Financial Family ReUnion Summit

Schedule

Fri Feb 28 2025 at 09:30 am to 04:30 pm

UTC-08:00

Location

Nasdaq Entrepreneurial Center | San Francisco, CA

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Empowering Black, Brown, and Disabled families with tools, workshops, and inspiration to build generational wealth, no matter your income.
About this Event

The Financial Family ReUnion Summit is a one-of-a-kind event designed for leaders serving Black, Brown, and Disabled communities, as well as families who are Black, Brown, or Disabled. This impactful summit empowers attendees to build generational wealth, gain essential financial education, and take actionable steps toward closing the wealth gap.


Happening on February 28, 2025, at the prestigious Nasdaq Entrepreneurial Center in San Francisco, the event will offer a dynamic mix of inspiration, education, and connection. With both in-person and virtual attendance options, this event is accessible to families and leaders nationwide, ensuring no one is left behind in the wealth-building journey.


What You’ll Experience

- Expert insights: Hear from industry leaders and changemakers redefining financial empowerment for historically excluded communities.

- Interactive workshops: Gain hands-on knowledge about investing, estate planning, and creating lasting generational wealth.

- Networking opportunities: Connect with families, organizations, and professionals committed to uplifting communities.

- The Financial Joy Awards: Celebrate trailblazers making an impact in financial equity, including the inaugural award honoring Ollen Douglass.


Why Attend

- Empower families: Learn how to open and manage a brokerage account to start your family’s wealth-building journey.

- Engaging tools: Explore resources like the award-winning LEGACY! Card Game to make financial education interactive and fun.

- Protect wealth: Access guidance on creating trusts and wills to secure your family's assets for future generations.

- Take action: Develop a personalized Generational Wealth Plan to immediately begin your journey to financial stability.

- Be inspired: Hear success stories from individuals and families who’ve overcome financial barriers to create lasting change.


Who Should Attend

- Families who are Black, Brown, or Disabled and looking to secure their financial future.

- Leaders, educators, and organizations committed to serving Black, Brown, and Disabled communities.

- Companies and advocates passionate about DEI and financial equity initiatives.

- Anyone eager to break the cycle of poverty and unlock generational wealth.


Speakers

Jenny Flores – Renowned leader in community development and corporate philanthropy, dedicated to empowering underserved communities through financial inclusion.

Ruby Taylor – Founder of Financial Joy School, disability advocate, and leader in the movement to close the wealth gap for Black, Brown, and Disabled families.

Ollen Douglass – Founder of Motley Fool Ventures and the first recipient of the Financial Joy Legacy Award, sharing his inspiring journey of creating generational wealth.

Reesha Howard – Financial educator and advocate for generational wealth-building within Black and Brown communities.

Kaycee Campbell – Community leader from Los Angeles, passionate about financial equity and uplifting underserved families.

and a few more...

Join the Movement

The Financial Family ReUnion Summit is also the official launch of the 1,000,000 Black, Brown, and Disabled Families Initiative, an ambitious campaign to open brokerage accounts for 1 million families by 2053. Together, we are redefining the future of financial equity and access.


Event Details

- Date: February 28, 2025

- Location: Nasdaq Entrepreneurial Center, San Francisco, CA

- Virtual Option: Available for global attendees

- Tickets: $399 (In-person) | $99 (Virtual) (It's Free thanks to our sponsors)

Spaces are limited. Secure your spot today and be part of a legacy-building movement!


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Where is it happening?

Nasdaq Entrepreneurial Center, 505 Howard Street, San Francisco, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

The Financial Joy School

Host or Publisher The Financial Joy School

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