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The 4th Annual Wealthy Brunch to Drive Financial Literacy, Homeownership, and Wealth-Building in Jacksonville Community

December 14, 2024 @ 8:00 am - 5:00 pm

Jacksonville, FL – December 14, 2024– Sipping Wealth, in partnership with Strategic Tax Accountants and Family Foundations, is excited to announce the 4th Annual Wealthy Brunch, an exclusive event aimed at empowering the Jacksonville community through financial education, real estate investment, and wealth-building strategies. This event, to be held at the Jessie Ball DuPont Center, promises to make a substantial impact on the financial futures of attendees, helping them become informed homeowners, investors, and retirement planners.

 

Presented by Sipping Wealth, Strategic Tax Accountants, and Family Foundations, the Wealthy Brunch is more than an event – it is a movement toward financial empowerment, equity, and generational wealth. Attendees will gain actionable insights through panel discussions led by industry leaders in real estate, tax planning, and wealth management, all designed to inspire informed financial decision-making, responsible investment, and long-term security. This year’s brunch will delve into the following topics:

 

– Financial Literacy & Wealth Accumulation: Essential principles of budgeting, saving, and investing to foster financial stability and growth.

– Real Estate & Homeownership: Practical advice for first-time homebuyers, investment strategies, and tips to navigate the housing market, with an eye toward making homeownership attainable for more Jacksonville families.

– Retirement Planning: Comprehensive guidance on retirement savings, tax-efficient strategies, and securing a financially healthy future.

– Generational Wealth-Building: Proven methods for breaking generational cycles of financial struggle and setting up future generations for success.

 

Since its inception, the Wealthy Brunch has attracted over 100 attendees, with countless participants experiencing significant strides in financial literacy and empowerment. This year, we hope to build on that impact by raising funds for Family Foundations, a local nonprofit devoted to financial education and stability for Jacksonville families. The proceeds will go toward Family Foundations’ initiatives to help more families achieve homeownership, build financial security, and ultimately contribute to a stronger, more financially empowered Jacksonville community.

 

“We are thrilled to be partnering with Family Foundations this year,” says Wadelene Charles, Founder of Sipping Wealth. “This brunch is an opportunity to bring actionable financial knowledge directly to our community, helping individuals take charge of their financial lives, build wealth, and secure a legacy for future generations. We are driven by the vision of a Jacksonville where financial literacy is accessible to everyone, leading to a community of empowered homeowners, investors, and wealth-builders.”

 

Event Details:

Date: December 14, 2024  

– Time: 12:00 PM – 4:00 PM

– Jessie Ball DuPont Center, 40 E Adams St, Jacksonville, FL 32202

– Ticket Information:Available at https://WealthyBrunch2024.eventbrite.com

 

With a projected attendance of over 100 motivated individuals, the Wealthy Brunch presents a unique opportunity for sponsors to connect with a community-focused audience dedicated to financial growth. Sponsorships are available, offering valuable exposure and the chance to be part of this transformative event.

 

For sponsorship inquiries, media requests, or more information, please contact Wadelene Charles atwadelene@strategictaxaccountant.com or 904-479-8838.

 

Join us at the Wealthy Brunch and be a part of a powerful movement toward financial independence, community growth, and generational wealth. Together, let’s uplift Jacksonville, one financially empowered family at a time.

 

About Sipping Wealth

Sipping Wealth is a financial literacy brand founded by Wadelene Charles, committed to equipping individuals with practical knowledge in wealth management, tax insights and financial well-being. Through workshops, live events, and online education, Sipping Wealth empowers individuals to make informed financial decisions and build lasting wealth for themselves and future generations.

 

 

“Making it possible to turn your dreams into reality by starting with Financial Success”


Wadelene@Strategictaxaccountant.com
904-479-8838

Strategic Tax Accountants
1301 Riverplace Blvd, Suite 800, Jacksonville, FL, 32207

Consultations by appointment only. Sign up for a free consultation.

strategictaxaccountant.com/

Details

Date:
December 14, 2024
Time:
8:00 am - 5:00 pm