J.P. Morgan Hosts First Investing Forum for Black and Latina Women

Black and Latina social media influencers to share intimate stories about money and tips on building wealth

J.P. Morgan Wealth Management is hosting its inaugural investing event for Black, Latina and Hispanic women and their allies to share intimate stories and lessons about money, growing their business and investing to build long-term wealth. Social media influencers and celebrities will participate in panels and workshops providing tips for first-time and experienced investors, entrepreneurs and business owners.

“Building a New Legacy: A Summit for Black and Latina Women” will provide the backdrop for diverse women and allies to exchange real experiences, help learn step-by-step how to define achievable goals, and grow more confident about their ability to rewrite their financial future.

The virtual summit will take place on November 9, and will feature live discussion panels, celebrity keynotes and on-demand workshops. Keynote topics include:

• Building the Financial Sisterhood with Soledad O’Brien, CEO of Soledad O’Brien Productions and host of “Matter of Fact with Soledad O’Brien”
• Good with Money: Rebounding after Financial Loss with Tiffany “The Budgetnista” Aliche, award-winning teacher of financial education and Yaneli “Miss BeHelpful” Espinal, director of Educational Outreach at Next Gen Personal Finance
• Bossing up: Raising a Business by Raising your Voice with Beatrice Dixon, founder of The Honey Pot Company

“The last year and a half has been defined by many challenges that have disproportionally impacted Black, Hispanic and Latina people and particularly, women,” said Kristin Lemkau, CEO of J.P. Morgan U.S. Wealth Management. “The road to equality starts with greater financial equality. We’re are excited to bring together these exceptional women to have raw conversations about finances and investing and how to build a legacy.”

“Women already face financial gaps in equal pay and household income, and these are more pronounced for Black and Latina women. Investing, participating in the economy, and having skills to maximize our financial potential are all ways to build wealth and pass it on to others,” said Alice Rodriguez, one of the firm’s top Latina leaders and 25-year banking industry expert. Rodriguez has focused her career on driving financial health and leads the firm’s work on delivering on a $30 billion commitment to closing the wealth gap for the Black and Latino communities.

Attendees will hear inspiring stories about personal wealth journeys, and will have access to on-demand resources and specialists from J.P. Morgan Wealth Management. Breakout sessions will cover investing for beginners, multigenerational wealth, using investment goals to support communities, and financial wellness for entrepreneurs and business owners.

Registration is open now at https://events.bizzabo.com/362758

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.7 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and ~$680 billion of assets under supervision. Customers can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with a J.P. Morgan Advisor in one of our 3,500 Chase branches throughout the U.S., or in one of our 21 offices. For more information, go to www.jpmorganwealthmanagement.com and follow @JPMWealth on Twitter. For content on Women and Wealth go to www.chase.com/theknow/womeninvesting

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

View source version on businesswire.com: https://www.businesswire.com/news/home/20211103005768/en/