

Lee Christian Parker brings over two decades of expertise in philanthropy and finance to her role as Executive Director and Banker at J.P. Morgan Private Bank. With a keen understanding of diverse business needs, C-suite executives, and family foundations, Lee offers tailored strategies that encompass banking, investing, lending, wealth planning, and philanthropy. Her leadership at institutions like Bank of America Private Bank and the Greater Washington Community Foundation underscores her commitment to building and sustaining wealth within ethnic communities. Lee's innovative approach aims to align financial goals with social impact, ensuring clients leave a lasting legacy that reflects their values.

Tawanna Browne-Smith serves as Vice President at J.P. Morgan Private Bank, leveraging her extensive background in institutional bond brokering and trading. Her expertise lies in guiding successful individuals and families through comprehensive wealth management, with a focus on navigating life-changing circumstances and managing generational wealth. Tawanna's technical agility and attention to detail, honed at institutions like Stanford University and the University of Maryland, College Park School of Public Policy, position her as a trusted advisor in the realm of finance. With a personal commitment to self-care and community involvement, Tawanna brings a holistic approach to wealth management, ensuring clients are empowered to secure their financial futures.

This engaging Zoom event promises insights from industry experts, shedding light on strategies for financial empowerment and legacy planning.

Registration Details: Free for active members of WCCD DC & Atlanta
$25.00 for non-members

Seize this opportunity to take control of your financial future. Reserve your spot now!