| Outline |
Time |
Speakers |
Registration,
Continental Breakfast, Networking: |
8:30 am
- 9:15 am |
|
| Welcome |
9:15 am
- 9:20 am |
Mr.
Dexter Jenkins - Financial Consultant, Primerica
Financial Services |
| Sponsor
Remarks - A few words from our “Get Motivated” morning
lead sponsor: |
9:20 am
- 9:25 am
|
Mr.
Pedro Fontes - Second Vice President – Wealth Management – Citi/Smith
Barney |
“Get
Motivated” Morning Inspiration Speaker – The
Strength of Transferring A Business to the Next Generation |
9:25 am
- 10:00 am |
Mr.
Alberto Vasallo, III, - Vice President – El
Mundo News Paper
|
Break
- Update & Audience Recognition:
- General
Attendees – Name, Organization
- Trade-fair Table Participants – Name, Organization,
About Your
-
Products/Services Lead Sponsor Appreciation |
10:00 am
- 10:15 am |
Mr.
Javin Jones - Financial Advisor, Ameriprise Financial
|
Workshops Begin -
Session 1
(All 3 of the following workshops
start and end at the same time) |
10:25 am
- 11:35 pm |
|
Workshop A:
"Personal
Finance"
– About Credit & The Art of Budgeting
CLICK FOR DETAILS >> |
10:25 am - 11:35 pm |
Moderator:
Mr. Javin Jones, Financial Advisor - Ameriprise
Financial
Panelist: Mr. Randy Wilburn, President
- RW Realtors & Company
Moderator: Mr. Frank Hines, President - Boston Bay Mortgage,
LLC |
Workshop
B:
"Personal
Finance"
– Building Wealth using the Stock Market
CLICK FOR DETAILS >> |
10:25 am - 11:35 pm |
Moderator:
Mr. Dexter Jenkins, Financial Consultant - Primerica
Financial Services
Panelist: Mr. Pedro Fontes,
Second Vice President - Wealth
Management - Citi/Smith Barney
Panelist: Mr. Dan Rivers, Vice President - Bernstein Global
Wealth Management
Panelist: Mr. Dan McCarthy, President - Pension Concepts |
Workshop C:
"Business
Development" – 3 Major Construction
Developments in the Boston Area
CLICK FOR DETAILS >> |
10:25 am - 11:35 pm |
Moderator:
Mr. Lonnie Daniels, President - Massachusetts Minority
Contractors Association
Panelist: Mr. Drew Foster, Planning Coordinator - The
Kroc Center Development
Panelist: Mr. Arnold Johnson, Developer - The Bartlett
Project
Panelist: Ms. Jen Faigel, Development Director - The Jackson
Square Project
|
| “Power Networking Luncheon” |
11:35 am - 12:45 pm |
Lunch
Served
|
Welcome |
11:50 am -
11:55 am |
Mr.
Carlo Abrams, President - Blue Chips Recruiting |
Update |
11:55 am -
12:00 pm |
Mr.
Jesse Jeter, Executive Director - Christian Economic
Development Association
|
Sponsor Remarks -
A few words from our “Power Networking” luncheon
sponsor |
12:00 pm -
12:05 pm |
Mr.
Edward J. Merritt, President and CEO – Mt. Washington
Bank |
| “Power Networking” Luncheon
Keynote Speaker– Building A 100 Million Dollar
Firm “DEBT FREE” |
12:05 pm -
12:40 pm |
Mr.
Glenn Henderson, President & Founder - AFC Express |
Workshops Continue -
Session 2
(All 3 of the following workshops
start and end at the same time) |
12:50 pm -
2:00
pm |
|
Workshop D:
"Personal
Finance"
– Leaving a Financial Legacy
CLICK FOR DETAILS >> |
12:50 pm -
2:00 pm |
Moderator:
Mr. Carlo Abrams, President & Founder - Blue Chips
Recruiting
Panelist: Mr. Glenn Henderson, President & Founder
- AFC Express |
Workshop
E:
"Business
Development" – Business Opportunities
with 3 Major Organizations in the Boston Area
CLICK FOR DETAILS >> |
12:50 pm -
2:00 pm |
Moderator:
Mr. John Ryan,
President - Career
Management Inc. CMI
Panelist:
Mr.
James Fortune, Program Compliance
specialist - Massachusetts Housing
Panelist: Mr. Bernard Grant, Senior Buyer - Northeastern
University
Panelist: Ms. Denise Young-Howard, Purchasing Department
- Northeastern University
Panelist: Mr. Lloyd Bowen, Manager, Financial Services
- Prudential Insurance Company
|
Workshop F:
"Business Capital"
– Available Funding to Grow Your Vision
CLICK FOR DETAILS >> |
12:50 pm -
2:00 pm |
Moderator:
Mr. Robert Williams, Principal - Boston Resources Group,
LLC
Panelist: Ms. Ronia Stewart, Branch Manager President -
Citizens Bank
Panelist: Mr. Robert Roach, Managing Director - Nile Capital,
LLC.
Panelist: Ms. Jeanette Simmons, Community Branch Manager
- Sovereign Bank
Panelist: Mr. Reggie Nunnally, Deputy Director of Business
Development - City of Boston - Boston Business Assistance
Center |
| Welcome (Afternoon Panel Discussion) |
2:10 pm –
2:15
pm |
Mr.
Tony Parham, President - The Koinonia Group |
| Sponsor Remarks - A few words from our “Power
Networking” luncheon sponsor |
2:15 pm –
2:20 pm |
Panelist:
Mr. Pedro Fontes,
Second Vice President - Wealth Management - Citi/Smith Barney |
| “Wealth Opportunities” Panel
Discussion – Building
Wealth in a Down Economy |
2:20 pm –
3:30 pm |
Moderator
Mr. Tony Parham, President - The Koinonia Group,
Panelist: Mr. John Jenkins, President & CEO - West
Insurance Agency
Panelist: Mr. Edward J. Merritt, President & CEO -
Mt. Washington Bank
Panelist: Mr. Leonardo Radomile, President - Put Faith
to Work
Panelist: Mr. Ken Guscott, President & CEO - Long Bay
Management Company |
| VIP After Hours
Networking Reception with the smooth Jazz sounds of the George W. Russell Jazz
Trio |
3:30 pm –
4:55
pm |
Sponsored
in part by:
Prudential Insurance Company |
| End of Wealth Summit |
5:00 pm |
|
