Credit & Wealth Management Event Highlights

Posted:  May 1st, 2012 by:  YPN MIami comments:  0

On Thursday, April 19th, 2012, YPN Miami’s Professional Development Committee and FIU Black Alumni hosted the Credit and Wealth Management Fair featuring Gerald Grant Jr., Director of Financial Planning at AXA Advisors.

The workshop covered various topics about creating financial wealth based on Mr. Grant’s latest book, Bold Moves to Creating Financial Wealth and discussed the following topics:

— Budgets and Financial Planning

Using an expense worksheet and/or budget spreadsheet. The lesson here depicts a daily audit of where and how your monies are spent on expenses, pleasures, savings, etc.

— Value of Creating Your Own Bank

This next lesson reveals that borrowing from yourself doesn’t cost anything.

— Investments

This lesson aided in the understanding of how investments benefit you in the short-term and long-term. A detailed illustration was given with many examples about safe fixed investments as well as the importance of diversification.

— Smart Savings

Saving is obviously not a small task, but a necessary and important task at every stage of our lives. Smart saving will only result in the feeling of financial security.

— Continuous Education

Having the resources to financially succeed is no longer sufficient. It is also educating and setting our children up to succeed. One example shared is when students graduate in the top 10 % of their class, scholarships are given to make college affordable for any parent.

The overall lesson is to start your timeline of the “Bold Moves.” Start with speaking to a financial advisor who advise you on your financial affairs based on your needs.

About Gerald Grant

As an AXA Advisors Financial Professional, Mr. Grant has dedicated himself to helping clients secure their financial futures. “I have the resources and knowledge to help you develop and implement a sound financial strategy. My job is to assist you in mapping out your financial goals and to select the appropriate products to help you work toward your objectives”, says Mr. Grant.

AXA Advisors is a subsidiary of AXA Financial, Inc., a member of the global AXA Group. AXA Advisors has financial professionals in communities throughout the United States. AXA Advisors’ local presence allows clients to develop special relationships with talented, capable financial professionals in their local communities. AXA Advisors and its affiliates, offers a broad range of financial products and services. Additional information can be obtained from Bold Moves to Creating Financial Wealth; at

To supplement Mr. Grant’s financial expertise, our partnered companies of other financial resources included:

— The Accounting and Tax Company Vendors
— American General Life and Accident and Insurance Company (AGLA) Vendors
— Ameriprise Financial Vendors
— The Brutus Law Group, PA
— Tax Whiz, LLC

Youseline Poteau
YPN Miami, Professional Development Chair

Chaynea Fox-Sampson
YPN Miami, Professional Development Co-Chair

Casandra “Coach Cass” Roache, MPH
VP of FIU Black Alumni Chapter


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