Modern Wealth by Design

Modern Wealth by Design

Money Mentoring for Women

10/10/2022

What to do in a bear market...watch and learn.
Click below
https://keap.page/zst256/financial-services-package.html

02/08/2022

Did you see this ? Thursday, August 4th@7pm virtual event.
Money Is Power: How Black Women Can Create Legacy Wealth
Register@ www.MyMoneyIsPower.com

01/08/2022

Money Mentoring webinar: Money Is Power Thursday August 4th 7pm. Register here: https://keap.page/zst256/how-black-women-can-build-legacy-wealth.html

Money Is Power: How Black Women Can Build Legacy Wealth 28/07/2022

Today I helped my client who has her own successful business transfer an old retirement account into her own business 401k/Solo-K plan so she can continue her retirement, take advantage of tax laws and take a loan from herself if needed. Be the bank. Learn more below.

Money Is Power: How Black Women Can Build Legacy Wealth Why identifying barriers matter. Letting go of any shame of money decisions that may have set you back. Start a good relationship with your money today.

Money Is Power: How Black Women Can Build Legacy Wealth 26/07/2022

Get clarity on your finances. August 4th 7pm virtual training. Register today.

Money Is Power: How Black Women Can Build Legacy Wealth Why identifying barriers matter. Letting go of any shame of money decisions that may have set you back. Start a good relationship with your money today.

16/06/2022

Get my free video on Early Retirement Tips! πŸ₯°

5 Steps to Early Retirement Free Video

09/06/2022

The gap between the wealth of Black and white Americans, one of the starkest benchmarks of inequality in the U.S., is on track to widen substantially after the pandemic exacerbated wealth concentration, according to new data that details 160 years of racial wealth disparities for the first time. Join me and Aaron Smith for this special educational event. History of Finance. Register today.

Juneteenth Thursday, June 23, 2022 at 07:00 PM Eastern Daylight Time.

05/06/2022

I will be co- hosting this event along with@Aaron Smith please be my guest register and join the discussion!

Juneteenth Thursday, June 23, 2022 at 07:00 PM Eastern Daylight Time.

How to Start a Profitable Nonprofit Business 25/05/2022

https://www.eventbrite.com/e/how-to-start-a-profitable-nonprofit-business-registration-336681151387

How to Start a Profitable Nonprofit Business Start a profitable nonprofit organization the right way. Get the information and guidance to serve you community, lead and be profitable.

17/05/2022

Want to Start a Nonprofit business? Join us for this free informational webinar.
https://www.eventbrite.com/e/how-to-start-a-profitable-nonprofit-business-registration-336681151387

Intentional Success Coaching 09/05/2022

Free Masterclass! Sponsored by National Coalition of 100 Black Women, Inc., Richmond Metropolitan Area Chapter.

Intentional Success Coaching Success is Intentional and requires training, coaching and application of certain skills. Learn what you need to know.

12/03/2022
ABCs of Financial Aid 11/03/2022

ABCs of Financial Aid A strong financial aid package can push certain colleges to the top of the list.

Money Talks. Is Your Money Saying What You Want It To Say ? 08/03/2022

Don’t miss this one !

Money Talks. Is Your Money Saying What You Want It To Say ? Yes! You can invest, grow your wealth, and make an impact on social issues important to you and your community. Register. Learn more.

Elevate ! Business Growth Strategies 2022 22/12/2021

What a line up ! This is the dream team ! Business Growth 2022. Register take action today!

Elevate ! Business Growth Strategies 2022 NEW YEAR, NEW GOALS! 2022 IS YOUR YEAR TO ELEVATE YOUR BUSINESS!! LEARN FROM THE BEST, FIND CAPITAL FOR FUNDING, BRAND BRAND BRAND !!!

40 Black-Owned Businesses to Check Out in Downtown Richmond 23/09/2021

Check it out !πŸ‘πŸ½πŸ‘πŸ½πŸ‘πŸ½πŸ‘πŸ½πŸ‘πŸ½

40 Black-Owned Businesses to Check Out in Downtown Richmond Experience all of the culture and community downtown Richmond has to offer with these amazing black-owned spaces that are elevating RVA's start-up, art, and food scenes!

Life Insurance and Why It Is So Important 17/09/2021

City of Richmond FALL 2021 WEALTH-BUILDING SERIES

You are invited to the first of several sessions in OCWB’s Fall 2021 Wealth Building Series.
Join Evette Roots of the Office of Community Wealth Building and Sonji R. Tucker – President of SRT Wealth Design Group, LLC, as they discuss the importance of life insurance. DONT MISS IT!

CLICK HERE TO REGISTER
https://bit.ly/LIFEINSURANCESEPT22

Life Insurance and Why It Is So Important NEED TO PREPARE FOR UNFORESEEN CIRCUMSTANCES? IN THIS SESSION, YOU WILL LEARN HOW TO PROTECT YOUR FAMILY.

Wanting to hire a business coach? Here are 5 benefits on why you should 28/08/2021

It’s true a good business coach will help you remove some mental barriers that cause you to be stuck. Research but find a coach or really good mentor to grow your business and earn as much money as possible!

Wanting to hire a business coach? Here are 5 benefits on why you should If you’re serious about running a successful business, hiring a business coach is worth the investment for several reasons.

How Pre-Tax Contributions Affect Your Paycheck 14/06/2021

How Pre-Tax Contributions Affect Your Paycheck Contributing to your employer retirement plan reduces your take-home pay by less than you might think.

Photos from Modern Wealth by Design's post 14/06/2021

Enjoyed the conference for Women Advisors in Clearwater Florida, beautiful !!!

Tax Rules Changing Soon? 29/03/2021

Tax Rules Changing Soon? 3 strategies to use in 2021 (before they expire)

Handling Your Business Part 2 23/03/2021

Level Up Your Business ! Tonight March 23rd 7pm. Register now !

Handling Your Business Part 2 Keep Your Business profitable during unprecedented times

Last Chance Tax Opportunities? 17/03/2021

Tax opportunities?

Last Chance Tax Opportunities? 3 tax strategies to leverage before they're gone

Handling Your Business Part 2 16/03/2021

Handling Your Business Part 2 Keep Your Business profitable during unprecedented times

Handling Your Business, Maintaining & Growing Through a Crisis 14/02/2021

Must attend! Grants ! Successful business owners business strategies! Sponsored by Wells Fargo Register today!

Handling Your Business, Maintaining & Growing Through a Crisis Learn how to manage your business through crisis!

How to Make a Last-Minute IRA Contribution 28/01/2021

How to Make a Last-Minute IRA Contribution There's still time to meet the IRA contribution deadline for 2020.

Videos (show all)

What to do in a bear market...watch and learn. Click below https://keap.page/zst256/financial-services-package.html
Did you see this ? Thursday, August 4th@7pm virtual event. Money Is Power: How Black Women Can Create Legacy WealthRegis...
Money Mentoring webinar: Money Is Power Thursday August 4th 7pm. Register here: https://keap.page/zst256/how-black-women...