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HNBA/Prudential Su Dinero Program

  • Are you maximizing your resources to take care of you and your loved ones?
  • If something happened, would your family be affected without your income?
  • How can you safeguard your future and the future of those most important to you?

HNBA/Prudential Su Dinero program participants have access to a variety of educational materials and financial tools to achieve overall financial wellness for themselves, their families, and even future generations. As Latinx professionals, even as we grow in influence and power, we might neglect to protect ourselves and our families for those imprevistos, like we say in Spanish. Su Dinero two-prong approach features an online tool that allows participants to access digital financial wellness content as well as in-person financial education seminars. The curriculum offers practical, down-to earth information, focusing on key financial concepts such as budgeting, debt management, protection of assets, tax implications of investment decisions, preparing for retirement, and creating a financial legacy for your Familia.


Online Tool

Click HERE or the banner above to get started!


In-Person Financial Education Seminars

November 14, 2018 - New Jersey

HNBA/Prudential Su Dinero Program in Roseland, New Jersey!

November 14, 2018 | Roseland, NJ
Time: 5:30 pm – 8:00 pm EST

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER

Silvia Tergas
Prudential Financial Planner, Designations
Worksite Education Program Speaker

Silvia Tergas joined the financial services industry in 2011 following a successful career in corporate finance. Silvia is a strong advocate for financial education, overall financial wellness and empowerment. When you ask Silvia what she enjoys most about her role as a Financial Planner, the answer is clear – her clients. Silvia creates a lasting connection with them. Through her client-centered process, she helps to bring clarity and focus to their overall financial strategy. Read her full bio HERE.

WHERE

Lowenstein Sandler
One Lowenstein, Drive
Roseland, New Jersey 07068


Registration is complimentary.

December 12, 2018 - ORANGE COUNTY, CA

HNBA/Prudential Su Dinero Program in Orange County, CA!

December 12, 2018 | Orange County, CA

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER

Maureen Umaña Boone
Financial Advisor
Prudential Financial

As a Financial Advisor, Maureen helps individuals, couples and families grow their assets for the long term. She takes this mission very seriously and works closely with her clients in order to recommend the appropriate products and services to help achieve their unique goals. She has the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.



WHEN

December 12, 2018
Time: TBD

WHERE
Troutman Sanders
5 Park Plaza
Suite 1400
Irvine, CA 92614


(Registration is complimentary.)

October 18, 2018 - Chicago, IL

HNBA/Prudential Su Dinero Program in Chicago, IL!

October 18, 2018 | Chicago, IL

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER


ShirleyAnn Robertson
Financial Professional
Prudential Financial

ShirleyAnn is a second generation Financial Professional beginning her career with The Prudential Insurance Company of America in 1992 under the guidance of her now retired business partner and mother, Hyacinth E. Robertson. Together, they built the highly successful agency of Robertson & Robertson Financial Services providing insurance and financial consultation services.

Celebrating 26 years in the financial services industry; ShirleyAnn has received numerous industry awards and accolades including being a Million Dollar Round Table member (2001-2017) recognizing her as one of the top 1% financial services professionals who are committed to providing exemplary client service while displaying the highest standard of ethics and professional knowledge. She is a featured presenter and frequently sought-after public speaker at national conferences and programs, including the nationally syndicated Steve Harvey Morning Radio Show. Her financial strategies and suggestions have been featured in various industry publications, such as The Wall Street Journal, Black Enterprise, Essence, Heart & Soul magazine and other periodicals.


WHEN

October 18, 2018
5:30 – 7:30 pm – Program
7:30 – 8:30 pm – Networking Opportunity & Reception

WHERE
SmithAmundsen LLC
150 North Michigan Avenue, Suite 3300
Chicago, IL 60601


(Registration is complimentary.)

Take Advantage of Prudential’s Online Tool
Fill out your preliminary financial assessment via Prudential’s online portal found HERE before attending the program on October 18.


Questions?

Contact Carla Martin, HNBA Director of Administration & Management, at: cmartin@hnba.com

September 6, 2018 - Philadelphia, PA

*SPECIAL*
HNBA/Prudential Su Dinero Workshop in Philadelphia, PA, during the 2018 HNBA Annual Convention!

WHEN:
September 6, 2018 | Philadelphia, PA
2:15 pm–3:30 pm

WHERE:
Philadelphia Marriott Downtown Hotel
Room 502 • 5th Floor

HNBA/Prudential Su Dinero Workshop: Financial Challenges of the Sandwich Generation
Caring for children and looking out for parents at the same time can be challenging. At a time when your career is progressing or reaching a peak, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents, all while you are looking ahead to your
own retirement. Squeezed in the middle, you’re in the “sandwich generation” a group loosely defined as people who are caring for children and parents all at the same time. How do you balance it all? This session will discuss not only the issues the sandwich generation faces but also potential solutions and tools for a more well-rounded financial strategy.

