My financial literacy company, Literacy to Legacy Mentors™ Reframing Your Financial Future, A Pratt Prosperity Company, was launched on April 28, 2021 in celebration of Financial Literacy Month.
Based on growing interest, I am delighted to announce my expanded “Financial Freedom Education” event series, my “Entrepreneur Spotlight” quarterly event series, and my private mentoring packages.
Beginning in January 2022, I will continue to host complimentary bi-monthly trusts and estates, tax, education and small-to-mid-sized business and personal finance “Financial Freedom Education” events.
My special guests will include members of my strategic partner network who are seasoned trusts and estates attorneys, tax strategists and accountants, education experts, as well as the nation’s leading college financial aid advisor, each exemplifying prosperity, financial freedom, and independence!
My newly launched “Entrepreneur Spotlight” events will be hosted quarterly, featuring successful and profitable entrepreneurs whose companies have stood the test of time, and that are fiscally and socially responsible.
Each of my events are hosted via Zoom on Wednesday night from 5:30 – 6:30 p.m. EDST. Registration is required, and upon receipt the event Zoom link will be emailed to you with your confirmation.
In 2022, I will be launching my transformational business and personal finance workshops via Zoom on a variety of topics, as well as unique one-day, in-person “Financial Wellness and Wellth Retreats” in Fairfield County, Connecticut, and Stratton Mountain, Vermont. Details on my workshops and retreats are forthcoming, so please stay tuned!
My company vision and mission: “At Literacy to Legacy Mentors, we educate, inspire, and motivate people to master their financial lives and live prosperously through personal finance education and mentoring.”
I look forward to helping you to expand your financial knowledge and to live a more prosperous life!
My very best wishes for a Happy, Healthy, and Prosperous New Year!
How the New 2022 Tax Laws Will Impact Your Bottom Line John Lawton Hayo, Tax Accountant and Strategist, with 20-years of experience expertly advising individuals and small and medium-sized companies on tax strategies and solutions, will be my Financial Freedom Education Series special guest via Zoom on Wednesday, December 1 st , 5:30-6:00 p.m. EDST. […]
The Doyenne of Festivities Premium Event Catering & Wedding Planning, Roe Chlala, Shares Her Secret Sauce of 36-Years of Success. When you think of luxurious catered events, Roe Chlala immediately comes to mind. From impeccably curated and executed events, creative and exquisite gourmet fare, and personal access to one of the nation’s leading wedding planners, […]
Maximize Your Assets Using My Winning Year-End Estate and Tax Planning Strategies! Fred Bollaci, Trusts & Estates Attorney, MBA, with 20-years of experience guiding individuals, families, and retirees in the State of Florida, will be my Financial Freedom Education Series special guest via Zoom on Wednesday, October 27th from 5:30-6:00 p.m. EDST for Part One, […]
Elder law is more than creating Wills and Trusts. It encompasses using legal strategies to protect your assets and yourself. We will review topics from health care directives to Medicaid Planning. Elder law focuses on taking the necessary steps to take care of yourself, your loved ones, and your assets and long-term care needs.
There are numerous tax strategies aimed at reducing your taxable income. The most popular of which include itemizing your business and personal expenses vs. taking the standard deduction, taking the charitable deduction, and deducting interest on student and parent plus loans. Yet there are so many more strategies you may not be aware of, so […]
We spend all our lives trying to stay out of Court, so why should your loved ones end up in Court when you die? Proper planning for probate avoidance saves heirs time and money, prevents conflict, and aids in the seamless transition of assets to your beneficiaries. We will provide a step-by-step guide and strategies on […]
The pandemic has fueled a generation of new investors that are pumping historic amounts of money into the stock market. Fast forward two years, with an historic eight percent inflation rate, interest rate hikes on the horizon, a war in Ukraine, and unprecedented volatility, investing has become increasingly more challenging. In this back by […]
“Past Performance is No Guarantee of Future Returns. Investing Involves Risk and Possible Loss of Principle Capital” is a disclaimer used by wealth management and brokerage firms to ensure that people are aware of the risks involved in investing. Growth and income strategies, industry sector trends, and expert resources will be reviewed to help you […]
A Life Insurance Trust or ILIT is an irrevocable life insurance trust comprised of whole or term life, which removes it from a person’s taxable estate. Utilizing a ILIT is a particularly good option for people under age 40 who will have an easier time getting coverage at a reasonable monthly rate. It is Important […]
The Golden Pear Cafes and Catering Company, Inc. A 35th Anniversary Celebration! My "Entrepreneur Spotlight" is part of my “Financial Freedom Education Event Series,” featuring interviews with entrepreneurs who have not only built companies that have stood the test of time, but also who have made a difference in their local communities, reinforcing their commitment to fiscal and social […]
We all have passions and talents that can be leveraged. Deborah will share her personal success story on how to turn your passions into profits into recurring passive revenue streams! This will include building a dividend and capital gains stock portfolio, owning rental properties, and turning talents like photography and cooking into new sources of […]
Financial Freedom Education Event Series “Informed & Confident Investing in Bear & Bull Markets” Wednesday, September 7, 2022 6:00 -7:00 p.m. via Zoom (Registration Required) To be a successful investor in bear & bull markets requires a goal-oriented yet fluid plan, expert resources, and the ability to keep emotions in check. In today’s complimentary Financial […]
