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You Can Get There From Here: planting the seeds for Generational Wealth
Live Event (online)
LPL Foundation 16 9 ratio image
Date & Time: June 20, 2023, 5:00pm EDT
Cost: $0.00
Duration: 90 minutes Language: English Register Now
About the event

If you have traditionally believed building generational wealth is unattainable for you and your family, then this webinar is for you!

During this panel conversation, four women will share how their discipline and dedication allowed them to take the steps needed to build a level of financial security for themselves and their families' future.

You will hear about the various avenues available to you as you evaluate which ones work best for you.
Building Generational Wealth is possible no matter how little money you have now.
It's about staying focused on the goal and sticking with the plan you set in motion!

About the presenters
Carolina Aponte
Carolina Aponte

Carolina Aponte is the founder of CAJA Holdings, LLC an Accounting and Fractional CFO firm in Charlotte, North Carolina. Her business provides services to multi-million-dollar companies, and diverse small businesses including local CPA firms and non-profit organizations. She is the author of 'Pave Your Own Way: Thirteen Skills To Create Your Professional Success'. Carolina is the recipient of several awards including the 2021 Enterprising Woman Award and the 2021 NAWBO Charlotte Woman Business Owner of the Year. She previously served on the board of the Soccer Foundation of Charlotte and is a

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Deanna Moss
Deanna Moss

Deanna has worked in the financial services industry since 2005 as an insurance agent working with companies such as Bestow, Inc., LPL Financial, RBC, Banker’s Life and Casualty, and as an independent agent with Freedom Financial Advantage (FFA). Prior to working in the financial services industry, Deanna worked in the non-profit sector and was an entrepreneur. She and her husband also owned and operated a telecommunications company specializing in the sales and marketing of pagers and cell phones. In her career as an expert in the annuity and insurance industry, she has successfully

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Michelle Keaton-Barrow
Michelle Keaton-Barrow

Michelle Keaton-Barrow is a graduate of North Carolina State University where she received her BS degree in Chemical Engineering. She traded her lab coat for a business suit and joined other business owners in her pursuit to have a positive impact in the community. She is currently the CEO of Keaton Barrow Realty Inc., Green Dynamics LLC and Three Comma Mom LLC with offices located in Raleigh and Charlotte, NC. She is also a published author. One of her missions in life is to enlighten and encourage people to provide platforms for their empowerment. She is currently on the Advisory Board for

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Michelle Montgomery
Michelle Montgomery,

An innate leader, educator and mentor, Michelle has been an entrepreneur for over 15 years. Purchasing a national childcare franchise in Lake Norman, NC, which led to her relocating to NC from New Jersey. She owned the business for eight years and, before selling, she built it into a Five-Star facility, North Carolina’s highest designation. In 2016, Michelle obtained her real estate license and transitioned from taking care of people’s children, to helping them with their second most-prized possessions, their homes. Recently, Michelle was selected as one of America’s Top 100 Real Estate Agents

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