April 22, 2022: A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.
Meet our guest: Sibyl Slade, Chartered Retirement Planning Counselor, VP and Financial Advisor at LifePlan
Today’s topic: Building Generational Wealth — A Family Planning Strategy
Rita and Sibyl will discuss:
- What’s the difference between building wealth and building generational wealth?
- How long does it typically take to build generational wealth?
- What are the most common assets used to build generational wealth?
- What are the components of a family planning strategy?
- How can an ordinary family begin to close the wealth gap for their family and build a legacy?
Sibyl Slade says: “Empowerment is knowing the highest and best use of your dollars to achieve your goals. For nearly 20 years at the Federal Reserve, I worked tirelessly to protect consumers, strengthen affordable housing, and advise people about personal finance across six states. Today that passion and experience fuel the personal commitment I bring to each of my clients, whether they are first-generation small business owners, professionals, women, or extended or blended families. I advise you where your money should go, not figuring out where it went.
As a senior financial advisor, I am among less than 1% of advisors who are women of color. I have a special commitment to individuals and families who are building their financial resources from the ground up, to give their loved ones more opportunities and a better life. I joined LifePlan Financial Advisors in 2019 to use my passion for consumer protection, astute financial planning, and investment advisory services to clients in Atlanta and the Southern Crescent area. I help folks who find themselves off-course, by providing proven road maps to financial stability and success. My clients work with me to keep more of the money they make and to use those resources to create financial security. As a fiduciary, I am beholden to no one but my clients. Your welfare and well-being is my only priority.
My credentials include Chartered Retirement Planning Counselor Designation and Certified Trainer for Money Smart financial education curriculum. I earned a B.S. in Planning and Economic Development from Georgia State University and a Financial Planning Certificate Program from Kennesaw State University. My husband, Kenneth, and I live in Powder Springs, GA. When I am not hanging with my guys (three sons and two grandsons), I’m usually camping beside a lake, or riding my Harley.
“We believe with wise guidance, determination, and opportunities to build financial security our team can empower your financial dreams.” Learn more at lifeplanfinancialadvisors.com
Learn more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com