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3 Myths of Wealth Transfer

Myth - Fact
Melanie M. Lee

Join the UFSC Eastern Region Friday Connection Series

Friday, April 5, 2019

12:00 – 1:00 PM EST / 9:00 AM PS

3 Myths of Wealth Transfer

Register at: https://UFSC3MythsWealthTransfer.eventbrite.com


Featured Speak: Melanie Lee-Kasuyi

Melanie Lee-Kasuyi is the owner of Lee Law Office that concentrates in the areas of Trusts & Estates, Estate Administration and Elder Law.  Melanie received her Bachelor of Arts Degree from Howard University and her law degree from Washington and Lee School of Law.  She is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys.  Her firm’s philosophy is to help clients create, build and properly transfer wealth.  She is a member of The Virginia State Bar; Virginia Bar Association (Sections on Probate, Trusts & Estates and Real Property), The Hill Tucker Bar Association and The American Bar Association.

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Karen Bass - Congressional Black CaucusRep. Karen Bass Elected to Lead Growing Congressional Black Caucus

Excerpt from Roll Call

Members of the Congressional Black Caucus elected California Democratic Rep. Karen Bass to lead them in the next Congress, as the group crosses a milestone 50-member threshold.

The CBC is adding nine new members, bringing its total membership to 55. Bass, who currently serves as the caucus’s second vice chair, replaces Louisiana Democratic Rep. Cedric L. Richmond, who took the helm of the caucus in late 2016.

“There’s much work to be done next Congress to ensure equality and justice for African Americans and other marginalized communities, and I am confident Congresswoman Bass will continue to provide strong leadership in this regard,” Richmond said in a statement.

Since its formation in 1971, the CBC has been dominated by Democrats. The group focuses on serving African-Americans and other marginalized populations and in recent years has pursued legislative priorities including a criminal justice overhaul , education opportunities, affordable health care and addressing racial disparities in heath outcomes.

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Rep. Karen Bass Elected to Lead Growing Congressional Black Caucus

Past participant of UFSC AABFP (African American Briefing for Financial Professionals)

The African American Briefing for Financial Professionals provides an opportunity for leaders and members of UFSC to learn from lawmakers, regulators, industry experts and government leaders about strategies they are creating to stimulate job growth, promote businesses and revitalize communities.  Participants also learn how to overcome the various challenges currently facing the financial services industry.

Senator Mark Warner, Senator Robert Menendez, Congresswoman Karen Bass, Congresswoman Maxine Waters, Congressman Hank Johnson, Senator Elizabeth Warren




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Mission



Economic Empowerment

BEAM  –  Financial Fitness

Improving the financial condition of our ethnically and culturally diverse communities through financial literacy/education programs, home ownership, entrepreneurship, advanced wealth building workshops and local economic development initiatives

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Professional Development

Annual Summit  –   Speakers Bureau

Supporting the exchange of experiences, ideas and interests in order to promote career and professional development including a premier job bank of experienced minority professionals and commensurate career opportunities

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Educational Advancement

MARK 1  – Oratorical Competition

Delivering a wide variety of programs to assist minority youth pursuing careers in financial services, such as (1) educational, technical and advisory assistance where needed (2) scholarship programs for undergraduate/graduate studies and (3) mentorship and internship opportunities for college students and newly hired professionals

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Latest News

ABA_UFSC Summit

American Bankers Association – Summit 2019

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Join UFSC’s delegation at the American Bankers Association Washington Summit, April 1 -3, 2019, Marriott Marquis, Washington, DC.  During the three days, UFSC’s delegation will participate in the following activities: Emerging Leaders Forum: This is a great opportunity for new voices in banking to share challenges and strategies, network with peers across the country and... read more

Myth - Fact

3 Myths of Wealth Transfer

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Do you want to connect virtually with other financial services professionals? Do you want to tap into other experts who can be a resource for your initiatives? Do you want to find out how UFSC can help you and how you can help others? Join the UFSC Eastern Region Friday Connection Series Friday, April 5,... read more

Subject Matter Experts

Become a Financial Rockstar with the Basics

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Do you want to connect virtually with other financial services professionals? Do you want to tap into other experts who can be a resource for your initiatives? Do you want to find out how UFSC can help you and how you can help others? Join us for the UFSC Eastern Region Friday Connection Series on... read more

Golden opportunity

Tax Strategies for Business Owners and Professionals

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The Urban Financial Services Coalition DMV Interest Group invites you to its General Body Meeting featuring a discussion about “Tax Strategies for Business Owners and Professionals” on Wednesday, February 20, 2019, 6:30 pm. During this session professionals and business owners will learn some quick, down and dirty tax strategies to reduce taxes to Uncle Sam... read more

Martin Luther King

Celebrate the legacy of Dr. Martin Luther King, Jr.

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UFSC Richmond Chapter is collaborating with Boaz and Ruth and Fifth Street Baptist Church to host the 17th annual community program to celebrate the legacy of Dr. Martin Luther King, Jr. At this event, the community will be inspired by the recipients of the Drum Major for Excellence Awards and the keynote presentation of Dr.... read more

Connected-to-social-media

Keys to Developing Your Networking Skills on LinkedIn

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Do you want to connect virtually with other financial services professionals? Do you want to tap into other experts who can be a resource for your initiatives? Do you want to find out how UFSC can help you and how you can help others? Join us for the UFSC Eastern Region Friday Connection Series on... read more

Holiday Awards - UFSC

Celebrate the Holiday, Celebrate Leaders

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Holiday Awards Reception with a Purpose   Urban Financial Services Coalition and TD Bank invites Financial Professionals and the community to the “First Annual Celebrate the Holidays and Celebrate Leaders Awards” reception on Wednesday, December 19, 2018, 6:30 pm, TD Bank Office, 1919 Gallows Road, Vienna, VA 22182.     As we together to celebrate... read more

Personal Branding

Personal Brand Operating Plan

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Darrell Brown is a Senior Vice President for the Consumer Banking Group, leading the Greater Los Angeles Coastal Region of U.S. Bank, the nations’ fifth largest commercial bank with over $459 billion in assets and 18.7 million customers.  With over 40 years of leadership and management roles within the banking industry, he is responsible for... read more


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