- Posted by Laura Manzer
- On January 15, 2016
- 1 Comments
Nearly 100 people packed an Urban League of Central Carolinas meeting room on Jan. 9, 2016 to learn about LiSA Initiative and its financial literacy movement. In addition to financial education, the day-long event in Charlotte, NC, focused on how to build family wealth and entrepreneurial empowerment. The informational seminar was sponsored by LiSA Initiative, First Financial Security, Inc. (FFS), Family Wealth Strategist Marlon Smith, and FFS National Marketing Director Jak Horakunwetchana.
Emcee Marlon Smith, who is also a founding member of the Black Wealth Alliance, kicked off the event by bringing Debbie Gerlicher, CFEI, Chair of LiSA Initiative, and Co-CEO of First Financial Security, Inc., to the stage. Debbie shared the LiSA story, its beginnings a few short years ago, and the national movement the organization is leading to bring financial literacy to the people and communities that need it most.
Debbie also discussed LiSA Initiative’s three components – inform, educate and empower.
She explained LiSA’s relationship with First Financial Security, Inc. The Atlanta-based national brokerage agency developed, and supports and sponsors this grassroots awareness campaign, designed to help women and their families achieve financial security.
“First Financial Security is the engine behind LiSA,” Debbie said. “FFS provides access to innovative financial products and an empowering entrepreneurial opportunity. The agency also funds our private-labeled Financial Literacy curriculum that is nationally certified by the National Financial Educators Council (NFEC) for use by schools, churches and other organizations.”
Those who attended also heard from Marlon, who spoke about the importance of financial education and the need to build intergenerational wealth in underserved communities. Maria Luz Riofrio and Caroline Schuler spoke about LiSA’s Hispanic and Community Outreach respectively.
The afternoon session was dedicated to First Financial Security, Inc.’s entrepreneurial opportunity. FFS President Meg Jones, the afternoon’s emcee, told the group about FFS’ value proposition.
First Financial Security National Marketing Director, Jak Horakunwetchana, gave the FFS Business Opportunity Presentation (BOP) and explained how they could build their own businesses within the FFS business.
Donna Burks, an Area Marketing Director with First Financial Security, explained the benefits of becoming an FFS independent representative in one presentation titled “What You Get for $10.” FFS’ join fee, in honor of its 10th anniversary celebration, has been reduced from $125 to $10 from Jan. 4 – Feb. 4, 2016. Donna, a former member of the U.S. Armed Forces, also addressed the vast need for financial literacy and training in the military. Finally, in her third presentation, Ms. Burks used a Price Waterhouse survey to explain how all people from all backgrounds can benefit from what First Financial Security, Inc. in partnership with LiSA Initiative offers.
The event ended with a salute to members of the U.S. Armed Forces in the audience, and Debbie announced LiSA’s commitment to make financial education available for members of the military and their families.
To learn more about LiSA Initiative, visit www.LiSAInitiative.com.