Dinero Talk: Level up Your Financial Knowledge - Powered by SUMA Wealth (Grand Halls BC)
We are demystifying and reimagining financial inclusion! Join Francisca and Lupita for a session on the foundations of building your financial plan. They will take you to Dinero Bootcamp and share Latino-centered content from SUMA Wealth’s SUMAVERSITY to empower you to unlock your financial dreams.
This session will help set you up for success by covering topics like financial literacy, credit, saving, investing, retirement and estate planning, and more! Come away with tools, resources and the insights to both overcome current financial challenges, and better prepare for a more prosperous future.
If you are an early career professional, student, or want to brush up on the basics of financial planning, this session is for you!
Presenters: Francisca Rodriguez, Lupita Avalos
Creating Your Wealthy Mentality (Grand Hall A)
Join Marisol Isaula, The Wealthy Mujer, in this transformative breakout session as she introduces "Creating Your Wealthy Mentality," a journey to redefine wealth beyond financial gain. We've been taught that wealth equates to money and while money is needed and important, we can embody wealth in many ways thus creating prosperity in all areas of our life.
Marisol will introduce the Wealthy Mujer framework, which encompasses six pillars of wealth: Purpose, Relationships, Health, Confidence/Spirit, Communication, and Money.
This session will give you the tools you'll need to redefine wealth to align with your values and purpose. Through interactive discussion, you will develop personalized strategies to achieve your wealthy goals while connecting with your internal power and courage needed to live authentically and aligned with their purpose.
Don't miss this opportunity to shift your mindset, cultivate abundance, and embark on a journey towards true prosperity.
Venture Capital Charla (Grand Hall A)
Together we will learn about the experiences of Latinos in venture capital (VC), learn from leading mujeres in the industry, and discover opportunities to leverage venture capital as a wealth building tool.
During this Venture Capital Charla, Jennifer Abele, VC 414 Founder and Managing Partner, and Adela Cepeda, Angeles Investors Board Chair, will get candid about their journey to helping undercapitalized founders grow their businesses and become investors.
Jennifer and Adela will start with an overview of VC basics, and then dive into strategies that they are implementing across the country to make VC accessible to both underrepresented founders and investors.
Presenters: Adela Cepeda, Jennifer Abele
Closing the Gap | Building Generational Wealth Through Homeownership & Real Estate (Grand Halls BC)
Homeownership remains one of the most powerful and impactful tools to build generational wealth, so why are Latinos continually underrepresented as homeowners in Wisconsin and across the nation? Amanda and Maria Watts will dive deeper into the multiple facets of homeownership, along with its history, complexities, challenges and how you can utilize homeownership to meet your future financial goals (or the next generation’s!).
You can also take your investment portfolio to the next level by considering real estate. Explore the different real estate investment categories, and learn about current trends in each of those markets from industry expert, Ivan Gamboa.
Presenters: Amanda Watts, Ivan Gamboa, Maria Watts
CLOSING WORKSHOP
LIFECAMP: A Case Study on Latino Prosperity (Grand Halls BC)
At LIFECAMP, we believe prosperity is about living life as the fullest and highest expression of yourself. It is about the power to dream your own dreams and make those dreams come true. But how?
Join LIFECAMP founders Jose Sánchez and Rosario Sánchez-Ledesma as we tell our story in hopes that it will educate, motivate, and inspire you to make your own dreams come true! If we can do it, so can you!
Presenters: Jose Sánchez, Rosario Sánchez-Ledesma
Summit Schedule
8:30 a.m.
Check-In, Networking, and Small Business Shopping
9:45 a.m.
Opening Remarks
10 a.m.
Opening Panel
Increasing Latino Prosperity: A Roadmap for a Stronger Wisconsin
11:15 a.m.
Breakout Sessions:
Dinero Talk: Level Up Your Financial Knowledge (Powered by SUMA Wealth)
Creating Your Wealthy Mentality
12:15 p.m.
Lunch and Networking
1 p.m.
Breakout Sessions:
Venture Capital Charla
Closing the Gap | Building Generational Wealth Through Real Estate
2:10 p.m.
Closing Workshop
LIFECAMP: A Case Study on Latino Prosperity
3:30 p.m.
Closing remarks, Photo Experience, and Event Conclusion
Schedule is subject to change.
