Building Wealth

“Building Wealth” is a conversation about financially empowering underserved communities to build and grow wealth. Our guest speakers discuss common challenges in underserved communities and share resources and ways that can help.

Speakers include Principal & CCO of Financial Staples, Chloé A. Moore, CFP®; Managing Principal and Founder of Felton & Peel Wealth Management, Malik Lee, CFP®, CAP®, APMA®; and Lead Planner of Facet Wealth, Cait Howerton, MBA, AFC®, CFP®. The webinar is hosted by Lisa Hopkins, the President of the North American Securities Administrators Association (NASAA.