Our mission is simple. We work to Build a Bridge Between Financial Literacy and Financial Technology. Financial Literacy (FinLit) educational resources are needed today more than ever before. Financial Technology (FinTech) continues to impact our lives and bring new tools to improve our society. By combining FinLit + FinTech we have "FinLit Tech". We create the tools and resources to bring financial knowledge to more people across the world. We have partnered with eMoney Advisor, LLC to develop their Financial Education & Wellness platform.
Mac Gardner, CFP® - Founder and Chief Education Officer - has served in the Financial Services industry for over 20 years. His passion for educating others led him to publish two books, "Motivate Your Money!" and "The Four Money Bears". As the Founder and Chief Education Officer of FinLit Tech he works to build a bridge between Financial Literacy and Financial Technology.
Join Brandon Horne (Greenlight) and Kevin Ruth (Finance411) as we discuss how FinTech is impacting Financial Literacy for young children.
Tina Hay (Napkin Finance) and Jedidiah Collins (Money Vehicle) as we discuss how Financial Wellness is becoming a focus for our society.
Join Chloe Moore, John Eing, Luis Rosa and me as we tackle Diversity, Equity, Inclusion and how Culture impacts the Personal Financial Planning industry.
Join fellow University of Maryland Alumni as Mac Gardner shares thoughts, insights and experiences on Financial Planning, Money Management and the impact of Technology on Financial Education.
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP® is Managing Partner of Wealth Solutions at Carson Group. He is also the author of a new book titled "Find Your Freedom"! He is a thought leader in the Financial services industry. He joins Mac Gardner, CFP® on this episode of "3 Pointers" to share his Top 3 Motivational Money messages.
Financial Advice comes in many forms. No matter what that form is we need more Diversity & Inclusion in the Financial Services industry. We discuss ways to get more Diverse advisors into the business.
Diana G. Yáñez, MA, CFP®, RLP® is the Founder of All the Colors. As a financial empowerment guide at All the Colors, she transforms the state of money management for women of color entrepreneurs worldwide. Her vision is to create systems for their money to become a stable and supportive foundation for themselves, their loved ones, and their community.
Here we discuss how Financial Education and Financial Technology come together to create Financial Wellness for many people who have been underserved by the financial services industry.
David Graham - Co-Founder - Code Ninjas
Jess Liberi - Head of Platform Technology - Fidelity
Adam Holt - CEO - Asset Map
Peter Hans - FinTech Executive
Chris Kane - CEO - Chek
Derrick Wesley - Founder - iMar Learning Solutions
Evan Leaphart - Founder - Kiddie Kredit
Jessica Pelletier - Executive Director - FitMoney
Dorien Nunez, CFA - OMNI Research Group
Dr. Preston Cherry, CFP® - Founder, Concurrent Financial Planning
Tampa, Florida, United States
09:00 am – 05:00 pm