HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Protect What You’ve Built. Secure What Matters Most.
The HNBA/VIA Su Dinero™ Program, proudly sponsored by Prudential, provides advanced financial education and planning tools designed specifically for legal professionals who understand the value of preparation but may not have prioritized their own financial security.
Su Dinero means “your money”—because your financial wellness is personal, strategic, and essential to your long-term success.
Why Su Dinero Matters for Legal Professionals
Legal professionals dedicate their time and energy to client advocacy, billable hours, and case management—often at the expense of their own financial planning. Yet the financial choices you make today directly influence:
✓ Your family's security if unexpected events occur
✓ Your ability to weather career transitions or market changes
✓ Your retirement timeline and quality of life
✓ Your legacy for future generations
✓ Your peace of mind knowing you're protected
Even as many in our profession achieve greater influence and earning power, too many have yet to take the essential steps to safeguard themselves and their families from life’s imprevistos—those unforeseen moments that can derail even the best-laid plans.
- 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/VIA Su Dinero™ Program; Sponsored by Prudential 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 Hispanic 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.
Upcoming Sessions
Join us for our next Su Dinero events designed to help you take control of your financial future.
NAVIGATING MARKET VOLATILITY
Market volatility can make investing a challenging decision. This session will help you understand fundamental market principles, review past market trends, and develop a strategy to navigate market fluctuations while achieving your financial goals.
THURSDAY March 12th, 2026
2:30pm - 4:00pm PT
Caesar’s Palace
3570 Las Vegas Boulevard South
Las Vegas, NV 89109
Past Seminars
January 22, 2026 - Career Transitions
November 6, 2025 - First Steps to Financial Freedom
September 4, 2025 - Mind your Money - Advanced wealth accumulation strategies
When it comes to your financial wellness, you need a comprehensive approach as distinct as you are. High-income earners need timely strategies geared towards maximizing asset accumulation, asset distribution, and tax planning to build a sound financial future. By implementing your tailored plan, you can strive to achieve long-term wealth, protect against various risks, and optimize tax efficiency.
Key topics:
• Overview of wealth accumulation strategies and time horizon investing
• Understand benefit plan options including deferred compensation and equity/stock compensation
• Tips to navigate blind spots, market volatility, and risk management
• Tax diversification
• Estate planning and wealth transfer
• Plus more…
November 14, 2024 - Level Up Your Finances: A Guide to Starting Smart and Saving Big!
May 21, 2024 - Investing for Our Future: Embracing our Financial Power
Investing for Our Future:
Embracing Our Financial Power
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, May 21, 2024 | 5:30 - 7:00 p.m. ET | Virtual
Silvia Tergas
Financial Planner
Prudential Advisors
When it comes to investing, the goal of “TIME IN” the market tends to be a favorable approach to building wealth. But HOW?You may find the world of Investments overwhelming or not sure where to begin. As Latinas, it’s time to harness our power and take charge of our financial wellness. Join us for an interactive, practical information session among trusted amigas.
The seminar will cover important topics like:
- Market volatility basics
- Dangers of emotional investing
- Principles of prudent investing
- And more
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
January 30, 2024 - Investing for a Solid Financial Future
Investing for a Solid Financial Future
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, January 30, 2024 | 5:30 - 7:00 p.m. ET | Virtual
Kick off the New Year with some valuable knowledge to support your wealth building goals. Whether you are starting out, further along, or somewhere in between, this seminar will focus on providing resources and tools to become a more confident investor. For complimentary registration, please CLICK HERE.
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
November 9, 2023 - First Steps to Financial Freedom
First Steps to Financial Freedom
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Thursday, November 9, 2023 | 5:30 - 7:00 p.m. ET | Virtual
We are pleased to offer you the following financial wellness educational seminar, through Prudential Pathways®. Prudential Pathways® offers practical, down-to-earth information that may help you and your family today, tomorrow, and beyond. It is designed to give you an understanding of the fundamentals of financial wellness through educational seminars.
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
Wednesday, July 19, 2023 - Latina Lawyers Creating a Path to Financial Freedom
Latina Lawyers Creating a Path to Financial Freedom
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, July 19, 2023 | 5:30 - 7:00 p.m. ET | Virtual
Take charge of your financial wellness! It is more important than ever for women to implement a financial strategy that mitigates risk and adds more certainty to your financial future. Join us for an interactive, practical information session among trusted amigas.
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
Wednesday, February 1, 2023, 5:30 - 7:00 PM ET: Creating Generational Wealth
HNBA/VIA & Prudential invites you to attend: Creating Generational Wealth
This session will cover essential strategies such as budgeting, understanding debt, investing, and legacy planning to help you build wealth and take control of your financial wellness.
