Next Session:
Preserving Your Assets in Tough Times
Thursday, March 23, 2023
6:00 – 7:30 PM PST
Presented by: Jaron Hamlett, Financial Planning & Insurance Advisor
Strategies to ride the waves of recession and inflation.
Register Today
About BWAARP
Los Angeles Urban League has teamed-up with Parkside EDC to create a program designed to increase opportunities for economic empowerment and help stem the erosion of wealth among Black families in the Greater Los Angeles Community. Black Wealth Attainment and Retention Program (BWAARP) will provide seminars and training on the following Legacy Wealth Building Strategies, thus contributing to a financially secure and consciously sustainable community.
Q1 Schedule
Making More with What You Have
Thursday, February 9, 2023
6:00 – 7:30PM
Presented by: John Fleming, Author, Teacher, Entrepreneur
Learn why and how underutilized assets can be leveraged into incremental income
Black Wall Street, The Black History of Money
Thursday, February 23, 2023
6:00 – 7:30PM
Presented by: Serria Rego, Financial Advisor/Activist
Overcoming systemic financial disadvantages
Joining The Smart Investors Club
Thursday, March 9, 2023
6:00 – 7:30PM
Presented by: Anita D’Aguilar, Financial Advisor & Shirley Worrels, Investment Club Portfolio Manager
Investing individually and collectively for financial stability
Preserving Your Assets in Tough Times
Thursday, March 23, 2023
6:00 – 7:30PM
Presented by: Jaron Hamlett, Financial Planning & Insurance Advisor
Strategies to ride the waves of recession and inflation
Crypto, Cash In or Cash Out?
Thursday, April 13, 2023
6:00 – 7:30PM
Presented by: Nicole Franklin, The Crypto COO
Should we run to or run away from Digital Currency?
The Wealthy Mind and Body
Thursday, April 27, 2023
6:00 – 7:30PM
Presented by: Rick Williamson, PhD & Dr. Derek Williams
Maintaining mental and physical strength to reach your financial goals
BWAARP Presenters
Anita D’Aguilar
Anita D’Aguilar, Financial Advisor’s values are driven by strategies that drive positive social impacts. Her mission is to assist clients in becoming good stewards of their wealth by incorporating their values and principles. She also shares her personal vision and passion.
Anita has over 20 years of experience in Finance and Wealth Management Services. Her practice includes recommending socially responsible investments and integrating them into long-term financial strategies. She works with highly successful individuals and families for whom investing is an additional means of supporting their ethical and social priorities as well as their families and lifestyles. The investment strategies recommended, call for a broad range of traditional, absolute return and where appropriate, alternative investments for qualified investors.
Ms. D’Aguilar has been featured in Profile, Diversity, Black Enterprise and Forbes Magazines. Her education includes a B.S. from the University of Redlands, an MBA in Finance from University of La Verne and a Certificate in Financial Management at Pepperdine Graziadio School of Business Management.
J.P. Hamlett, Sr.
J.P. Hamlett, Sr. is President & CEO of Advanced Planning Strategies (APS) and helps CPAs to increase their Value Proposition when working with their Business owners and high-net-worth clients. At APS, Mr. Hamlett provides accountants with the necessary tools and advanced planning strategies to increase their client’s profitability and net worth. As such, he has created a system and process to help business owners identify comprehensive financial planning strategies with their accountants that result in a more proactive and holistic approach to business advisory services.
Mr. Hamlett is also the founder and Senior Partner at Retirement Choices of California (RCC), where his biggest priority is to evaluate the current needs of business owners and individuals to address their financial objectives, including retirement, insurance, and estate planning. Additionally, he identifies advanced planning opportunities and solutions for clients by reducing expenses and mitigating taxes. “At RCC, our highest goal is to assist our clients with growing their assets while preserving more wealth for future generations.”
As a financial advisor, insurance broker, and business consultant, Mr. Hamlett provides objective insight to help clients align their financial and estate priorities with their family goals and business objectives.
