AARP Sponsors Purses to Portfolio Conference

Top Financial Expert Conducts AARP Financial Resilience Session

 Lazetta Rainey Braxton, Certified Financial Planner and Founder of Financial Fountains, will represent AARP at “Purses to Portfolio,” Delaware’s premier non-profit financial education program for women. AARP, a lead sponsor of the event, will also be an exhibitor, offering an array of information and giveaways for attendees.

AARP chose Braxton to deliver the session titled, “Setting Your Financial Course,” because of her passion for her clients well-being and for teaching effective stewardship practices as part of her firm’s client-centered approach. She engages a holistic perspective when providing financial planning and investment management services.

Ms. Braxton’s extensive background in financial and managerial accounting, internal auditing, investments, and wealth management services provides a strong foundation for delivering financial advice and investment management services to individuals, families, and institutions. Prior to founding Financial Fountains, she served as vice president at Diversified Trust Company (DTC), a comprehensive wealth management firm with offices in Nashville, Memphis, and Atlanta. At DTC, she was integrally involved with providing investment and estate planning services to high-net-worth individuals and to institutions.

While obtaining her MBA, she worked for Wachovia Charitable Services in Winston-Salem, North Carolina, and assisted with the investment management of institutional charitable trusts, gift annuities, and pooled income funds. In her position as a financial analyst with Wachovia Asset Management, she supported the equity investment team in managing client portfolios. Ms. Braxton’s other positions with Brown Capital Management, Aerotek, and Marriott International afforded her significant experience in accounting, internal auditing, and the intricacies of business management.

As an advocate of financial literacy and diversity in the financial planning profession, Ms. Braxton serves as President of the Association of African American Financial Advisors, as well as a member of the CNBC Digital Financial Advisor’s Council, the CFP Board Women’s Initiative Advisory Panel, the Financial Planning Association Diversity Committee, and the Foundation for Financial Planning Grants Committee. Her community involvement includes pro bono volunteer activities sponsored by Quad-A, FPA, the National Association of Personal Financial Advisors (NAPFA), and AARP. Her articles and blogs have been published by CNBC.com, the Journal of Financial Planning, Dimespring, and The African American Lectionary. She has been quoted in national publications such as the The Wall Street Journal, Kiplinger’s, Black Enterprise, Investment News, and Diversity Women. Ms. Braxton is a speaker on financial planning topics for audiences from various backgrounds and professions.

Ms. Braxton holds an MBA in finance and entrepreneurship from the Wake Forest University Babcock Graduate School of Management and a BS in finance and international business from the University of Virginia (UVA). She received her Certificate of Achievement in Personal Financial Planning from Metropolitan Community College of Omaha, Nebraska.

“We are thrilled to have Ms. Braxton present for AARP at this well-attended conference,” said Lucretia Young, AARP State Director. “She has a proven commitment to empowering women and their families of all ages to achieve financial independence and success after their working years.”

Registration is now open for the “Purses to Portfolio” conference. Free admission includes a full day of workshops and exhibits focused on financial planning for women. The all-day conference is on Saturday, October 18, 2014 at the CHASE Center in Wilmington. Conference hours are 8:30 am – 4:00 pm. For more information, contact the Delaware Money School at 302-792-1200, or visit www.dfli.org.