The Financial Empowerment Virtual Charla in partnership with Nationwide, brought together a group of dynamic and impactful Hispanic leaders, and financial experts. They discussed personal and business finance topics, and practical advice in light of COVID-19 and beyond.
The conversation was moderated by Paul Roldan, MPA, co-founder and partner of AllGen Financial Advisors, Inc., and featured Anna Maria Chavez, EVP & chief growth officer National Council on Aging; Tanya Menendez, co-founder and CEO of Snowball Wealth; Natalie Torres-Haddad, MPA, AWA, award-winning author, financial and mental health advocate, and podcast host of Financially Savvy in 20 Minutes, and Nicholas (Nick) Delgado, President and CEO of Black Pen White Board.
0:00 Opening Remarks - Jose Antonio Tijerino
2:03 Opening Remarks - Lu Yarbrough III
4:38 Moderator Introduction - Paul Roldan
6:25 Financial Tips - Anna Chavez
14:10 How the CARES Act impacts your student loans - Tanya Menendez
21:36 Mental and Financial Health - Natalie Torres-Haddad
31:04 How do we invest? - Paul Roldan
41:49 Cash Flow Projections - Nick Delgado
49:58 Q&A Section
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