Key Topics Include:
- Understanding a wealth mindset
- How to create a comprehensive financial strategy
- Strategies for savings, debt, and investing to meet your financial wellness goals and more!
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
October 26, 2022 - Young Lawyers Division
Challenges That Impact Your Financial Life
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, October 26, 2022 | 6:00 - 7:30 p.m. ET | Virtual
Hosted by HNBA Young Lawyers Division
Take charge of your financial wellness. This seminar is designed to help you learn new behaviors and adopt healthy financial practices that may help you and your family today, tomorrow, and beyond. So, no matter what your future holds, you can face it with confidence.
This seminar will cover important topics, like these:
· Debt Repayment & Student Loans
· How to make your money work for you
· Basic investment fundamentals
· Protecting what matters most
· And more
Questions?
Email Carla Martin, HNBA/VIA Director of Programs, at cmartin@hnba.com.
August 3, 2021 - Latina Commission
The Way Forward - Basics of Saving and Investing
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, November 16, 2021 | 6:00 - 7:30 p.m. ET | Virtual
Hosted by HNBA Young Lawyers Division
COVID-19 has posed unprecedented challenges. And, you have likely come to understand the need to manage your finances differently in the future. This seminar is designed to help you learn new behaviors and adopt healthy financial practices—so no matter what your future holds, you can face it with confidence.
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
August 3, 2021 - Latina Commission
Women & Money - Taking Control of Your Financial Future
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, August 3, 2021 | 4:00 - 6:30 p.m. EST | Virtual
Hosted by HNBA Latina Commission
Women face unique financial challenges that have only been exacerbated by the COVID-19 pandemic. It is more important than ever for women to implement a financial strategy that mitigates risk and adds more certainty to your financial future.
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
May 26, 2021 - Corporate Counsel Division
In-House Counsel: Empowering Your Financial Legacy
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, May 26, 2021 | 6:00 - 7:30 p.m. ET | Virtual
Hosted by HNBA Young Lawyers Division
Click here to register!
As an industry leader, you know that income is only part of the financial legacy discussion. Creating your legacy takes intention and proper planning. Designed with corporate attorneys in mind, this session focuses on maximizing benefits, investments, tax planning, and risk management. Learn about creating, managing and protecting your wealth as part of your financial wellness plan.
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
March 16, 2021 - CCC2021 Virtual
Investing in Turbulent Times
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, March 16, 2021 | 4:30 - 6:30 p.m. EST | Virtual
Opening Session of the HNBA/VIA 2021 Corporate Counsel Conference
Click here to download the event flyer!
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Register Here!
Registration is complimentary.
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
January 27, 2020 - Young Lawyers Division
The Way Forward - 7 Tips for Financial Wellness
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, January 27, 2021 | 5:30 - 7:00 p.m. ET | Virtual
Hosted by HNBA Young Lawyers Division
COVID-19 has posed unprecedented challenges. And, you’ve likely come to understand the need to manage your finances differently in the future. This seminar is designed to help you learn new behaviors and adopt healthy financial practices—so no matter what your future holds, you can face it with confidence.
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
November 17, 2020 - Region I Virtual
Managing Day-to-Day Finances During the Coronavirus Crisis
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, November 17, 2020 | 5:00 - 6:30 p.m. ET | Virtual
Hosted by HNBA Region I
Back by popular demand, Prudential is helping our HNBA network get a better grasp on financial concepts whether you are just starting out or further on the career continuum. As an industry leader, you know that income is only part of the financial legacy discussion. Creating your legacy takes intention and proper planning. Designed with corporate attorneys, partner/partner track and other senior level attorneys in mind, this session focuses on investing within your portfolio, tax planning, and risk management. Learn about creating, managing and protecting your assets as part of your financial wellness plan.
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
September 16, 2020 - CCC-AC2020 Virtual
Powering your Financial Legacy
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, September 16, 2020 | 4:00 - 5:00 p.m. ET | Virtual
Hosted during the 2020 HNBA/VIA Corporate Counsel Conference & Annual Convention (CCC-AC2020)
Click here to download the event flyer!
Back by popular demand, Prudential is helping our HNBA network get a better grasp on financial concepts whether you are just starting out or further on the career continuum. As an industry leader, you know that income is only part of the financial legacy discussion. Creating your legacy takes intention and proper planning. Designed with corporate attorneys, partner/partner track and other senior level attorneys in mind, this session focuses on investing within your portfolio, tax planning, and risk management. Learn about creating, managing and protecting your assets as part of your financial wellness plan.
