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• Making the Most of the Family Office

  • When
    Saturday, May 04, 2024
  •  
    11:00 AM - 1:00 PM
  • Location
    On Zoom

  Register

  Making the Most of the Family Office

  

  Join us for an engaging and informative workshop designed to introduce you to the powerful concept of the family office and how it can be adapted to benefit everyday people. Traditionally utilized by the wealthy, a family office is a comprehensive approach to managing wealth, encompassing everything from financial planning to estate management and beyond. In this workshop, we'll explore how you can leverage the principles of the family office to build and preserve wealth, secure your financial future, and achieve your long-term goals, regardless of your current income level. Whether you're just starting your financial journey or looking to optimize your existing resources, this workshop will provide you with practical insights and actionable strategies to take control of your financial destiny.

  Topics Covered include:

  • Introduction to the Family Office Concept
  • Assessing Your Financial Goals and Objectives
  • Comprehensive Financial Planning Strategies

  A brief overview of the following items included in Family office planning:
  

  -Wealth Accumulation and Investment Management;
  -Estate Planning and Asset Protection
  -Tax Optimization and Minimization Strategies
  -Retirement Planning and Long-Term Wealth Preservation
  -Philanthropy and Legacy Planning
  Tools and Resources for Implementing Your Family Office Strategy

  
  

  Presenter: Kisha N Ward, CFP/CPA, AEP, PFS

  
  

  Kisha N. Ward, CFP|CPA , founder and principal of K. Ward & Co. is a native Washingtonian. With more than 20 years of experience, Kisha is a proven and trusted advisor in providing comprehensive income, estate and gift tax compliance and planning services with a special interest in wealth transfer. She seeks to be a co-conspirator in the process of her clients achieving their goals. With a holistic approach and utilizing coaching techniques, clients uncover their ""why"" to better understand and meet these goals. Her clients have included affluent families and individuals, business owners, executives, founders, investors, professional athletes, and other professionals on their path to creating, maintaining, and preserving generational wealth.

  Please register in advance. You will receive a Reminder by 9 am on the day of the presentation with the ZOOM login link/info for the event.  If you register on the day of, you will receive the login link/info at that time.

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• The Farmers Market is Back at the Black Saturdays CO-OP: Your One-Stop-Shop for "Essential Household Goods" by your Favorite Black Manufacturers

  • Start
    Saturday, May 04, 2024
  •  
  • End
    Saturday, June 01, 2024
  •  
  • Schedule
    3 sessions
  • Location
    2015 Bunker Hill Road, N.E., Washington, DC 20018

  The Black Saturdays CO-OP and Farmers Market

  Join us Saturday, May 4th, 2024
  

  1 - 5 pm

  @2015 Bunker Hill Rd NE, Washington, D.C

  
  

  Your One-Stop-Shop for "Essential Household Goods" by your Favorite Black Manufacturers

  Come and get what you need!!!

  FARMER'S MARKET

  
  

  We Have All Of Our Regular Products:

  

  Freedom Paper Company products include bathroom tissue, paper towels, napkins, facial tissue, black soap, etc.

  

   K.Y.M.M.Y Wellness Products:

  Body Soaps (Liquid and Bar), Body Butters, Lip Balm, Aromatherapy Candles, Waxmelts, and More!!!

  

  Garner's Garden Oral and Body Care Products.

  

  Herbal Results Olive Leaf Extract Anti-Inflammatory Health Remedies

  Moringalantro from Herbal Results: Two superfoods moringa and cilantro combined in one great supplement!!!
  

  
  

  Maringa Power/Tea, fresh from Sierra Leone, West Africa!!

  

  67Naturals Premium Black Soaps and Whipped Shea Butters

  

  Good Vibes All Purpose Cleaning Products
  

  True Detergent is void of any caustic ingredients and animal essences, making it a truly safe detergent for all types of machines (including High Efficiency (HE) machines) and fabrics, and also safe for the whole family.

  Now, NEW True Laundry Dryer Sheets  

  

  

  Shea of Life

  All Natural Mouthwash, Toothpastes and Deodorants

  

  Kenyetta's Shea Butter from Ghana

  
  

   ERZULI - Assortment of original Black Soap from Ghana.

   

  We also have for sale, raw, all-natural wildflower honey from East Coast Honey, a local black owned Apiaries/Bee Keepers.

  

  and More...

  
  

  All forms of payment are accepted.

  Below is a PARTIAL list of some of the items offered, all of which are in-stock.

  (PRICES ARE SUBJECT TO CHANGE)

  ITEM	RETAIL	MEMBER
  1 roll of bathroom tissue	1.25	1.00
  6 pack rolls of bathroom tissue	6.00	5.00
  48 rolls easy carry of bathroom tissue bundle	45.00	40.00
  1 roll of Mega Roll (85 count) paper towels	2.50	2.00
  5 rolls of Mega Roll (85 count) paper towels	10.00	8.00
  Case (30) of Mega Roll Paper Towel	50.00	45.00
  1 Super Jumbo (250 count) Paper Towel	5.00	4.50
  Case (12) of Super Jumbo (250 count) Paper Towel	60.00	50.00
  1 Box of Facial Tissue	1.75	1.50
  Pack (500 Count) Napkins	5.00	4.50

