Pamela Capalad, Cfp®, Afc® Email & Phone Number

Getshameless.Com

Free workshops and resources for artists and creatives at getshameless.com

See Change for Orgs is a financial cohort for creators of color who are taking control of their finances as a liberatory catalyst to lead value-filled lives. Learn more at seechangecommunity.com

Pocketschange.Com

BUILDING FINANCIAL RESILIENCE THROUGH HIP HOP PEDAGOGYFinancial education is more than numbers, it’s a tool for self-care and social justice. It all starts with talking about money together.We’re creating spaces for intergenerational conversations where students, parents, and educators go beyond financial literacy to build financial resilience. Together we look at money as a tool and financial decision-making as a personal path. As a community we develop an understanding of our personal relationship with money, new ways of thinking and talking about money, and the skills to take action and advocate for ourselves and others. Our curriculum and workshops make change happen through Hip Hop pedagogy, which focuses on understanding self-identity in relation to the whole. By connecting Hip Hop and Finance, we develop an understanding of ourselves and our relationship with money. We build financial habits that resonate with our personal identity. We discover how we process information and how to effectively communicate & collaborate. By starting with self-care and personal agency we build our individual capacity to take part in social justice efforts and create change in our lives, our communities, and our world. Understanding our finances impacts more than our wallets, it gives us the skills to thrive.Want to book a workshop? Email andrea@pocketschange.com

Brunchandbudget.Com

Read about Brunch & Budget closing at https://getshameless.substack.com/p/brunch-and-budget-has-closed-down

THE PODCAST ABOUT PERSONAL FINANCE & RACIAL WEALTH EQUITYFrom how we bank, to our how credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to fail. The rules change all the time so the people on top stay on top. What if you not only knew the rules, but knew exactly how to apply it to your own financial situation? What if you were able to not only reverse your financial mistakes, but start making the rules work for you? The financial industry is designed to take advantage of People of Color. It's time to change that. Let's do it together.

• Help write financial plans, which address estate planning, asset allocation, insurance analysis, and cash flow and retirement planning• Proactively implement financial plans and follow up with clients on a regular basis • Build and maintain individual client websites, update data, and help clients link and aggregate accounts through the eMoney software platform• Create one-off analyses for clients, including annual and lifetime gifting summaries, expense analyses, estate flow charts, and what-if scenarios for major cash flow changes • Develop marketing material, social media presence, and videos for firm-wide services, which include financial planning, investments, and tax services

New York, Ny

• Assist in the creation and execution of client financial plans• Use eMoney software to maintain client information and run analyses based on clients' needs• Help develop, implement, and train staff on standardized processes and best practices for the department, with emphasis on improving associate and planner communication for a more seamless client experience• Contribute to the content for and execution of Lenox's Money Smart Kids Program

New York, Ny

• Work with the Director of Operations, the department’s Managing Director, and serve on the Operations Committee to develop processes and procedures for smooth running of the department• Maintain operational relationship with the satellite offices to ensure the completion of new accounts and service requests and mitigate questions regarding data accuracy and consistency• Create educational PowerPoint pieces for the department and firm presentations; Presentations include: Roth IRA Conversion, 2010 Financial Planning Guide, quarterly market commentaries, general department overviews

• Present, organize, and run five day experiential financial literacy camps for kids and teenso Train and manage coaches during camps to help teach the activities, games, and processes• Present weekend financial literacy programs for adults and women that teach financial fundamentals in a fun, welcoming, and non-intimidating fashiono Give context, foundation, and motivation for future financial education• Lead five day train-the-trainer intensives to teach others how to bring financial literacy programs to their communitieso Maintain energy and engagement of participants from 9 am to 9 pm o Train participants on use of accelerated teaching techniques to use in their programs, techniques which increase retention up to 80 percento Run training practicum to coach participants on individual teaching and presentation styles

∑ Tutor high school students through a virtual classroom; responsible for managing work hours, schedule, students, and content of professional website