Black Wealth

Summit 2020

April 3-4

Spartanburg, SC

March 13-14

Atlanta, Ga

The Speakers

FEATURED INDUSTRY EXPERTS

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Reveal Wealth Management

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Broderick Young, CFP, CLF, ChFC, CLU, CASL 

Building Your Own Family Bank

In his role as Life Product Consultant, Broderick's foundational strategies are rooted in ensuring each and every Advisor he supports are given the best chance to succeed. 

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Shelia Ruffin

Soca Caribbean Yacht Charters

Featured in Black Enterprise, Sheila Ruffin, a Hampton and Howard Law graduate, was born near the Chesapeake Bay of Virginia’s Eastern Shore, where her grandfather, “Big Rich,” was an avid boater.  As the Tourism Manager for a Caribbean Carnival Company, Sheila made history by coordinating the first U.S. group to participate in a Cuban carnival, which hosted 120 represented countries and 90,000 attendees.. Sheila earned her travel agent certification from the Travel Institute, and founded Soca Caribbean Yacht Charters as a dedication to her grandfather and her desire to “make waves & rock the boat” in the yacht industry.

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"The Boss"

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Certified Public Accountant

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Tracee Anderson, CPA

Tax Secrets of the Wealthy

Tracee is a Certified Public Accountant in SC with over 15 years of experience in income tax preparation, auditing, budgeting, and general accounting for small to mid sized businesses. 

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Marcus Robinson

Building Wealth with Multifamily Units

Marcus G. Robinson serves as partner at Robinson Group Realty as well as partner at Corporate Care.

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Robinson Group Realty

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Managing Attorney

Aimee Griffin

The Griffin Firm PLLC

Aimee works with individuals and families to create generational wealth retention strategies. Aimee uses Trust and estate planning to support families to build generational wealth using tools that minimize taxation and build equity for successive generations. With this mission in mind, Aimee has earned an LLM (Masters in Laws) in Elder Law and Estate Planning.

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Agenda

DAY ONE

4:30pm - 5:30pm

Vendor Set Up

6:00pm - 9:00pm

Vendor Show Case, Shopping, Networking

DAY TWO

7:00am - 8:00am

Registration/ Breakfast

12:00pm - 1:00pm

Vendor Shop & Lunch

7:00am - 8:45am

Vendor Set Up

12:45pm 

Break Out Session Instruction

8:50am - 9:00am

Countdown Video 

1:00pm - 3:00pm

Breakout Sessions

9:00am - 9:05 am

Opening Video

3:00pm - 3:15pm

Break

9:10am - 9:40am

Opening Inspiration

3:15pm - 4:00pm

General Session 3

9:45am - 10:35am

Keynote Speaker

4:00pm - 4:05pm

Closing Fireside Chat

10:35am - 10:45am

Break

4:05pm - 4:45pm

Fireside Chat

10:45am - 11:15am

General Session 1

4:45pm - 5:00pm

Closing & Grant Giveaway

11:15am - 11:20am

Sponsor Video

5:00pm - 6:00pm

Vendor Showcase & Shop

11:20am - 11:55am

General Session 2

Vendor Shop

02

10

300

DAYS
SPEAKERS
PARTICIPANTS
 

The Venue

220 East Kennedy Street

Spartanburg, SC 29302

Restored to its original 1920's grandeur, this location serves as an educational hub for those who live or work in downtown Spartanburg, offering short-term job training and select associate degree programs in health and human services; industrial and engineering technologies; and SCC School of Business. Any SCC academic program can be started at the Downtown Campus.

Get Involved

BECOME A SPONSOR AND/OR VENDER