July 21, 2026 | 12:00 PM PST
Financial Independence and Insurance
This session will revisit your plan to become financially independent, including a review your savings plan and insurance policies.
Learning Objectives
Consider Financial Independence
The Fourth of July is a good reminder to focus on building savings and managing debt.
Review Insurance
Take time to review your insurance policies. National Insurance Awareness Day is on June 28, but July is a good time to act.
Check Retirement Savings
Perform a check-in on your retirement savings plan.
Facilitator
Jasper Smith
Founder
The #BuildWealth Movement®
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.