Explore the Su Dinero Financial Wellness Portal - click on the banner below to get started!
Wednesday, September 16, 2020 | Virtual
4:00 - 5:00 p.m. ET
Register Here!
Registration is complimentary, but to attend you must be registered for the CCC-AC2020 virtual event as a full attendee or single day attendee on September 16, 2020. Please CLICK HERE to register for the CCC-AC2020.
Questions?
Carla Martin
HNBA/VIA Director of Programs
cmartin@hnba.com
June 30 - Virtual (Hosted by the HNBA Young Lawyers Division)
Take Charge of Your Financial Wellness!
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Tuesday, June 30, 2020
Hosted by the HNBA Young Lawyers Division
Click here to download the event flyer!
You’re invited to attend a one-hour virtual seminar titled Managing Day-to-Day Finances During the Coronavirus Crisis. This educational seminar will cover important topics like:
- Tips to balance your financial goals in times of increased uncertainty
- Strategies to help cut expenses and make saving easier
- Key considerations when investing during market
downturns - And more!
Tuesday, June 30, 2020
6:00 - 7:00 p.m. ET
Register Here!
(registration is complimentary)
Questions?
Cristal Reyes Lambert
Young Lawyers Division Chair
Hispanic National Bar Association
younglawyersdivision@hnba.com
May 14, 2020 - Virtual/Chicago, IL (Hosted by HNBA Region IX
Take Charge of Your Financial Wellness!
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Thursday, May 14, 2020
Hosted by Region IX - Virtual/Chicago, IL
You’re invited to attend a one-hour virtual seminar titled Investing in Turbulent Times: The Impact of the Coronavirus. This educational seminar will cover important topics like:
- Overview of the current economic climate due to the Coronavirus
- Market volatility basics
- Tips for investing in turbulent financial markets
- And more!
Thursday, May 14, 2020
5:00 – 6:00 PM CT
Please note updated registration link below - if you have previously registered, please register again with the new link.
Register Here!
(registration is complimentary)
Questions?
Anna M. Lozoya
Region IX President
Hispanic National Bar Association
Region9President@hnba.com
April 14, 2020 - Virtual (Hosted by HNBA Region II and HNBA Region III)
Take Charge of Your Financial Wellness!
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
You’re invited to attend a one-hour virtual seminar titled Investing in Turbulent Times: The Impact of the Coronavirus.
This educational seminar will cover important topics like:
- Overview of the current economic climate due to the Coronavirus
- Market volatility basics
- Tips for investing in turbulent financial markets
- And more
Tuesday, April 14, 2020, 5:00 – 6:00PM (Via WebEx)
November 14, 2019 - Washington, D.C.
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential - in DC!
Thursday, November 14, 2019 | Washington, D.C.
Time: 6:00 - 9:00 p.m.
Location: 1501 K Street, NW, 6th Floor, Washington, D.C. 20005
Special thanks to our hosts at Sidley Austin!
October 23, 2019 - Miami, FL
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, October 23, 2019 | Miami, FL
Time: 6:00 - 9:00 p.m.
Location: 44 West Flagler St., Courthouse Tower, 25th Floor, Miami, FL 33130
Special thanks to our hosts at Liebler, Gonzalez & Portuondo!
August 7, 2019 - Los Angeles, CA
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential
Wednesday, August 7, 2019 | Los Angeles, CA
Time: 5:30 - 8:30 p.m.
Location: 601 S. Figueroa Street, #3300, Los Angeles, CA 90017
Special thanks to our hosts at Seyfarth Shaw!
July 18, 2019 - Chicago, IL
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential - in Chicago, IL!
July 18, 2019 | Chicago, IL
Time: 5:30 – 8:30 p.m.
Location: 35 W. Wacker Drive, 47th Floor
Chicago, IL 60601
Special thanks to our hosts at Winston & Strawn!
July 10, 2019 - Newark, NJ
HNBA/VIA Su Dinero™ Program; Sponsored by Prudential - in Newark, NJ!
July 10, 2019 | Newark, NJ
Time: 5:30 - 8:30 p.m.
Location: 100 Mulberry Street, Four Gateway Center, Newark, NJ 07102
Special thanks to our hosts at McCarter & English!
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: 5:30 pm - 8:30 pm PST
WHERE
Troutman Sanders
5 Park Plaza
Suite 1400
Irvine, CA 92614
(Registration is complimentary.)
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.
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
