HNBA/VIA Su Dinero™ Program; Sponsored by Prudential

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

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

Click here to register!

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

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

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

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

Click here to register!

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

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

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

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

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

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)

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

REGISTER TODAY!

Special thanks to our hosts at Sidley Austin!

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

REGISTER TODAY!

Special thanks to our hosts at Liebler, Gonzalez & Portuondo!

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

REGISTER TODAY!

Special thanks to our hosts at Seyfarth Shaw!

HNBA/VIA Su Dinero™ Program; Sponsored by Prudential – in Chicago, IL!

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

REGISTER TODAY!

Special thanks to our hosts at McCarter & English!

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.)

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.

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

*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.

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

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

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