The Generational Wealth Summit

Closing the racial wealth gap is not a simple fix. What can help bridge this gap? There is no one-size-fits-all solution but expanding financial literacy, education, and job training efforts can help through financial experts.

On Thursday, February 9, 5:00 pm – 7:30 pm, EST NAMIC Carolinas will sponsor a hybrid event (in-person & virtual), The Generational Wealth Summit at Charter Communications - Charlotte Campus (Building provided soon).

Keynote Speaker/Panelist: Marlon Smith, Certified Financial Instructor & Legacy Wealth Strategist

Speaker/Panelist: Men Tchaas Ari, President & CEO - Communities in Schools for Charlotte Mecklenburg

PRELIMINARY AGENDA

• Meet & Greet 5:00 pm
• Welcome 5:10 pm
• Panel 5:15 pm
• Speaker 6:00 pm
• Social Time 6:30 pm

KEYNOTE SPEAKER BIO

Marlon Smith is a Certified Financial Instructor and Legacy Wealth Strategist.

• Career started as a Systems Engineer for two fortune-100 corporations, IBM and Hewlett-Packard in Silicon Valley, California.
• On January 15, 1992, Marlon listened to his heart and resigned from his corporate position to start Success By Choice, Inc.
• Marlon has personally given keynote presentations and facilitated seminars in 45 states and 18 countries.
• Published author of 7 books and Amazon #1 Best-selling Author.
• Opened 3 offices in South Africa with 67-person staff in developing curriculum and Train-the-Trainer programs impacting millions.
• Semi-finalist for Oprah’s BIG GIVE program.
• Presenter for the Tony Robbins Global Youth Leadership Summit for 21 years.
• Contributing Author to the international best-seller “Chicken Soup for the Soul”.
• Marlon has a Bachelor of Science degree in Electrical Engineering from the University of Virginia.

SPEAKER/PANELIST BIO

Men Tchaas Ari is the President and CEO of Communities In Schools of Charlotte-Mecklenburg, a student support organization that empowers students to stay in school and achieve in life.

• A native of Bloomfield, Connecticut, Ari has lived in Charlotte for 23 years.
• He is fluent in Spanish
• He has more than 23 years of experience in human services and is a tireless advocate for closing the wealth gap.
• Began his professional career with Mecklenburg County DSS as a Bilingual Food Stamp Case Manager.
• Prior to joining CIS, Ari worked as the Deputy Director of Adult and Economic Services with Mecklenburg County Department of Social Services and prior to working at DSS
• Formerly the Chief Program Officer at Crisis Assistance Ministry, where he was responsible for overseeing all client services.
• Ari is a graduate of Morehouse College, where he received his undergraduate degree in Spanish. He earned his Executive Master’s degree in Public Administration from the Maxwell School of Government at Syracuse University in December 2020.
• In 2018, he received a certificate in Municipal and County Government Administration from UNC-Chapel Hill.
• He is a member of the 2013 Class of Leadership Charlotte, for which he currently serves as immediate past chair.
• Served on the board of the Assistance League and WFAE’s Advisory Board
• A charter member of the New Generation of African American Philanthropists (NGAAP)
• Ari is an aviator, an avid reader and a self-proclaimed health enthusiast.

Host or Publisher NAMIC-Carolinas