Bronx NY: Virtual Financial Wellness & Homeownership Expo!

Note: This is a Virtual Event organized from 8 West 126th Street, New York, NY. All attendees must log in remotely.

Our Financial Health

A growing national consortium of financial service professionals and community advocates dedicated to empowering individuals to build and sustain generational wealth.

"Building Bridges to Economic Equality"

Important: How to Attend

All individuals interested in attending this expo will receive a free 30-minute financial consultation to create a personalized financial growth roadmap and maximize their expo experience.

⚠️ Registering on Eventbrite does NOT secure your spot.
To gain access, you MUST complete your 30-minute consultation.

👉 to receive your expo login credentials. You can also find the link in your Eventbrite confirmation email.

What to Expect

Our Financial Health presents a One-Stop Shop for financial empowerment, covering key topics such as:

• Financial Literacy
• Credit Building
• Mortgages
• SBA Loans
• Stock Investing
• Small Business Development & Acquisitions
• Marketing Services
• Business Grant Procurement
• Small Business Legal Services
• Insurance Products
• Tax Advisory & Accounting
• Estate Planning
• Financial Planning

11:00 AM - 11:20 AM | Keynotes Welcome and Introduction

• Opening remarks by event host
• Overview of event goals and virtual navigation guide
• Information on scheduling 1-on-1 meetings with financial service providers

11:20 AM - 11:50 AM | Keynotes Keynote Presentation: Financial Literacy

• Importance of financial literacy for building wealth
• Actionable steps for personal financial health and wellness

11:50 AM - 7:00 PM | Vendors

Attendees can join specialized hubs for financial education, open discussions, Q&A, and one-on-one meetings with financial professionals. Topics include:

• Debt Relief Strategies – Learn effective methods for managing and eliminating debt, including consolidation, settlement, and budgeting techniques.
• College Savings Funds – Explore 529 plans, custodial accounts, and other strategies for funding higher education.
• Validated Businesses & Investment Properties for Sale – Browse vetted businesses and investment properties available for acquisition.
• Credit Building Essentials – Understand how to establish and maintain a strong credit score.
• Mortgages & Homeownership – Get expert guidance on navigating the mortgage process, especially for first-time buyers.
• Life Insurance & Wealth Preservation – Learn about life insurance options and strategies for long-term wealth preservation.
• Basics of Stock Investing – Discover how to start building an investment portfolio and understand market fundamentals.
• Small Business Acquisitions & Financing – Explore SBA loans, grants, and financing options for growing or acquiring a business.
• Tax Advisory & Accounting Tips – Learn tax-saving strategies for individuals and small business owners.
• Retirement & Medicaid Planning – Plan for long-term financial security with retirement savings and Medicaid strategies.
• Group Investing – Building Income Together – Learn about pooled investment strategies for shared financial growth.
• Real Estate Investments: Fix-and-Flips & REITs – Understand real estate income opportunities, including fix-and-flip strategies and Real Estate Investment Trusts (REITs).
• Business Development Accelerator – Access structured support to help businesses scale rapidly with essential resources.
• Financial Services Career Building – Gain skills, certifications, and mentorship in financial planning, mortgage lending, SBA financing, and investments.
• Business Services – Enhance business operations with marketing, consulting, loan products, and management solutions.
• Group Purchasing Organization – Access exclusive discounts on essentials like groceries, clothing, travel, and more through collective buying power.

11:51 AM - 12:25 PM | Debt Relief Strategies

• Effective approaches to managing and eliminating debt
• Followed by Q&A

12:25 PM - 1:00 PM | Credit Building Essentials

• How to build and maintain a good credit score
• Followed by Q&A

1:00 PM - 1:35 PM | Mortgages & Homeownership

• Tips for first-time homebuyers on navigating the mortgage process
• Followed by Q&A

1:35 PM - 1:55 PM | Break

1:55 PM - 2:30 PM | Basics of Stock Investing

• Introduction to stock investing and portfolio management
• Followed by Q&A

2:30 PM - 3:05 PM | Understanding Life Insurance

• Learn the fundamentals of life insurance and its role in financial planning
• Followed by Q&A

3:05 PM - 3:40 PM | Retirement & Estate Planning

• Strategies for retirement savings, Medicaid planning, and financial security
• Followed by Q&A

3:40 PM - 4:00 PM | Break

4:00 PM - 4:35 PM | Small Business Financing

• Funding options, SBA loans, grants, and state resources
• Followed by Q&A

4:35 PM - 5:10 PM | Acquiring & Valuing Small Businesses

• How to evaluate and transition into business ownership
• Followed by Q&A

5:45 PM - 6:00 PM | Closing Remarks & Raffle Drawing

• Event summary and closing
• Announcement of the First-Time Homeowner Down Payment Raffle winner

6:00 PM - 7:00 PM | Final Networking & Education Connections

• Last chance to network with attendees and engage with financial education hubs

Host or Publisher Our Financial Health