August 1, 2018 - New York, NY

HNBA/Prudential Su Dinero Program in New York, NY!

August 1, 2018 | New York, NY

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER

Silvia Tergas
Prudential Financial Planner, Designations
Worksite Education Program Speaker

Silvia Tergas joined the financial services industry in 2011 following a successful career in corporate finance. Silvia is a strong advocate for financial education, overall financial wellness and empowerment. When you ask Silvia what she enjoys most about her role as a Financial Planner, the answer is clear – her clients. Silvia creates a lasting connection with them. Through her client-centered process, she helps to bring clarity and focus to their overall financial strategy. Read her full bio HERE.


WHEN

August 1, 2018
6:00 – 6:30 pm – Check-In
6:30 – 8:30 pm – Program
8:30 – 9:30 pm – Reception

WHERE
Seyfarth Shaw LLP
620 Eighth Avenue
New York, New York 10018-1405


(Registration is complimentary.)

Take Advantage of Prudential’s Online Tool
Fill out your preliminary financial assessment via Prudential’s online portal found HERE before attending the program on May 31st.


Questions?

Contact Carla Martin, HNBA Director of Administration & Management, at: cmartin@hnba.com

June 13, 2018 - Miami, FL

HNBA/Prudential Su Dinero Program in Miami, FL!

June 13, 2018  |  Miami, FL

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER

Silvia Tergas
Prudential Financial Planner, Designations
Worksite Education Program Speaker

Silvia Tergas joined the financial services industry in 2011 following a successful career in corporate finance. Silvia is a strong advocate for financial education, overall financial wellness and empowerment. When you ask Silvia what she enjoys most about her role as a Financial Planner, the answer is clear – her clients. Silvia creates a lasting connection with them. Through her client-centered process, she helps to bring clarity and focus to their overall financial strategy. Read her full bio HERE.


WHEN

June 13, 2018
5:00 – 5:30 pm – Check-In 
5:30 – 7:30 pm – Program
7:30 – 8:30 pm – Reception

WHERE
Greenberg Traurig
333 S.E. 2nd Avenue | Miami, FL 33131

Step 1: 

(Registration is complimentary.)

Step 2:
Fill out your preliminary financial assessment via Prudential’s online portal found HERE before attending the program on May 31st.


Questions?

Contact Carla Martin, HNBA Director of Administration & Management, at: cmartin@hnba.com

May 31, 2018 - Washington, DC

Join Us @ the Inaugural HNBA/Prudential Su Dinero Program in Washington, DC
Co-Hosted by the Hispanic Bar Association of DC (HBA-DC)

 

May 31, 2018  |  Washington, DC

View the Agenda Below

Hour 1: Is Your Financial House in Order? -This session will cover key concepts such as budgeting, debt management, protection of assets, preparing for retirement and creating a financial legacy for your loved ones.

Specific Topics to be Covered Include:
• Assessing your current financial situation
• Setting financial priorities and managing debt
• Protecting yourself and your assets

Hour 2: Taking Control of Your Taxes – This session will focus on learning how investment decisions in today’s challenging tax environment can impact the income you receive in retirement.

Specific Topics to be Covered Include:
• Ordinary income tax rates
• Payroll taxes
• Estate, gift, and generation-skipping transfer taxes

Hour 3: Networking Reception

PRESENTER

Silvia Tergas
Prudential Financial Planner, Designations
Worksite Education Program Speaker

Silvia Tergas joined the financial services industry in 2011 following a successful career in corporate finance. Silvia is a strong advocate for financial education, overall financial wellness and empowerment. When you ask Silvia what she enjoys most about her role as a Financial Planner, the answer is clear – her clients. Silvia creates a lasting connection with them. Through her client-centered process, she helps to bring clarity and focus to their overall financial strategy. Read her full bio HERE.


WHEN

May 31, 2018
5:30 – 6:00 pm – Check-In
6:00 – 8:00 pm – Program
8:00 – 9:00 pm – Reception

WHERE
Troutman Sanders
401 9th St. NW, #1000
Washington, DC 20004

Step 1: 

(Registration is complimentary.)

Step 2:
Fill out your preliminary financial assessment via Prudential’s online portal found HERE before attending the program on May 31st.


Questions?

Contact Carla Martin, HNBA Director of Administration & Management, at: cmartin@hnba.com