Gift planners rarely have an opportunity to understand the mechanics behind receiving a realized planned gift. The goal of this presentation is to help all gift planners, with varying levels of experience, to understand how nuanced estate planning and estate administration can be, so they are in the best position to support donors who desire to give a planned gift.

Please join the Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc.’s Financial Freedom Event on Saturday, April 13, 2024 at 11am. Come and learn how to be financially free with resources, vendors and workshops on money management, wealth building, homeownership and more. This event is FREE & OPEN TO THE PUBLIC.  Click here to register!

It's a new year and the perfect time to take steps to improve generational wealth. Pathways To Excellence will honor Dr. Martin Luther King, Jr. by providing community resources focused on legacy and leadership. Join us on online or in-person on January 14, and online on January 16.

 Please address questions to director@pathways2x.org.

On Monday, June 20, 2022, Shari will be participating in a Juneteenth virtual summit and will be discussing Legacy Planning through Living Trusts at the 12:45pm session.

Hosted by Pathways To Excellence and the Greater Maryland Chapter of the National Black MBA Association, the All Black Everything series brings together community organizations and leaders to advance goal attainment among underserved communities, through impactful resources and programming.

The day will begin with an empowering message to challenge attendees to create generational wealth through personal finance management, real estate, or entrepreneurship. Participants will choose from breakouts, offered at basic and advanced levels, in each of these focus areas. The summit will end with an advanced main stage presentation, and charge to action.

Registration is required.

More than 100 women will gather together for a day of intimate, informative and inspiring workshops, presentations and performances to help us maintain inner strength through spirituality, health, wellness, and finances.

Rekindle your spirit, get guidance from experts in the fields of finance, tourism, and fitness. Get tips on beauty hacks, getting your finances right, travel, and more. Enjoy a nourishing meal while networking with other powerful women, shop from local vendors and leave rejuvenated.