It’s finally here! I’ll be hosting my 1st Money Matters Summit next year, March 29th! Many of you have asked me to do a workshop for entrepreneurs who need guidance with running a small business successfully.
I’m bringing some of my NetWORK to you, who help others increase their NetWORTH!
These business professionals will offer guidance on several basic business principles. They will equip you with the tools necessary to propel your business forward.
Statistics show that 20% of small businesses fail within their first year. Half fail within five years. Why? Many do not have the skills, training, or resources to function properly.
We want to help you!
Empowering Financial Growth and Success!
If you truly want to be a BOSS and run an effective and efficient business, it’s time you learn how to manage a business. It’s time you learn the legalities associated with certain business practices. It’s time you learn basic accounting principles. It’s time you learn effective marketing tools. It’s time you learn how to prepare for retirement. It’s time you learn how to protect your business and personal assets It’s time you took some time to LEARN.
Join me and some powerhouse professional at my first annual Money Matters Summit, March 29th in Lakeland, Fl. In person tickets available now. A limited number of virtual seats will open February 1st.
Meet The Speakers
Jacquie Johnson
Jacquie J. currently serves as the Central Area Executive at Alabama ONE Credit Union in Tuscaloosa, Al where she brings over 30 years of experience in business and banking.
Jacquie has received multiple awards for her outstanding contributions, including the Tuscaloosa Chapter of Credit Unions Community Service Award in 2020, the SHARP Award in 2022, and the 2024 Legendary Service Award from Temporary Emergency Services and the 2024 Empowering Woman of the Year. She is also a proud graduate of Leadership Tuscaloosa’s Class of 2021.
Before joining Alabama ONE, Jacquie co-founded and served as CEO of Bright Minds Youth Development, a non-profit organization focused on supporting children and young adults in at-risk neighborhoods in Jacksonville, Florida. Her leadership and heart for service have touched countless lives.
Jonathan Valdez
Jonathan (Jon) Valdez will share tips to help you take a comprehensive, planning-based approach to achieving your financial goals. Jon’s role at PNC is to help clients discover where they want their assets to take them, and to help them utilize all of the resources at their disposal.
He assist clients with short- and long-term goals. He can help you with a wide variety of financial matters, including:
• Retirement planning - saving, investing and developing a retirement
income plan so you can live the retirement lifestyle you're envisioning.
• Investment planning - he can help you establish sound investment goals and create an asset allocation that includes an appropriate mix of stocks, bonds and cash as it pertains to achieving your goals.
• Education planning - he can provide you with insight into the projected costs of higher education and discuss appropriate options to help reach your savings goals.
• Protection planning - he can help you prepare life insurance strategies and provide insight into long-term care solutions to protect your family.
Jon graduated from Buffalo State University. He has over 15 years of experience in the financial services industry.
Natosha Foster
Natosha is an accomplished insurance agent with a robust background in the financial and healthcare industries. Holding a BS in Management and a BA in Admininstration Natosha combines academic expertise with practical experience to deliver exceptional service.
Known for a "white glove" customer service approach, Natosha is dedicated to providing personalized solutions that meet the unique needs of clients. With a strong focus on relationship-building and problem-solving. She excels in guiding clients through complex insurance options, ensuring they feel informed and confident in their decisions.
Passionate about helping others, Natosha is committed to making a positive impact in the lives of clients by delivering tailored solutions and support every step of the way.
Wil is the Broker/Owner of Dream BIG Realty, operating in Florida and Georgia. He is also the CEO of SHOW ME THE GAME LLC, teaching financial literacy and entrepreneurship.
With over 13 years of experience as Pastor of Dream Church in Jacksonville, Wil shifted to Full-Time Marketplace Ministry in 2019. Notably, he is a Top Producing Broker/Realtor in Florida and Georgia, a 3X Jacksonville Best Boss Winner, and the 2022 Best Boss Entrepreneur Of The Year.
Willie Wil Singleton
Tina Denham
Tina Denham, Esq., is an accomplished attorney and legal professional with over a decade of experience in Florida's legal industry and over 20 years’ experience in Florida’s real estate market. As the owner of Denham Law, PLLC, Tina specializes in landlord/tenant matters, small claims, wills, trusts and estates, advanced directives, power of attorney, health care surrogate, and probate law, providing personalized legal solutions to her clients.
She is a member of the Florida Bar Association, the Orange County Bar Association, and a certified Notary Public. Tina earned her Juris Doctorate from Barry School of Law and holds a Bachelor of Applied Science in Legal Studies from St. Petersburg College, where she graduated Magna Cum Laude. Her expertise spans civil litigation, real estate transactions, foreclosure defense, and estate planning, showcasing a broad range of legal capabilities.
At the Money Matters Summit, she will share valuable insights on navigating legal challenges in real estate and civil matters, empowering attendees to make informed decisions about their financial and legal futures.
Puran Sugrim, is a Financial Advisor here to help you take a comprehensive, planning-based approach to achieving your financial goals.
As a PNC Investments Financial Advisor, his job is to help you discover where you want you assets to take you, and to help you utilize all of the resources at your disposal. His approach to financial planning starts with my clients. He will take the time to understand you, your family, your goals and your needs, all so he can provide you with personalized guidance and insight.
Puran Sugrim
FAQ
📅 Date: Saturday, March 29, 2025
🕒 Time: 10am - 4pm EDT
📍 Location: Domain Ave - 4755 Drane Field Road #103 Lakeland, FL 33811
Q: Who should attend this event?
A: Entrepreneurs, business owners, and anyone looking to improve their financial acumen.
Q: How can I purchase tickets?
A: Click here to register.