The Literacy Planning Series:

Session 1: Budgeting

DATE:            JUNE 3. 2020

TIME:             6:00PM - 8:00PM 

Session 2: Debt Management 

DATE:            JUNE 10. 2020

TIME:             6:00PM- 8:00PM 

Session 3: Basics of Insurance 

DATE:            JUNE 17. 2020

TIME:             6:00PM - 8:00PM  

Session 4: Basics of Investments

DATE:            JUNE 24. 2020

TIME:             6:00PM- 8:00PM 

 

LOCATION:  ZOOM MEETING

                      RSVP FOR DIAL-IN INFO

 COST:          FREE

 

PRESENTER: TERRELL JOYNER

About Terrell Joyner: 

Terrell, a Connecticut native and Western MA graduate, puts his passion at the forefront of his practice. He has successfully been able to help business owners find solutions for their financial concerns and implemented strategies to grow and expand those businesses. From the start of his personal planning practice, he had a large focus on individuals working in the education industry. Being married to a teacher and an educator himself, Terrell understands the struggles teachers face with balancing their workloads and personal lives. Terrell believes that with proper planning and understanding of one's goals, anyone can overcome any financial restraint and achieve their version of financial freedom. As a member of the LGBT community, Terrell has been a champion for equality and social justice. He understands firsthand the diverse skillset needed to meet the needs and desires of all his clients.

Terrell’s charitable interests are a direct reflection of his passion as he provides financial literacy seminars and is the Treasurer of Paulo Freire Social Justice Charter School. Along with  his position at the Charter School, he is also the President of the Humble Hero’s Foundation. Having such a passion for education, Terrell’s roles have expanded to include being an adjunct professor at Elms college. He currently teaches personal finance to undergrad students aswell as risk management and insurance to graduate students. In his spare time, he loves to BBQ, garden, golf, run and make homemade wine.

 

Terrell provides services in the state of CT, MA, VT and FL. Terrell does not provide services to individuals outside of those jurisdictions. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 

 

Branch Address:  300 Whitney Ave. Suite 600, Holyoke MA, 01040

Phone Number: 413-455-6190

Planning Areas
Financial Planning (Fee Based)
Retirement Planning
Group Benefits

 

Business/Civic Activities
Paulo Freire Social Justice Charter School, Treasurer
Humble Hero Foundation, President
Putnam Vocational High School, Volunteer
West of the River Chamber, Member
Elms College, Adjunct Professor  

 

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