AAAA
is proud to welcomes its newest corporate partner,
Broadridge Financial.
 Broadridge
is a leading full-service outsourcing provider
to the global financial industry, capable of
meeting the most demanding requirements for
efficient, secure and scalable operational support.
The company’s reach spans the world, and encompasses
an extensive array of services - from account
opening and securities transaction processing
to correspondent clearing to document management
and investor communications as well as full
operational staff outsourcing. A steadfast source
of processing support, Broadridge helps financial
services institutions and public companies increase
productivity, streamline operations, enter new
markets with new products more quickly, drive
down back-office costs and better manage risk.
http://www.broadridge.com/ |
Upcoming
Events:
- August
14, 2008
Thursday
Quarterly Membership Mixer & Networking Reception
6:30pm-8:00pm
Eggspectations Restaurant
923 Ellsworth Drive Silver Spring, MD 20910
Pre-register by calling 301-459-5515 ; $10 non-members
Topic: Turbulent Times—What every Financial
Professional should know about World-Wide Financial
Markets; Economic Forecasts; Interest Rates;
Actions of the Federal Reserve Board, Treasury,
& Congress; The US Housing Market; Fannie &
Freddie; Gold and the US Dollar. Refreshments
will be available.
Guest
Speaker: Ivory Johnson, CFPTM, ChFC; Director
of Financial Planning for the Scarborough Group.
Mr. Johnson has appeared as a financial planning
guest on CNBC and Fox News and has appeared
in several publications, including US News &
World Report, The New York Times, The Washington
Post and recently appeared on the front cover
of Financial Planning Magazine.
-
September
13, 2008
September 20, 2008
NCRC—National Community Reinvestment Corporation
NCRC is hosting a "Save the Block Party!" in
Maryland on September 13, 2008 at Watkins
Regional Park and Virginia on September
20, 2008 at the Fairfax County Government Center.
These neighborhood-focused homeownership sustainability
programs are aimed at assisting troubled homeowners
in Prince George's County, Maryland and Fairfax
County, Virginia. Preregistered homeowners will
receive foreclosure prevention assistance from
qualified HUD-certified housing counselors.
NCRC has also launched a new foreclosure prevention
website, www.savetheblockparty.org.
Please contact Patrice Davenport at
at NCRC today at 202.464.2723 if you have any
questions or would like to get involved
- October
21, 2008
Tuesday
Joint Event with NAAIA
6:00pm-8:00pm
Topic: “Sales and Communication Techniques for
the Financial Professional-- Identify your Personal
Sales Style".
Location and registration specifics: TBD
AAAA
Events Held:
-
March
5, 2008
Thursday
Housing and Urban Development (HUD)
Homebuying and Foreclosure Prevention Event
Prince Georges County
2-8pm
For mortgage servicers, loan originators,
realtors, homebuyers, & investors
Contact HUD directly for more information
at 800-CALLFHA (225-5342)
- March
11, 2008
Tuesday
"Smarter Mortgage Money" Roundtable for Financial
Professionals
Special Partner Meeting
4:30pm-6:00pm
BY INVITATION ONLY
- March
11, 2008
Tuesday
Quarterly Membership Mixer & Networking Reception
6:30pm-8:00pm
Eggspectations Restaurant
923 Ellsworth Drive Silver Spring, MD 20910
Pre-register by calling 301-459-5515; ; $10 non-members
Refreshments will be available
- March
27, 2008
Thursday
Continuing Education—(CE) Credit Course
6:00pm-8:00pm
Eggspectations Restaurant
923 Ellsworth Drive Silver Spring, MD 20910
"Long-Term Care/Social Security/Medicaid—Making
Sense of it All for your Clients and Family”
Two (2) insurance Continuing Education (CE) Credits
will be provided for licensed professionals in
MD, DC, & VA.
$10 AAAA members/$20 non-members
Pre-register by calling 301-459-5515
Refreshments will be available
-
February
21, 2008
Thursday
(rescheduled to March
11, 2008 due to weather)
"Smarter Mortgage Money" Seminar for Financial
Professionals
Special Partner Meeting
5:30pm-6:30pm
Eggspectations Restaurant
923 Ellsworth Drive Silver Spring, MD 20910
FREE EVENT—no cost required to attend
Pre-register by calling 301-459-5515
Refreshments will be available
-
February
21, 2008
Thursday
(rescheduled to March
11, 2008 due to weather)
Quarterly Membership Mixer & Networking Reception
6:30pm-8:00pm
Eggspectations Restaurant
923 Ellsworth Drive
Silver Spring, MD 20910
Pre-register by calling 301-459-5515; $10 non-members
Refreshments will be available
- December
5, 2007
Wednesday
Woodmore Country Club
12320 Pleasant Prospect
Mitchellville, MD 20721
Scholarships will be awarded to deserving students.
