Atlanta: Virtual Financial Wellness & Homeownership Expo!

Sat Apr 26 2025 at 11:00 am to 07:00 pm UTC-04:00

3379 Peachtree Rd | Atlanta

Our Financial Health
Publisher/HostOur Financial Health
Atlanta: Virtual Financial Wellness & Homeownership Expo!
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Do you have a plan to guarantee you will never run out of money?
About this Event

Note: This is a Virtual Event organized from 3379 Peachtree Road Northeast Atlanata, GA. 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


Agenda

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


Ongoing Financial Education & Services Hub

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.



Keynote Sessions

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


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Event Venue & Nearby Stays

3379 Peachtree Rd, 3379 Peachtree Road, Atlanta, United States

Tickets

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