Life ,

Estate Planning

David Carlor brings his wealth of experience and a personal mission inspired by his Liberian heritage to lead an estate planning workshop tailored for the Zaka Community's immigrant professionals. Drawing on over 15 years of financial guidance, he aims to democratize access to sophisticated wealth-building strategies, ensuring participants can craft a legacy and secure their family's financial future. This workshop is a unique opportunity for attendees to learn about estate planning essentials from a seasoned financial advisor dedicated to promoting financial freedom across communities.

View Workshop details

· January 31, 2024

Workshop Thought Leader: David Carlor

Son of Liberian immigrants, David Carlor has provided financial guidance and advice for 15+ years, in varying capacities for clients of 5 of the largest institutions in the world. Originally from Brooklyn, NY, it has been Carlor’s mission to share the same quality wealth building education and tactics used by his high net worth clients, with those from underserved communities. “It is my deep belief that everyone deserves financial freedom” says Carlor. Currently a financial advisor at Citizen, David works with families in the Northeast to create, implement, and monitor customized financial plans to achieve financial goals to include, Retirement Planning, College Planning, Investment Management, Long Term Care and Insurance Planning.

IG: @discussdough

Workshop Content

Estate Planning

+19 enrolled

Not Enrolled

Take this Course

1 Credit

Workshop Includes

1 Lesson