Downlad: AAAA
2007 Awards Program Booklet (PDF)
- November
9, 2007
2007 AAAA Scholarship
Applications
- October
20, 2007
Saturday
Montgomery County Black Leadership Summitt
10am-12 Noon
"Building Wealth and Economic Prosperity."
AAAA will be a partner for this event in Montgomery
County.
Oct. 20, 10am-12noon, Lincoln Park Community Center,
357 Frederick Ave., Rockville For more information,
contact Barbara Flack-Darko, bflackpr@aol.com,
communications chair
- October
4, 2007
Wednesday
“Smarter Mortgage Money”
Special Partner Meeting
5:30pm-6:15pm
Eggspectations Restaurant
923 Ellsworth Drive
Silver Spring, MD 20910
Call
301-459-5515 to RSVP
- October
4, 2007
Thursday
AAAA Quarterly Membership Meeting & Membership
Drive
6:30pm—8:00pm
Eggspectation Restaurant
923 Ellsworth Drive, Silver Spring, MD 20910
301-585-1700
(near intersection of Georgia Avenue and Colesville
Road; Montg.County Parking garage one block away
on Wayne Avenue)
The third quarter AAAA Membership Meeting has
been scheduled for Wednesday, September 19, 2007
from 6:30pm—8:00pm at Eggspectation Restaurant
in Silver Spring, MD. The informal setting provides
the perfect backdrop and opportunity for AAAA
members, guests, and associates to gain insights
from each other, make connections, and generate
business for the second half of 2007! FREE
refreshments will be provided along with a cash
bar.
If you have not renewed your AAAA membership
already, please forward your application to the
P.O. Box or bring it with you to the meeting.
All financial members as of the date of the meeting
will be eligible for a special drawing for several
door prizes. Please RSVP for this event at
301-459-5515. Please leave your full name,
phone number, company name, and email address.
- September
22, 2007
Saturday
Charles County NAACP Housing Workshop
10am-12 Noon
AAAA members will be participating in the Charles
County NAACP Housing Workshop in LaPlata, MD.
For more information call Aaron Tyler at 877-41-NAACP
or aaron.tyler@ccnaacp.org
- September
15, 2007
Saturday
Montgomery County Housing and Financial Fitness
Fair
10am-3pm
http://www.hocmc.org/housingfair/index.htm
AAAA members will be participating in the 2007
Montgomery County Housing Fair and Financial Fitness
Day in Gaithersburg, MD.
For more information call 240-777-3600 or email
to myriam.torrico@montgomerycountymd.gov
- June
23, 2007
"Smarter Mortgage Money"
Wealth-Building and HomeOwnership EXPO
9:00am-3:00pm
TPCBC Fellowship Hall
31 Norwood Road
Silver Spring, MD
Learn
how to: ¨
- Improve
Your Credit Scores & Manage Your Debts ¨
-
Buy a Home and Protect your Home Equity ¨
-
Avoid Lending Scams and Predatory Loans ¨
-
Evaluate alternatives for refinancing 2/28,
3/27, ARMs, and other adjustable rate mortgages
¨
-
Evaluate the Pros and Cons involved in Real
Estate Investing ¨
-
Manage your 401k, IRAs, & Investments ¨
- Plan
for a Comfortable Retirement
FREE
EVENT—No Cost to Attend
But pre-registration is requested: 301-459-5515
Refreshments will be available
- April
12, 2007
"Smarter Mortgage Money" Seminar
6:30-8:30pm
Gilchrist Center
11319 Elkin Street
Wheaton, MD
Learn
how to:
- ¨
Improve Your Credit Scores & Manage Your Debts
¨
-
Buy a Home and Protect your Home Equity ¨
- Avoid
Lending Scams and Predatory Loans ¨
- Avoid
pitfalls of ARMs, Interest-Only, and other “Exotic”
Loan Programs ¨
- Evaluate
the Pros and Cons involved in Real Estate Investing
¨
- Get
Help with Mortgage & Housing Issues
Homebuying
and Anti-Predatory Lending Seminar flyer (PDF)
FREE
EVENT—no cost required to attend
Pre-register by calling 301-459-5515
Refreshments will be available
- Membership
and Networking Meeting
Thursday, March 8, 2007
7:45am—9:00am
Greenbelt Marriott Hotel
6400 Ivy Lane Greenbelt, MD 20770
Networking
from 7:45am to 8:00am
Breakfast will be available
-
Thursday,
November 16, 2006
AAAA Scholarship and Awards Reception
Washington, DC.
