Retired: Partner at the Institute for Fiduciary Education
(www.ifecorp.com). Event planner: International investment
education seminars for large institutional pension and
endowment funds.
Retired: State of California for 28 years (16 years at the
California State Teachers’ Retirement System, Investment
Officer II).
13 years — Trustee for the Sacramento County Employees
Retirement System (SCERS) Retirement Board…6 years —
President, African and African American Alumni Association
(5A)…3 years — Trustee, Cal Aggie Alumni Association,
University of California, Davis…3 years — Trustee for the Cosumnes River College
Foundation…3 years — Mortgage Broker, Summit Funding, Currently — Board Member
and Financial Education Consultant, Greater Sacramento Financial Literacy Group.
Adjunct Professor, “Essentials of Personal Finance” — University of Phoenix,
Sacramento Valley Campus, Teacher of the Year).
Passion: To share his knowledge of financially literacy through the Art of Storytelling.
“A Beginners Guide to Wealth Building ” is a book on the
Fundamentals of Money Management.
It is written in simple English to demystify the cryptic world of
investments including, the importance of income tax
deductions, the importance of budgeting, how to construct a
stock, bond and mutual fund investment portfolio. You will
learn to do a Spending Personality Assessment Review, a
technique used successfully for more than 20 years to teach
you how to better manage your money.
This book is transformational. It will empower you to be your
own champion and master of your financial universe. You will
find this book informative, at times funny and very rewarding.
Excerpt
Investing Today for a Secure Tomorrow
Defined Contribution Plans (DC Plan(s)) – IT’S A GOOD MOVE!
Here are a few of the worst financial mistakes being made today:
25% of people have no savings (1 out of 4 save $0 for retirement).
More people are spending time thinking about vacations than about their retirement.
According to USA TODAY article, having $1 million in retirement savings might not be enough.
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