  SPECIAL COMBOS

  ITEM		RETAIL	MEMBER
  UMOJA	4 ROLLS OF BATHROOM TISSUE, 1 Mega Roll PAPER TOWELS and 1 BOX OF FACIAL TISSUE	8.50	7.00
  KUJICHAGULIA	4 ROLLS OF BATHROOM TISSUE, 2 Jumbo Roll TOWELS AND 1 BOX OF FACIAL TISSUE	15.00	13.00
  UJIMA	6 ROLLS OF BATHROOM TISSUE, 4 Mega Roll PAPER TOWELS AND 2 BOX OF FACIAL TISSUE	18.00	15.00
  UJAMAA	12 ROLLS OF BATHROOM TISSUE AND 6 Mega Roll PAPER TOWELS	27.00	22.00
  NIA	12 ROLLS OF BATHROOM TISSUE, 4 Mega Roll PAPER TOWELS AND 2 BOX OF FACIAL TISSUE	25.00	20.00
  KUUMBA	12 ROLLS OF BATHROOM TISSUE, 4 Jumbo Roll PAPER TOWELS AND 2 BOX OF FACIAL TISSUE	33.00	28.00
  IMANI	24 ROLLS OF BATHROOM TISSUE, 12 Mega Roll PAPER TOWELS AND 4 BOX OF FACIAL TISSUE	60.00	50.00

  "Come Put Some Real Black Power on Your Green"

  Current APPEAL members will have the opportunity to purchase products at CO-OP prices, while others in the community also have the opportunity to purchase the products at retail rates.

  You will also have the opportunity to join or renew your membership.
  

  The purpose and goals of the CO-OP include:

  ·         Changing our spending habits to begin practicing commerce with each other together.

  ·         Supporting Black owned and operated manufacturers and producers by increasing their customer base.

  ·         Supporting a network of Black owned and operated manufacturers and producers.

  ·         Raising funds to support APPEAL initiatives, including start-up costs for the credit union.

  Current APPEAL members, please bring your APPEAL membership cards to facilitate CO-OP activities.  Current APPEAL members who do not already have their card can pick them up at the event. 

  We look forward to continuing to put into practice the principal of Ujamaa, Cooperative Economics, as we form more new cooperative and long-lasting relationships with Black owned and operated manufacturers and producers in the future.

  It’s times like this that we need the Co-op the most. Thank you for your continued support.
  

  Join us for "Black Saturdays", Every 1st and 3rd Saturday of Every Month from 1-5pm @ 2015 Bunker Hill Road, N.E., Washington, DC 20018

  Best regards, 
  {Organization_Name}

  Disclaimer: APPEAL Inc. in a retailer of the products that we carry and does not have direct control over the products produced by the manufacturers we carry or the manufacturing process.

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• BUDGETING THROUGH INFLATION: Methods & Strategies for Effective Budgeting and Saving

  • When
    Saturday, May 18, 2024
  •  
    11:00 AM - 1:00 PM
  • Location
    VIRTUAL WORKSHOP

  Register

  BUDGETING THROUGH INFLATION:
  Methods & Strategies for Effective Budgeting and Saving

  
  

  Budgeting and saving strategies are always important.  During inflation, it is critical to keep their business and personal life thriving. We will take a deep dive into practical methods to manage your finances during a recession!

  • How and Why you should create an emergency fund.

  • Practical Methods to implement and sustain your budgeting plan.

  • Key budget items to be aware of during a recession.

  Join us as entrepreneur Carolyn Ann Powell shares her wealth of information!

  
  

  Presented by Carolyn Ann Powell, Harvesting Wealth, LLC

  
  

  Please register in advance. You will receive a Reminder at 9 am on the day of the presentation with the ZOOM login link/info for the event.  If you register on the day of, you will receive the login link/info at that time.
  

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• Tax Planning For Life Events

  • When
    Saturday, May 25, 2024
  •  
    11:00 AM - 1:00 PM
  • Location
    On Zoom

  Register

  Tax Planning For Life Events

  

  Join us for an enlightening workshop on tax planning for life events, where we'll dive deep into strategies to maximize your tax deductions, income exclusions, and tax credits. Led by a seasoned CPA with decades of experience, this workshop will provide you with valuable insights and practical tips to optimize your tax situation and make the most of next year's return. Whether you're navigating major life changes or simply looking to minimize your tax liability, this workshop will equip you with the knowledge and tools you need to achieve your financial goals.

  Topics Covered:

  • Introduction to Tax Planning: Understanding the Basics
  • Maximizing Tax Deductions: Strategies for Itemized Deductions and Above-the-Line Deductions
  • Leveraging Income Exclusions: Excluding Income from Taxation
  • Exploring Refundable Tax Credits: Maximizing Credits That Can Result in a Refund
  • Utilizing Non-Refundable Tax Credits: Optimizing Credits to Reduce Tax Liability
  • Changes in the Tax Code for 2024: Updates and Implications for Taxpayers
  • Tax Planning for Major Life Events: Marriage, Divorce, Birth of a Child, Homeownership, Retirement, and More
  • Tax-Efficient Investment Strategies: Capital Gains, Dividends, and Retirement Accounts
  • Common Tax Mistakes to Avoid: Pitfalls and Red Flags

  Key Takeaways:

  • Learn strategies to maximize tax deductions and credits.
  • Understand changes in the tax code for the upcoming year.
  • Discover tax planning opportunities for major life events.

  Presenter: Sola Cole, CPA

  Please register in advance. You will receive a Reminder by 9 am on the day of the presentation with the ZOOM login link/info for the event.  If you register on the day of, you will receive the login link/info at that time.

  Show details