Keynote speaker: Randall R. Eley, The Edgar
Lomax Company
Mistress
of Ceremonies: The Honorable Joan M. Pratt,
CPA, Comptroller, City of Baltimore
AAAA 5-yr Event
Summary
-
Monday,
October 23, 2006
“October 23, 2006, AAAA 2006 Scholarship
Applications Due"
Must be postmarked by October 23.
Download:
-
Saturday,
October 14th, 2006
Saturday,
October 28th, 2006
“Smarter Mortgage Money”
Homebuying and Anti-Predatory Lending Seminar
9:00am-11:00am
Eggspectations Restaurant
923 Ellsworth Drive
Silver Spring, MD 20910
Breakfast will be served
- Wednesday,
September 13, 2006
September Membership and Networking Meeting
7:45am-9:00am
Eggspectations Restaurant
923 Ellsworth Drive
Silver Spring, MD 20910
Breakfast will be served
-
Wednesday,
September 16, 2006
“Smarter Mortgage Money”
Homebuying and Anti-Predatory Lending Seminar
Saturday, September 16, 2006; 1pm to 4pm
Silver Spring, MD
-
Held
Thursday, June 8, 2006
Membership and Networking Meeting
Advisor Roundtable: Financial Success Strategies
for Minorities and the Financial Professionals
that serve them
Thursday,
June 8, 2006
8:00am--9:30am
Networking from 7:45am to 8:15am
Breakfast will be served
Greenbelt
Marriott Hotel
6400 Ivy Lane
Greenbelt, MD 20770
- Held
Saturday, April 29, 2006
"Smarter Mortgage Money" Homebuying and Anti-Predatory
Lending Seminar
9:30am
to 11:30am
Montgomery County
Council Office Building,
3rd Floor Conference Room, 100
Maryland Avenue, Rockville, MD
There
is no cost to attend but registration is required.
Registration and Refreshments begin at 9:15am
Download:
Smarter Mortgage Money
Flyer (PDF)
- Held
Tuesday, April 18, 2006
"SPRING 2006-FINANCIAL LITERACYSEMINAR SERIES
"Credit Management, Home-Buying and Wealth-Building"
Co-Sponsor: The Prince
Georges County Delta Alumnae Foundation
In partnership with the Fannie Mae Foundation,
Prince Georges Community College, Washington Informer
Newspaper, and Literacy Institute for Financial
Enrichment
Session
1: Credit Scoring and Credit Reporting: What
You Were Never Told
Session 2: Making the Most of Your Home: What
You Should Know about Home Ownership, Mortgage
Financing, Home Equity, and Real Estate Investing
(see details of session topics below)
Tuesday,
April 18, 2006
6:30 PM--8:30 PM
 Prince
Georges Community College
Marlboro Room M2058
Largo, Maryland
This
is the fifth consecutive year that the financial
literacy forums have been held. There is no cost
to attend but registration is required.
Registration and Refreshments begin at 6:15PM
- Held
Thursday, March 9, 2006
Membership and Networking Meeting
"Interest Rate Forecasts and Economic Outlook
for 2006: What Every Financial Professional Needs
to Know"
Guest
Speaker:
Benjamin A. Keating, CFA -Hartford Funds, Vice-President
& Global Fixed Income Portfolio Specialist
Thursday,
March 9, 2006
7:45am--9:00am
Networking from 7:45am to 8:15am
Breakfast will be served
Greenbelt
Marriott Hotel
6400 Ivy Lane
Greenbelt, MD 20770
Rising
Interest Rates: The Fixed Income Dilemma:
Interest
rates have continued their rising rate cycle.
How will the next cycle unfold and where will
it take us? Does the inverted yield curve mean
that inflation is coming and interest rates will
be lowered again? What lies ahead for TIPs, commercial
backed mortgages, and residential backed mortgages?
Alan Greenspan has recently retired. Will the
new Fed chairman Bernake enjoy a honeymoon with
the stock market? Bond experts offered insights
and ideas about the risks and opportunities that
lie ahead for financial professionals and their
clients.
