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The Financial Wellness Conversation: Part I

We were determined to start the year off on the best possible note, so we brought experts in to discuss one of the most important topics related to a proactive and successful life: financial wellness. 

Our Black community employee resource group, BlackBurst, sponsored a panel featuring experts from different areas, ensuring a discussion with a wide range of themes including risk mitigation and management, establishing multi-generational wealth, wealth planning, and the specific challenges Black people in the U.S. face within these categories. 

We invited insurance expert Natasha Labbe, attorney Alberthe Bernier, who specializes in trusts and estates, and financial advisor Javier Lugo, who focuses on investment, education and retirement planning. Almost three hundred employees participated, took notes to map out their own financial goals for 2021, and are already awaiting the next part of this panel series.