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Building Savings & Wealth with WSB
Building Savings & Wealth with WSB

الثلاثاء، 13 فبراير

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Bamboo

Building Savings & Wealth with WSB

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Time & Location

13 فبراير 2024، 5:30 م – 7:00 م

Bamboo, 220 S Main St, Royal Oak, MI 48067, USA

About the Event

During this workshop entitled Building Savings and Wealth you will learn about the building blocks to a strong financial foundation. We will take action and identify your personal goals for the new year. We will learn about the wealth formula and explore the effect of taxes and inflation on your assets.

In 2020, the 30 by 30 campaign was launched in an effort to educate and empower 30 million families by 2030. This is an ongoing national campaign for financial literacy taking place all across the United States and all provinces of Canada. World System Builder is a fast growing community with people from all walks of life looking to change their financial future and change the lives of many others.

Catherine De Leon is a proud advocate for financial literacy and an expert in the financial services industry for over 20 years. Before she immigrated to the United States in 1989, she studied civil engineering and graduated from the University of Santo Tomas in Manila, Philippines. Her humble journey began working for MetLife in 1994. A decade later, Catherine made a transition to healthcare managing home care facilities. In 2014, Catherine returned to the financial services industry where she empowers many families with financial education. In addition to providing solutions to many families, she is a registered Social Security analyst and helps expectant retirees optimize their Social Security benefits. Catherine is a mother of 4 and has 6 grandchildren. Her husband is her biggest cheerleader and proudly campaigns alongside her in this community.

Patrick De Leon became a professional in the financial services industry in 2014. He advocates for many families by providing financial education in various venues. He is the first person in his family born in the United States. In college, Patrick studied nursing and graduated from Benedictine University. With 14 years of experience as a registered nurse, he currently leads a busy brain and spine surgery program at one of the metro Detroit hospitals. Patrick is also a certified college planning consultant, which helps students prepare for college and reduce the out-of-pocket costs for parents. Aside from his many talents, Patrick enjoys travelling around the world and spending quality time with his wife and son.

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