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Introducing The Intentional Wealth Summit

For our third full-day digital summit, TFD is bringing you everything you've ever wanted to know about building and maintaining long-term wealth but were afraid to ask. From creating the right investment plan, to leveraging real estate to your advantage, to upgrading your whole life to platinum level through savvy credit card use, this is the perfect summit to bring your wealth-building game to the next level. Make sure to join us for The Wealth-Building Prep Class on Tuesday, November 9th, which will teach you the 101s of investing and wealth-building concepts and get you fluent in the terms and ideas you need to understand before the full-day summit later in the week!

$49

What your ticket includes:

  • Access to the full-day event, including more than 10 sessions and interactive components, all centered on wealth-building
  • Full access to video recordings of The Intentional Wealth Summit sessions for 2 months following the event.
  • A hands-on, downloadable and printable workbook with a number of activities, lessons, and guides to continue your work from the conference and enhance your wealth-building skills.
  • Access to the conference Slack, featuring dedicated networking spaces based on where you are in your wealth-building journey.
  • A virtual goodie bag full of freebies, discounts, and downloadables to use before, during, and after the event.

Key takeaways:

  • Get comfortable with important financial concepts and definitions once and for all.
  • Develop the tools that will help guide you on your wealth-building journey. Be it how to navigate difficult money conversations to finding a career the aligns with your personal and financial goals, you will walk away from the summit prepared for anything.
  • Establish a thoughtful understanding of wealth to ensure you are setting realistic and attainable goals.
  • Learn how to build long-term wealth by creating the right investment plan.
  • Feel confident that you can retire one day because you understand the basic strategies of wealth building.

CHELSEA FAGAN

Chelsea Fagan is a writer and the founder of The Financial Diet. She lives in Manhattan with her husband and dog.

LAUREN VER HAGE

Lauren is the cofounder of The Financial Diet, and serves as its in-house graphic designer and art director. Since 2015, she’s cherished the opportunity that TFD has given her to create work that informs, educates, and delights our followers

AMANDA HOLDEN

Amanda Holden is an award-winning money writer, speaker, and educator. Through her business, Invested Development, Amanda has taught thousands of women to invest.

SORAYA JOSEPH

Soraya is a pseudo-purist for print, with a background in television, digital and traditional media. A connoisseur of words, but not necessarily the fancy ones. More so an obnoxious obsession with puns and alliteration.

TIFFANY FERGUSON

Tiffany Ferguson is a 26-year-old YouTube content creator with over 720,000 subscribers. Her main video series, Internet Analysis, blends social media and pop culture commentary with media criticism.

JAZMINE REED-CLARK

Jazmine Reed-Clark is a Dallas-based content creator, career wellness coach, and mental health advocate focused on helping millennial women feel secure at work, inspired at home, and confident in their skin.

RITA-SOLEDAD FERNANDEZ PAULINO

Rita-Soledad Fernández Paulino is a Queer Mexican-American personal finance educator. Through her social media content, newsletter, speaking engagements, and 1-on-1 coaching program, Soledad works to remove the barriers to financial security for BIPOC, women, and LGBTQ+ folk.

ERIN LOWRY

Erin Lowry is the author of Broke Millennial, Broke Millennial Takes On Investing and Broke Millennial Talks Money: Stories, Scripts and Advice to Navigate Awkward Financial Conversations. She’s written for The New York Times, Bloomberg and Cosmopolitan and been on The Rachael Ray Show, BBC, and CBS Sunday Morning.

KEA MEYERS DUGGAN

Kea Meyers Duggan is an award-winning entrepreneur, show host, speaker, and recognized career strategist for emerging leaders on overcoming fear.

BRIAN WALSH

Brian leads the financial planning team at SoFi and is a CERTIFIED FINANCIAL PLANNER™ professional. As a self-proclaimed financial planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical.

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Featured Sessions

 

Real estate is often thought of as an investment, but what does that look like for people who don’t come from generational wealth? This panel of experts will provide actually-helpful insights for people looking to invest in real estate, and answer the most burning questions our audience has on buying an investment property.

 

 

Led by a reputable and relatable credit card expert, this workshop will provide a strategic approach to travel and credit card hacking, as well as embracing luxuries you may not realize you have access to, no matter your starting budget.

 

So often, the media touts billionaires as self-made geniuses — but they typically earn their places by a) having a leg up through generational wealth, and b) completely exploiting the workers who allowed them to advance to their position in the first place. This thoughtful panel discussion will dissect what we associate with wealth and success, and how to define wealth by our own goalposts rather than what society deems “impressive.”

 

*****

Thank you to our SoFi for partnering with us on this event!

Presenting Sponsor

The SoFi financial planning team doesn’t provide market research, advice or recommendations on individual stocks or securities.

Automated and advisory services offered through SoFi Wealth LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully completed CFP Board’s initial and ongoing certification requirements.

Find out more at SoFi.com. Loans originated by SoFi Lending Corp., CFL #6054612, NMLS #1121636. 375 Healdsburg Avenue, Suite 280, Healdsburg, CA 95448. State restrictions apply. See SoFi.com/legal#licenses for important information.

SoFi. 234 1st Street San Francisco, CA 94105

© 2020 Social Finance, Inc. All rights reserved.

FAQs

How much does the summit cost?

This digital summit is $49. We are also offering a free prep class earlier in the week to help you get started on your wealth-building journey! You will have unlimited access to the recordings for both events for 4 months after the summit.

If you have any additional questions, please email us at events@thefinancialdiet.com.

Do you accept refunds?

Due to the exclusive nature of this event, all sales are final and we do not offer price adjustments.

How long will I have access to the recordings?

You will have unlimited access to the video recordings for 4 months after the event.

What happens after I purchase this course?

After you purchase, you will be sent a confirmation email from Eventbrite. One week before the event begins, you will receive a welcome email with information on how to access the event along with the downloadable workbook

The Monday after the event, you will receive a wrap-up email with instructions on accessing the  recordings and your goodie bag.

When will the full outline be announced?

The full outline will be announced at the end of October.