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Black Briefcase

Black Briefcase<sup>TM</sup>

Black BriefcaseTM

Black BriefcaseTM is our signature program designed to provide Black professionals and Black corporate executives with the money rules that lead to financial success. African American families are highly motivated to achieve financial stability but face significant headwinds to wealth accumulation and intergenerational transfers. A lot of mainstream financial advice assumes that everyone has similar information. In reality, different conversations are happening in many African-American households. African Americans are far less represented when it comes to financial asset holdings, from real estate to retirement accounts, investment funds, or direct stock ownership. Not everyone is ready to inherit wealth. Participants who attend Black BriefcaseTM come away with strategies that strengthen their financial outlook, narrow the economic wealth gap, and prepare their heirs to inherit wisdom and wealth.

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What's inside the Black BriefcaseTM?

  • Foundational tools that strive for financially equity, not just equality
  • Conversational scripts to talk about money with black family members and conduct Black family meetings
  • Eye-opening trends about spending habits in the Black community
  • Guidance to reduce taxes and make sure there are no "surprises" when tax time rolls around
  • Resources to invest in your children's future with tax-advantaged investment vehicles and manage student loan debt
  • Risk mitigation information for diversified portfolios with appropriate asset allocation, debt management, and insurance planning
  • Wealth accumulation Intelligence that directs asset preservation, large purchases, passive and portfolio income
  • Tips for enjoying your retirement lifestyle and for stretching your nest egg beyond your lifetime
  • Estate planning tools that will bring your heirs closer together
  • Charitable giving strategies focused on improving the condition of Black people