PRESENTED BY
This year we partnered with J.P. Morgan Wealth Management to bring you our inaugural #AmigasInWealth Virtual Summit, where over 1,000 Amigas RSVP’d to learn about investing and financial planning from accomplished and inspiring financial experts hand-picked just for you.
Watch the replay of this powerful event and learn how to nurture your money mindset to fully step into your financial power. No matter what point you are at in your financial journey — whether you are new to investing or have a well-diversified portfolio — it is always the right time to learn more about smart money decisions that put you on track towards generating wealth.
Amiga, we want to see you make this commitment to yourself and see your financial dreams come to fruition. That’s why we’re offering:
Don’t miss out on exclusive access to these tools!
Receive our Amigas in Wealth Glossary in your inbox when you RSVP.
This valuable tool will prepare you for the conversations during the Summit.
Gain exclusive access to our Amigas in Wealth Workbook when you attend live.
This one-of-a-kind resource has been produced in partnership with J.P. Morgan Wealth Management, our speakers, and with you in mind. It will guide you to effectively assess your finances, and map out your next steps for the short and long-term as you attend all of our Amigas In Wealth sessions.
Access to a wealth management advisor from J.P. Morgan Wealth Management
In these group breakout sessions, an advisor will answer your questions, and offer strategies and resources that make sense for your money.
Meet Our
Guests
Linda
García
Linda García
Founder, In Luz We Trust
Martina
Jimenez Sperry
Market Director, Wealth at J.P. Morgan Wealth Management
Dayana
Velasco
Dayana Velasco
Market Director, Wealth at J.P. Morgan Wealth Management
Natalie
Torres-Haddad
Founder of Financially Savvy Latina, Author + Speaker
Jully-Alma
Taveras
Founder, Investing Latina
Sahirenys
Ortega Pierce
Financial Educator
Elsa
Bittar
Elsa Bittar
Market Director, Wealth at J.P. Morgan Wealth Management
Virtual Summit
Programming
We’re kicking off with a powerful and transformational money mindset conversation by Linda García, founder of In Luz We Trust, who radically redirected her financial life by healing her toxic relationship with money and tapping into the world of investing, exitosamente. She is committed to motivating the Latinx community to move beyond inherited limiting beliefs, and step into wealth that can be passed down for generations.
Session 1:
INVESTMENT PLAYBOOK
In this session, we gave you a full breakdown of the language of investing; so you do not feel overwhelmed or confused about where to begin. Learn about stocks, ETFs, mutual funds, and more. Reclaim your financial power by learning what options are out there, so you can lay down the foundation for building wealth.
Speakers: Martina Jimenez Sperry & Dayana Velasco
It’s time to take action! This session we provided you with actionable steps to show you how you can get started with investing, and understand what’s possible to help you reach your financial goals. Incorporate effective money management tips and investment knowledge that will help you create the financial life you deserve.
Speaker: Natalie Torres-Haddad
Session 3:
MAKE YOUR MONEY WORK FOR YOU
In this session, we gave you an inside look at how the financial experts make their money work for them through investing, and how to create a long-term strategy that will secure your financial freedom and independence.
Speaker: Jully-Alma Taveras
Building up financial assets from the ground up can sometimes feel daunting. This session focused on the importance of creating generational wealth in the Latinx community and offered the best places to get financial advice post-summit.
Speaker: Sahirenys Ortega Pierce & Elsa Bittar
At J.P. Morgan Wealth Management, we’re committed to greater economic inclusion for all Black, Hispanic and Latino communities. By toppling existing barriers around investing, we’re working to close the racial wealth gap and to improve their overall financial health.