Today's Retirement Investing
Challenge: Real Estate vs. Stocks vs. Bonds
Investors are increasingly seeking advice on the
diversification and wealth-building opportunities
presented by real estate. With today's investment
environment being characterized by slim bond yields,
modest equity returns, and a slowing housing market,
retirement investing has become more challenging
than ever. The temptation to reach for higher
yields or excess returns is greater than ever
and probably riskier as well. Speakers shared
insights into how advisors can help clients deal
with the new realities of the financial markets.
- Held
Thursday, October 20, 2005
FALL 2005-FINANCIAL LITERACYSEMINAR SERIES
"Credit Management, Home-Buying and Wealth-Building
in 2005 and Beyond"
Co-Sponsor:
The Prince Georges County
Delta Alumnae Foundation In partnership
with the Fannie Mae Foundation, Washington Mutual
Homes, the Washington Informer Newspaper, Reid
Community Development Corporation, and the Literacy
Institute for Financial Enrichment
Thursday,
October 20, 2005
6:30 PM--8:30 PM
Washington
Mutual Homes Loans
10562 Campus Way South
Largo, Maryland
There
is no cost to attend but registration is required.
Call 301-961-1507 to register! Registration and
Refreshments begin at 6:15PM
Credit
Scoring and Credit Reporting: What You Were
Never Told
6:30PM-7:30PM
There
is no cost to attend but registration is required.
Registration and Refreshments begin at 6:00PM
Session 1: Credit Scoring and Credit Reporting:
What You Were Never Told
Session 2: Making the Most of Your Home: What
You Should Know about Home Ownership, Mortgage
Financing, Home Equity, and Real Estate Investing
(see details of session topics below) .
- Held
April 30, 2005
SPRING 2005-FINANCIAL LITERACYSEMINAR SERIES
"Credit Management, Home-Buying and Wealth-Building
in 2005 and Beyond"
Co-Sponsor:
The Prince Georges County
Delta Alumnae Foundation In partnership
with the Fannie Mae Foundation, Washington Informer
Newspaper, Reid Community Development Corporation,
and the Literacy Institute for Financial Enrichment
 Saturday,
April 30, 2005
10:00AM-2:00 PM
Prince George's Community College
Largo, Maryland
There
is no cost to attend but registration is required.
Registration and Refreshments begin at 9:30AM
Session
I: Credit Scoring and Credit Reporting: What You
Were Never Told
Poor credit could be costing you a small fortune.
Is it possible that your credit is preventing
you from securing that new home? Learn how your
credit rating is determined and what you can do
to improve it. Discover the real costs of bad
credit, and tips you can utilize to improve and
maintain good credit scores. Even consumers with
seemingly good credit can improve their credit
rating with techniques we will share. We will
also discuss debt reduction strategies, credit
repair strategies, plus much more. Learn how you
could save thousands of dollars over your lifetime.
Session II: Making the
Most of Your Home: What You Should Know about
Home Ownership, Home Equity, and Real Estate Investing.
Interest rates are near historic lows but are
rising. What are the risks associated with adjustable
rate mortgages (ARMs) or interest-only mortgage
products that you need to know. What happens to
ARM or interest-only mortgage payments as interest
rates increase? Take the mystery out of down payments
and closing costs, mortgage approvals, and home
financing options. Learn how to use your home's
equity to your advantage while avoiding common
pitfalls and predatory loans. Are you ready for
the challenge of becoming a landlord? Learn the
pros and cons involved in real estate investing.
AAAA
Meeting Dates:
Board of Directors Meetings-held the 4th Tuesday
of the 2nd mth of each qtr Quarterly Membership
Mtgs-held the 2nd Thurs of the 3rd mth of each
qtr
______________________________________________________________
For more information on the “Smarter
Mortgage Money” Campaign, contact Lanta Evans-Motte,
Project Manager at 301-459-5515, or Tyson Bellamy,
Assistant Project Manager, at 202-251-2609. For
more information on AAAA, contact LeCount Davis,
Chair, at (301) 961-1507, by email at lrd@lrdmanagement.com;
or at www.aaafa.org.
