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Financially Surviving to Thriving

A Financial Empowerment Celebration!

All week we featured special speakers to get you financially ready to buy a home, pay off debt, save for retirement, and more! Check out our talks below and as always feel free to reach out with any questions or if you are ready to start the home buying process. 

Event Presentations

Theme: Build Your Financial Foundation

Coffee with a Counselor – Money & Women: Debunking Myths

Maximize Your Money & Build Financial Resilience *co-hosted with Harmony CDC

Budgeting Workshop with BBVA

Theme: Family and Youth Financial Fitness

PocketWise Prep Introduction – A look at Dallas Habitat’s new financial education program for children!

How to Have Family Conversations Around Money *co-hosted with For Oak Cliff

Theme: Invest Like a Pro

Coffee with a Counselor – How 401(k) Matches Work

Get Started With Stock Trading! A live discussion with Teri Ijeoma, founder of Trade and Travel

Theme: Conquer Credit & Pay Down Debt

Coffee with a Counselor – Safe Ways to Build Credit

Lunch & Learn – Tips for Paying Down Debt Faster

Debt Management Workshop with Comerica Bank

Theme: Map Your Homeownership Journey

Coffee with a Counselor – Turn Your Stimulus Check & Tax Refund into Savings for a Home!

Lunch & Learn – 10 Steps of Buying a Home *co-hosted by Lisa Woulard, Preferred Realtor with Dallas Habitat

Welcome To Pocketwise

Keynote Speakers

Jully-Alma Taveras

Founder of Investing Latina

Jully-Alma Taveras is the founder of Investing Latina, an online community for financially powerful women. She is an award-winning money expert, writer, and YouTuber that covers topics around personal finance, investing, and entrepreneurship.

She’s a speaker and facilitator that has led workshops at Nasdaq, Google, other Fortune 500 companies and startups. Her money philosophies have inspired thousands of women to live minimally & spend intentionally, so that they can invest more. Her program The Investing Workshop teaches foundational investing principles and strategies. You can text her where she invites you to “Ask Me Money Things™” and follow her on Instagram where she shares funny #moneymemes inspired by pop culture.

Teri Ijeoma

Expert Trader, Educator Media, Founder of “Trade and Travel”

Teri Ijeoma began her professional career working in education and non-profits. When she started trading stocks over a decade ago, she saw it as an opportunity to supplement her income so she could afford luxuries such as travel. She was so successful
that in 2017 this side hustle turned into her full-time income, and she founded Trade and Travel.

With more than 10+ years invested in trading education, courses, workshops, having spent thousands of dollars, with a lot of trial and error, Teri developed expert strategies and proprietary intelligence that fast-tracks the learning journey and earning performance. These very same strategies enabled Teri to transition working in her own business while she traveled the world doing what she does best; trading, and sometimes in her pajamas.

Event Partners