REGISTER NOW FOR IN-PERSON OR VIRTUAL ATTENDANCE
Celebrate Black History Month With Us
Date
February 28th, 2025 - FRIDAY
Timing
9:30am-4:30pm PST
Location
Nasdaq Entrepreneurial Center 505 Howard St. San Francisco, CA
WHY YOU CAN’T MISS THIS EVENT
The Financial Education Summit isn’t just an event—it’s
a movement to change the narrative around generational
wealth.
Financial Education Summit 2025
Calling Community Leaders & Black, Brown, & Disabled Families!
Join us at the Financial Education Summit, a powerful gathering—open to the public both in-person and virtually—focused on empowering leaders, advocates, and families to build generational wealth with purpose and joy, no matter our income. This is where community-driven financial education meets real action.
Proven tools to start investing for long-term success
Step-by-step guidance to create a trust and will to protect your legacy
A personalized generational wealth plan to ensure your community & family’s future
Exclusive access to the Generational Wealth for ALL Toolkits to bring back to your communities, family, networks, and corporations to multiply the impact
You won’t just learn—you’ll be empowered to act and share what you learn to create a ripple effect that extends far beyond the summit.
REGISTER NOW FOR IN-PERSON OR VIRTUAL ATTENDANCE
MEET OUR VISIONARY SPEAKERS
Be inspired by changemakers leading the charge toward financial equity
Ruby "SunShine" Taylor, MSW
Founder, Financial Joy School
Ruby is a disability advocate, award-winning entrepreneur, and the driving force behind the Generational Wealth for ALL Initiative. Her mission is to empower families with the tools they need to create wealth and transform futures.
Jenny Flores
Financial Executive & Trailblazer
A leader in financial inclusion, Jenny has revolutionized small business growth and community-focused financial education initiatives, helping underrepresented communities thrive.
Ollen Douglass
General Partner, Lightship Anchor; Former CFO, The Motley Fool
With a career dedicated to creating equity through leadership and investment, Ollen’s insights on building generational wealth are unparalleled.
Alfredo Mathew III
Founder and CEO of SPCC.1
An experienced teacher, non-profit leader, and business owner, Alfredo is on a mission to make entrepreneurship accessible and worthwhile in every community.
Kaycee Campbell
Actress and Real Estate Developer
Kaycee founded a real estate company that builds new construction homes and develops micro communities with a mentoring component.
Khafre Jay
Founder, Hip Hop For The Future
For the past two decades, Khafre has dedicated his adult life to fighting for socioeconomic justice while learning to empower his community’s voices — and he primarily does so through Hip Hop organizing.
WHAT TO EXPECT
Engaging Activities
Inspiring Panels
Generational Wealth for ALL Toolkits
Networking Opportunities
Engaging Activities
Build practical strategies to grow wealth and teach others.
Inspiring Panels
Learn from thought leaders breaking barriers in financial equity.
Generational Wealth for ALL Toolkits
Bring these powerful resources back to your communities, networks, and corporations to drive lasting change
Networking Opportunities
Collaborate with individuals and organizations committed to creating generational wealth for ALL.
Build practical strategies to grow wealth and teach others
Learn from thought leaders breaking barriers in financial equity
Bring these powerful resources back to your communities, networks, and corporations to drive lasting change
Collaborate with individuals and organizations committed to creating generational wealth for ALL.
WHY YOU CAN’T MISS THIS EVENT
The Financial Family ReUnion Summit isn’t just an event—it’s a movement to change
the narrative around generational wealth.
Proven tools to start investing for long-term success
Step-by-step guidance to create a trust and will to protect your legacy
A personalized generational wealth plan to ensure your community & family’s future
Exclusive access to the Generational Wealth for ALL Toolkits to bring back to your communities, family, networks, and corporations to multiply the impact
You won’t just learn—you’ll be empowered to act and share what you learn to create a ripple effect that extends far beyond the summit.
THE LAUNCH OF THE
GENERATIONAL WEALTH FOR ALL INITIATIVE
We aim to inspire 1,000,000 Black, Brown, and Disabled families by 2030 to take the first steps toward securing their financial futures by opening brokerage accounts, investing, and building long-term wealth.
Date: February 28, 2025 - FRIDAY
Location: Nasdaq Entrepreneurial Center, San Francisco, CA
Join us at this transformative event where we celebrate Black History Month and lay the foundation for a brighter financial future that benefits generations to come.
TRAVEL ACCOMMODATIONS
Here are two excellent hotel options
Chancellor Hotel on Union Square
I’ve stayed here personally and highly recommend it!
Location
433 Powell St, San Francisco, CA 94102
Phone
(415) 362-2004
Hyatt Regency San Francisco Downtown SOMA
Location
50 Third Street, San Francisco, CA 94103
Phone
(415) 974-6400
TAKE THE GENERATIONAL WEALTH PLEDGE NOW!
THE GENERATIONAL WEALTH FOR ALL INITIATIVE
This summit is the official launchpad for the Generational Wealth for ALL Initiative, a nationwide movement to close the racial wealth gap and ensure financial empowerment
for underinvested communities.
Our Mission
- Inspire 1,000,000 families to open brokerage accounts and begin investing.
- Distribute actionable Generational Wealth for ALL Toolkits to empower communities, families, and corporations.
- Create a ripple effect of financial empowerment across the country.
JOIN THE MOVEMENT
This is your chance to be part of history. Together, we can rewrite the future for 1,000,000 Black, Brown, and Disabled families by building wealth that lasts generations.
Spaces are filling fast—don’t wait to be part of this life-changing experience.
