Latinx Roadmap to Wealth
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Latinx Roadmap to Wealth

Money is not just about numbers but about the lifestyle we choose to live. Join us to talk about some steps you can take to reach a healthier relationship with your finances without sacrificing what really matters to you.

6/23/2020
When: 12 (noon)
1 pm
Where: WEBINAR (virtual event)
United States
Presenter: Rosario Chacon, CFP®, MBA
Contact: Claudia Sloan


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Note: Registration is required to attend and will close 30 minutes prior to start or sooner if all the seats get taken.

 

You have probably heard the cliche phrase of what gets you “here” won’t get you “there.” You have worked hard writing papers, spent countless hours in front of a screen acquiring a new language that helps you communicate with machines, and running five to six digits in student loans so you can reach your dreams of graduating school. Then you start the full-time job of looking for a company that values what you can offer.  Hopefully, you landed in a company that appreciates the unique you.  With hard work and a bit of luck, you may have landed in a company that offers you great income and employee perks, which gives you a great sense of belonging and achievement.  Congratulations!

If you are like me, you may still have some student loans to pay.  Plus you may have a car payment, a mortgage, and a family to feed.  At the end of the month, you may see your discretionary funds reduced to five or ten percent.  If you are not a homeowner, you wonder if you would ever be able to afford one.  If you want a family, you may have second thoughts about having children.  Living in the Bay Area should not be equivalent to a lack of joy and forgone dreams.

Luckily, money is not just about numbers but about the lifestyle we choose to live.  Join me to talk about some steps you can take to reach a healthier relationship with your finances without sacrificing what really matters to you.

 

  • Mind Your Finances
    • How Financial Biases can hinder our money decisions.
  • Re-engineering your Financial Habits
    • Data about the current Student Loan Crisis.
    • How your student loans may impact your long-term plans.
  • Planning with impact 
    • Personal Income Statements - your cash flow.  Prepare for the unknown.
    • Personal Balance Sheet - owning versus owing.
    • Credit and Wealth - How your credit health leads your financial wealth.
    • Diversification starts at work.  Employment Benefits and perks.
    • Retiring wealthy - The second best time to plant a tree is today.  The power of compounding

This webinar is provided to you by the Prospanica Silicon Valley Chapter.  More webinars like this will be listed in the chapter calendars at Prospanica.org (search by chapter) or on Facebook @ProspanicaSiliconValley.

 

About Rosario 

 

Rosario Chacón is a Certified Financial Planner™ professional and a Life Coach in the San Francisco Bay Area. Rosario’s academic background is in Economics and a Master in Business Administration. Her experience in banking and business management provided her with the sensibility to learn about her customers’ financial needs and their oftentimes inadequate preparation for future financial demands. This led her to her journey into Personal Financial Advising.

After working in a large Broker/Dealer, then a Fee-Only practice, Rosario has learned that to take better care of one’s current and future financial life, it is important to have a healthy relationship with one’s money. Rosario believes that one of the biggest contributions she can make on a client’s finances is to guide them throughout decision-making and their financial transformation process. Rosario is currently pursuing a Certification in Psychology in Finance and Behavioral Finance at the MBA graduate program at Creighton University.  Rosario is also a long-time board member of Prospanica Silicon Valley.