Building intergenerational wealth for union members

Event Training Department

Join us for an engaging and informative workshop on building intergenerational wealth for union members.

During this workshop, we will examine how disparities in wealth across racial and ethnic lines contribute to the racial wealth gap. Additionally, we will explore actionable financial steps to increase your net worth and financial security. Unions play a crucial role in mitigating these disparities, enhancing wealth for all households, regardless of race or ethnicity. They serve as instrumental vehicles in bridging the wealth gap, promoting economic mobility, and fostering long-term wealth accumulation for future generations. Recent data highlights significant disparities, revealing that median white families possess approximately 10 times more wealth than the median Black family, and over eight times more wealth than the median Hispanic family. Overcoming these barriers necessitates a well-defined roadmap for effective financial planning.

Join us to gain valuable insights and strategies to overcome these challenges and pave the way towards financial empowerment and prosperity.

December 5, 2023 at 3:30 PM

Ramona Ortega is the founder of WealthBuild, an AI-powered financial co-pilot that empowers individuals to make smarter financial decisions and build wealth. As a thought leader in financial inclusion, millennial money, and AI for good, Ramona has been recognized for her contributions in the industry. She was named Crain’s Business Most Notable Women in Financial Advice in 2020 and featured as one of the 100 Most Influential Latinas by Latino Leaders Magazine. Ramona is also a Politico Impact leader and has been featured in HBO’s Gaming Wall Street.