Charlotte, NC, December 5, 2025
Tony Jackson, founder of The Real Money Coach, has launched a financial seminar series aimed at improving financial literacy in Black and Brown communities. With over 30 years of experience, Jackson addresses key topics in retirement planning and financial education, including estate strategies, retirement taxes, and more. Held in culturally relevant venues, these seminars focus on engaging learning to bridge critical knowledge gaps. Positive feedback has spurred plans for expansion into additional cities, highlighting a commitment to community financial empowerment.
Charlotte, NC – In a progressive step towards enhancing financial literacy within Black and Brown communities, Tony Jackson, a Certified Financial Education Instructor (CFEI) and founder of The Real Money Coach, has unveiled a new financial seminar series. This initiative is designed to fill the considerable knowledge gap that persists in retirement planning and financial education.
With over 30 years of experience in insurance, retirement planning, and legacy building, Jackson has seen firsthand the financial disparities faced by many individuals in these communities. As concerns grow about preparedness for retirement, it has become increasingly evident that critical topics such as estate strategies and tax-efficient income streams often remain unaddressed. Jackson’s seminar series seeks to provide knowledge and tools that will empower participants to make informed financial decisions.
The seminars are uniquely structured, taking place in non-traditional venues that prioritize hospitality, storytelling, and cultural relevance. This approach not only enhances learning but also makes complex financial subjects more accessible and engaging to those who attend.
Seminar Topics and Focus Areas
The seminar series covers a variety of essential financial subjects, offering participants a comprehensive understanding of important topics. Some of the key areas of focus include:
- Fixed Index Strategies: This topic helps participants understand how indexed accounts can offer potential growth while minimizing the risk associated with market fluctuations.
- Retirement Taxes & Roth Conversions: Attendees explore the hidden tax implications tied to traditional IRAs and learn the advantages of strategic Roth planning.
- Social Security & Medicare (IRMAA) Planning: The seminars guide participants on how to manage income effectively to avoid unexpected surcharges on Medicare premiums.
- Long-Term Care: This segment focuses on planning for potential healthcare expenses without compromising retirement savings.
- Living Benefits Life Insurance: Participants discover innovative life insurance options that can be utilized during their lifetime.
- Estate Planning: The series includes valuable insights from legal experts on crafting wills, setting up trusts, and asset protection strategies.
Positive Reception and Future Expansion
Since the series commenced, seminars have been successfully conducted in Charlotte, Atlanta, and National Harbor, garnering enthusiastic feedback from participants. Many attendees report feeling informed and empowered to take control of their financial futures. Given the positive reception, Jackson has expressed plans to extend the series to additional cities, further broadening its reach.
Community Engagement in Financial Education
This initiative aligns with a broader movement towards enhancing community engagement in financial education. By addressing the unique challenges faced by underrepresented communities, programs like this not only foster personal economic growth but also contribute to the overall economic health of the region.
As Charlotte continues to expand its efforts in promoting entrepreneurial innovation and community resilience, initiatives such as The Real Money Coach’s seminar series underscore the importance of accessible education in ensuring that all residents can achieve financial security.
Conclusion
The Real Money Coach’s seminar series is a significant step toward improving financial literacy and empowering individuals in Black and Brown communities. As participants gain essential knowledge, it contributes to a more informed and financially secure population. Interested individuals are encouraged to stay engaged and seek out opportunities to further their financial education. For more information on upcoming events, registration details, and city expansions, prospective attendees should visit The Real Money Coach’s official website and stay connected through social media.
Frequently Asked Questions
- What is the purpose of The Real Money Coach’s financial seminar series?
- The seminar series aims to bridge the knowledge gap in retirement planning and financial literacy among Black and Brown communities by offering educational sessions in non-traditional venues that combine hospitality, storytelling, and cultural relevance to enhance learning experiences.
- Who is Tony Jackson?
- Tony Jackson is a nationally recognized Certified Financial Education Instructor (CFEI) and founder of The Real Money Coach, with over 30 years of experience in insurance, retirement planning, and legacy building.
- What topics are covered in the seminars?
- The seminars cover critical financial topics, including Fixed Index Strategies, Retirement Taxes & Roth Conversions, Social Security & Medicare (IRMAA) Planning, Long-Term Care, Living Benefits Life Insurance, and Estate Planning.
- Where have the seminars been held?
- Seminars have been held in Charlotte, Atlanta, and National Harbor, with plans to expand to additional cities in the near future.
- How can I find out about upcoming events?
- For more information on upcoming events, registration details, and city announcements, visit The Real Money Coach’s official website or follow them on social media.
| Key Feature | Description |
|---|---|
| Seminar Series Launch | The Real Money Coach, founded by Tony Jackson, has introduced a financial seminar series aimed at enhancing financial literacy in Black and Brown communities. |
| Seminar Topics | Topics include Fixed Index Strategies, Retirement Taxes & Roth Conversions, Social Security & Medicare (IRMAA) Planning, Long-Term Care, Living Benefits Life Insurance, and Estate Planning. |
| Seminar Locations | Events have been held in Charlotte, Atlanta, and National Harbor, with plans for expansion to additional cities. |
| Participant Feedback | Attendees have reported feeling informed, inspired, and equipped to make better financial decisions. |
| Registration Information | For details on upcoming events and registration, visit The Real Money Coach’s official website or follow them on social media. |
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