Financial Literacy: What’s the Health of you Portfolio Pt. 2 Darrell Hacket, President, BMO Wealth Management and Paul King, Mark Moultrie, Levoi Brown and Todd Gilleyen.
In Part 2 of our financial literacy series, we took a deeper dive to discuss more specific topics on Banking and Investing. Because of the significance of the information being presented, this session was open to both African-American men AND women across the financial literacy spectrum.
In order to accommodate a more intimate discussion, we had simultaneous breakout sessions on these 2 topics.
Banking: Home Financing, Real Estate investing and Small Business Financing
- Breakout facilitated by Levoi Brown & Mark Moultrie, BMO Wealth Management
Investing: Short -Term and Long-Term Investing Principals
- Breakout facilitated by Paul King & Todd Gilleylen, BMO Wealth Management