______________________________________________________________
PRESS
RELEASES
Smarter
Mortgage Money Schedule
PRESS
RELEASE Contacts: FOR IMMEDIATE RELEASE
Press
Release (PDF)
4/15/06
Lanta
Evans President
Association of African American Financial Advisors
301-459-5515 telephone or AAAApres@verizon.net
Tyson
Bellamy Vice President
Association of African American Financial Advisors
301-961-1507 telephone or Tysonqb@aol.com
FINANCIAL
ADVISORS GROUP INITIATES FREE"SMARTER MORTGAGE MONEY"
SEMINARS
Bethesda,
MD - The Association of African American Financial
Advisors (AAAA) announces the first of four free
financial seminars in support of their "Smarter
Mortgage Money" program, a financial education campaign
designed to increase financial literacy skills related
to home buying, mortgage financing, credit management,
and safeguarding of financial assets. The first
seminar will be held on Saturday, April 29, 2006
from 9:30am to 11:30am at the Montgomery County
Council Office Building, 3rd Floor Conference Room,
100 Maryland Avenue, Rockville, MD.
Homeownership
is the cornerstone to wealth building for most American
families. For over half of American homeowners,
at least 50% of their wealth is the equity in their
homes. "It is important for communities to continue
to build wealth through homeownership, and to continue
to maintain and grow that wealth through smart usage
of mortgage money", said LeCount Davis, Chairman
of AAAA. First time homebuyers and low-income borrowers
often lack access to basic information about purchasing
or re-financing a home and as a result may be targets
of housing discrimination, mortgage fraud, and predatory
lending practices.
The
first phase of the campaign will begin in Montgomery
County, MD. There, AAAA will provide educational
seminars to residents who are interested in purchasing
or refinancing a home. The seminars will teach residents
how to evaluate their spending, credit and debt
capacity, how to purchase homes, how to seek and
obtain mortgage financing and how to recognize lending
scams and housing discrimination. Particular attention
will be directed towards County residents of limited
incomes who would be first-time buyers and are members
of racial, ethnic, gender or age groups including
African Americans, Latinos, women and the elderly.
AAAA
is working with private and public groups, including
local civic, community and faith-based organizations,
as well as county, state and federal governmental
agencies to implement the seminars and help to get
the word out to attendees. Organizational heads
are encouraged to contact AAAA to participate in
this effort.
To
register, call AAAA HQ at 301-961-1507. For more
information, please contact Lanta Evans, Project
Manager, at 301-459-5515 or Tyson Bellamy, Assistant
Project Manager, at 202-251-2609.
PRESS
R ELEASE Contacts: FOR IMMEDIATE RELEASE
Press
Release (PDF)
11/30/05
Lanta
Evans President
Association of African American Financial Advisors
301-459-5515 telephone or AAAApres@verizon.net
Tyson
Bellamy Vice President
Association of African American Financial Advisors
301-961-1507 telephone or Tysonqb@aol.com
FINANCIAL
ADVISORS GROUP ANNOUNCES ANTI-PREDATORY LENDING
CAMPAIGN, “SMARTER MORTGAGE MONEY”
Bethesda,
MD - The Association of African American Financial
Advisors (AAAA) announces the launch of their “Smarter
Mortgage Money” program, a financial education campaign
designed to increase mortgage literacy skills related
to home buying, mortgage financing and predatory
lending practices. The goal of the first phase of
the campaign is to reduce predatory lending and
improve access to housing through financial literacy
in Montgomery County, Maryland, which is where AAAA
is headquartered. First time homebuyers and low-income
borrowers often lack access to basic information
about purchasing or re-financing a home and as a
result may be targets of housing discrimination
and potential victims of predatory lending practices.
The
Association of African American Financial Advisors
will provide educational seminars to residents in
Montgomery County who are interested in purchasing
or refinancing a home. The seminars will teach residents
how to evaluate their spending, credit and debt
capacity, how to purchase homes, how to seek and
obtain mortgage financing and how to recognize predatory
lending practices and housing discrimination. Particular
attention will be directed towards County residents
of limited incomes who would be first-time buyers
and are members of racial, ethnic, gender or age
groups including African Americans, Latinos, women
and the elderly.
AAAA
will work with private and public groups, including
local civic, community and faith-based organizations,
as well as county, state and federal governmental
agencies to help identify Montgomery county residents
who may be likely targets of predatory lending or
housing discrimination. Organizational heads are
encouraged to contact AAAA to participate in this
effort, and for an invitation to our “Smarter Mortgage
Money” kick-off event, which will be held on Tuesday,
December 6, 2005 from 6:30 pm to 8:30 pm at the
Gilchrist Center for Cultural Diversity, 11319 Elkin
Street, Wheaton, MD 20902. The guest speaker for
this event will be Ms. Donna Gambrell, Deputy Director
for Compliance and Consumer Protection, Division
of Supervision and Consumer Protection, Federal
Deposit Insurance Corporation (FDIC).
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