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.

BCAC presents our ESTATE PLANNING WEBINAR on Thursday, April 4, 2024 at 7pm, which will be held via Zoom. This event is FREE & OPEN TO THE PUBLIC.

The purpose of the program is to provide participants with an understanding of estate planning tools and an awareness of what should be considered when creating an estate plan. Please register today at https://tinyurl.com/ukxfxsc3. Zoom access will be provided upon registration.

Please submit your questions or inquiries to economicdev@bcacdeltas.org. 

Shari will be hosting a private estate planning informational for a the Making Money Moves Connect at the TAB. Stay tuned for public workshops!

Shari will be hosting a private estate planning informational for a the Making Money Moves Connect at the TAB. Stay tuned for public workshops!

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.

We’re back at it tonight!!! Join us, on Facebook Live, as we connect with @thecaregiversfriend and her crew to discuss Long Term Care Planning. You may have to join the private group for access.

#OurLegacyMatters
#LongTermCarePlanning
#FinancialPlanning

Kisha Brown of Justis Connection and Dana L. Wilson of CHIP have teamed up for an ongoing series called "Fundamentals To Building and Preserving Wealth."

During this bi-monthly series, you will hear from Financial Advisors & Estate Planning Attorneys from our platforms who want to share critical tips to help you prepare the legacy you envision.

See you there and bring a friend!

Shari will be meeting with a group of men of color for to engage in necessary conversation about legacy, so they can show up as better husbands, fathers and friends! Join The Brothers’ Brunch community today.

This is private group estate planning informational session for caregivers. Hey Caregiver!™️ is a lifestyle brand that educates, equips, and encourages black family caregivers to live a life of “selfullness” during their caregiving journey. Research shows that Black caregivers need more opportunities for caregiver training and access to culturally competent supportive services.

Private estate planning presentation for seniors.

The purpose of this Estate Planning Informational is to provide general information about estate planning, estate planning documents, and debunk common myths related to estate planning. Estate planning is not just for the “rich and famous.” It is for the everyday person who wants to make his or her desires known in the event of death or incapacity. Register to learn more!

The information shared will be academic in nature and should not be considered legal advice. You should consult an attorney licensed in the state in which you reside to access information and advice specific to your legal needs.

Please register in advance. The cost is $45.

Join us and learn how to secure a solid financial foundation for your business. Presented by Mytika T. Williams.

Cost: $45. Registration Required.

The purpose of this Estate Planning Informational is to provide general information about estate planning, estate planning documents, and debunk common myths related to estate planning. The information shared should not be considered legal advice, and you should consult an attorney licensed in the state in which you reside to access information and advice specific to your legal needs.

We will be sharing our story regarding marriage and business. However, this event is to a closed group.

Shari Fleming will be co-hosting Food for Thought with Kevan Turman of The Brothers Brunch, and they will be joined by special guest, Keisha A. Garner, Esq. of Garner Law, PLLC.

This pandemic has shed light on life and how there is truly a difference between Intent vs. Impact. Most of us intend to be together forever or to leave a legacy for our children’s children. Now more than ever, we’ve come to realize how short life truly is. Join us in September for our last show of the season to begin thinking about the unthinkable...

• Planning for guardianship of a child/children if something happens to the sole parent...

• Parental rights in a case where something happens to your ex

• Estate Planning... having one!

• Estate Planning... updating documents to remove an ex-spouse if necessary

• Listing ex-spouse as personal representative, power of attorney, or health care agent despite past relationship issues... What you should know!

In conjunction with the Maryland Volunteer Lawyers Service, Shari will be advising low income Marylanders on how to maintain and/or retain ownership of their homes.

The purpose of the Back to Business program is to equip, influence, and inspire entrepreneurs to execute their vision. This session will be focused on protecting and growing your business through the use of Intellectual Property, and will be presented by Tiana L. Mann, Esq.

The cost is $45, and advanced registration is required. After registering, you will receive a confirmation email containing information about joining the webinar.

The purpose of the Back to Business program is to equip, influence, and inspire entrepreneurs to execute their vision. Entrepreneurs will leave the program equipped with the information and tools necessary to reach their goals. This session will be focused on managing your business through sound policies, practices, and contractual agreements.

The cost is $30, and advanced registration is required.

After registering, you will receive a confirmation email containing information about joining the webinar.

Plan your estate from an emotionally and mentally healthy place. Join me this Thursday at 1pm EST to hear more! https://www.facebook.com/embraceyourdifference/

Click here to complete your registration.

The purpose of this Estate Planning Informational is to provide general information about estate planning, estate planning documents, and debunk common myths related to estate planning. The information shared should not be considered legal advice, and you should consult an attorney licensed in the state in which you reside to access information and advice specific to your legal needs.