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The Speakers
FEATURED INDUSTRY EXPERTS
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Reveal Wealth Management
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
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
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.