October 20, 2026 | 12:00 PM PST
National Financial Planning Month
This session is another chance to review your financial plan, revisit budgeting and debt goals, and learn how credit impacts your future.
Learning Objectives
Review Your Financial Plan
Review your current financial situation, set goals, and create a roadmap to achieve them.
Focus On Budgeting and Debt
This is a good time to re-evaluate your budget and focus on reducing debt before the holidays.
Get Smart About Credit Day
Observed on October 16, this is a good time to learn about and improve your credit score.
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.