Nicole Franklin
Award-winning filmmaker Nicole Franklin got a tip from two entertainment industry friends that before she does anything else, “buy some cryptocurrency.” As a freelance writer, director, editor and journalist in film and television for more than 30 years, who better to take the risk? Nicole studied up and made small crypto purchases in 2017 and by September 2018 she was featured in an Ebony magazine article written by Mel Hopkins titled “Coin Collector.”
Today she is the proud Co-founder and Founding Chief Operating Officer of the fintech company 3QualiTy, an easy solution to charitable giving through crypto. She also hosts online courses for the crypto curious. In this venture of 3QualiTy where “Every Human is Equal,” Nicole brings the same passion she has for producing her creative projects through her independent film and digital media company EPIPHANY Inc.
Rick Williamson, PhD
Dr. Rick Williamson artfully adapts research supported psychotherapy techniques to fit each client’s unique need. He is trained in dynamic therapy, as well as in Cognitive Behavioral Therapy (CBT), proven effective for a variety of emotional issues.
Committed to understanding the whole person, Dr. Williamson brings a deep understanding of how life situations, culture and beliefs impact a person’s psyche and wellbeing. His areas of specialty include assessment and treatment of mood problems, including depression, anxiety, bipolar disorder, personal growth and development, organizational consulting, and psychological testing.
Gaining knowledge in the process of integrating the psyche with faith, Dr. Williamson conducts psychological assessments for clergy and consults with other organizations to help them create cultures that enhance the emotional health and vitality of their personnel.
Dr. Williamson earned a (B.A.) from Princeton University; and a (M.A.) in Theology and (Ph.D.) in Clinical Psychology from the Fuller Graduate School of Psychology. He performed his Clinical Psychology Internship at Howard University and APA Post-doctoral Research Fellowship at UCLA.
Serria Rego
Serria Rego is a Registered Representative at Transamerica Financial Advisors, Inc.
Serria builds her practice by prospecting with professional associations such as the LA County Bar Association, Small Business Association, and the Minority Business Opportunity Council and is currently expanding her list.
She is a speaker for the Small Business Association, Minority Opportunity Council, and is currently expanding her list through association with professional organizations.
Ms. Rego obtained her B.S. in Finance from Bradley University and is founder of Black Wealth Matters, an Educational Series that describes the ways Black Wealth is impacted by Systemic Racism and ways that we can fight it.
Shirley Worrels
Shirley Worrels is a Native of Los Angeles and completed her BS in Psychology and Masters in Hospital Administration. She was employed at Kaiser Permanente and retired after 30-plus years of service as an administrator overseeing operations for several primary care departments.
She has transferred her acquired knowledge and skills to serve and advocate for her community. Shirley has served as a California State Commissioner on the Naturopathic Medicine Committee, the oversight commission for naturopath practice in California. She currently serves as the President of the Baldwin Hills Estates HOA and Scholarship Committee Chair for Parkside Economic Development Corporation. She also served as campaign coordinator for Mayor Karen Bass’ successful run.
Shirley belongs to a stock investment group comprised of 27 African American Women. For over 25 years, the group has used stock investing as a mechanism to create a path to sustain wealth for themselves and their families.
Derek Williams, MD
Dr. Derek F. Williams is a board-certified family practice physician in Hawthorne, CA. Noted by his patients as a very good listener, Dr. Williams cares for the whole family. He brings years of expertise addressing the health concerns of adolescents, women, men and the often-complex issues of aging. He values the whole person – body, mind, and spirit and empowers his patients through personal wellness and preventive lifestyles.
Dr. Williams graduated from the University of Missouri Medical School and completed his Residency and Fellowship at the University of Kansas Medical Center. He is currently a Family Medicine Specialist at Providence Health Care in Hawthorne, CA.
John T. Fleming
John T. Fleming is a student, researcher, and advocate of micro enterprise opportunities that enable flexibility in how and when work can be accomplished. His many years of involvement with the direct selling business model includes experience as an independent contractor, owner of a direct selling company, officer, and pacesetter within one of the world’s largest direct selling companies, Publisher/Editor- in- Chief of Direct Selling News, Consultant, Speaker and Writer.
John is author of Ultimate Gig, published by Emerald Publishing. The book was recognized as sole finalist in the category of Business, Finance & Management for 2022 PROSE Awards sponsored by American Publishers Association.
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