September 15, 2026 | 12:00 PM PST
Estate Planning and Retirement
This session will focus on estate planning basics and why reviewing retirement contributions is key to long-term security.
Learning Objectives
Review Your Estate Plan
Ensure your will and other estate documents are up to date.
Contribute to Your 401(k)
September 1 is National 401(k) Day, a good reminder to max out your contributions.
Facilitator
Jasper Smith
Founder
The #BuildWealth Movement®
Jasper Smith has been involved in financial services for nearly two decades, working in various capacities. He has held positions with Lincoln Financial Group, Bank of America/Merrill Lynch, Northwestern Mutual, and various non-profit organizations that promote financial literacy to underserved communities. He holds his life insurance license, multiple securities licenses, and the Certified Retirement Counselor (CRC®) designation.
Currently, he works as a Financial Planner with Prudential. He’s also an author and speaker and serves as the chief visionary of a financial education company called The #BuildWealth Movement®. Jasper works tirelessly to help people disrupt generational poverty® for their families and community.
With a passion for promoting financial awareness to the nation’s youth and under-served communities, Jasper donates countless hours as a Board Member and the Western Region Vice President for the Urban Financial Services Coalition.
He was a 4-year letterman in Baseball and graduated summa cum laude from North Carolina Agricultural & Technical State University with a B.S. in Business Administration. He is married to his amazing wife TiYanna and they have one daughter, Jaslyn. He is a native of Durham, NC.
Currently, he works as a Financial Planner with Prudential. He’s also an author and speaker and serves as the chief visionary of a financial education company called The #BuildWealth Movement®. Jasper works tirelessly to help people disrupt generational poverty® for their families and community.
With a passion for promoting financial awareness to the nation’s youth and under-served communities, Jasper donates countless hours as a Board Member and the Western Region Vice President for the Urban Financial Services Coalition.
He was a 4-year letterman in Baseball and graduated summa cum laude from North Carolina Agricultural & Technical State University with a B.S. in Business Administration. He is married to his amazing wife TiYanna and they have one daughter, Jaslyn. He is a native of Durham, NC.