BuildingBread will conduct a series of workshops focused on custodial accounts and 529 college savings plans to first-time parents with children under the age of one.
The participants of this program are first-time African-American parents of children under the age of one who reside in Tulsa, Oklahoma’s Greenwood District also known as “Black Wall Street.”
The grant will allow The Legacy Project to provide seed funding of $100 per attendee, starting each participant’s account and apply the skills learned in the workshop in real-time.
The program would consist of three online workshops with up to 10 families from Tulsa. Parents will also receive a journal to take notes and document their experience, our goal is that this journal will be passed on through the family to educate future generations.
Selecting and Opening Your Account
Choosing Your Investments
Estate Planning and Next Steps
The program is currently recruiting families for an initial private testing phase which will run through the end of 2020 and provide valuable feedback before launching the program in Tulsa.
In 2021, the program will begin outreach in Tulsa to work with two rounds of five families each.
Kevin L. Matthews II is a number one bestselling author, former financial advisor, and native of Tulsa, Oklahoma. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career.
Kevin launched BuildingBread in 2010, to inspire millennials to set, simplify, and achieve any financial goal. Kevin has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, and many others.