The Literacy Planning Series:

Session 1: Budgeting

DATE:            MARCH 19. 2020

TIME:             6PM - 7:30PM 

Session 2: Debt Management 

DATE:            APRIL 18. 2020

TIME:             10AM - 11:30AM 

Session 3: Basics of Insurance 

DATE:            MAY 21. 2020

TIME:             6PM - 7:30PM  

Session 4: Basics of Investments

DATE:            JUNE 13. 2020

TIME:             10AM - 11:30AM 

 

LOCATION:  UMASS CENTER SPRINGFIELD

                      TOWER SQUARE

                      1500 MAIN STREET 

                      SPRINGFIELD, MA 01103

 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 as well as risk management and insurance to graduate students. In his spare time, he loves to BBQ, garden, golf, run and make homemade wine.
 

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

 

Literacy Planning Part 2: Debt Management

DATE:            APRIL 18. 2020

TIME:             6PM - 7:30PM 

 COST:          FREE

LOCATION:  UMASS CENTER SPRINGFIELD

                      TOWER SQUARE

                      1500 MAIN STREET 

                      SPRINGFIELD, MA 01103

  

PRESENTER: TERRELL JOYNER
 

Session 1: Budgeting

DATE:            MARCH 19. 2020

Session 2: Budgeting

DATE:            MARCH 19. 2020

Session 1: Budgeting

DATE:            MARCH 19. 2020

Session 1: Budgeting

DATE:            MARCH 19. 2020

TIME:             6PM - 7:30PM 

LOCATION:  UMASS CENTER SPRINGFIELD

                      TOWER SQUARE

                      1500 MAIN STREET 

                      SPRINGFIELD, MA 01103

 COST:          FREE

PRESENTER: TERRELL JOYNER

 

2020 ABBP WORKSHOPS

PLEASE VISIT THE PAGE FOR A LISTING OF ALL UPCOMING WORKSHOPS. BELOW IS A HIGHLIGHT OF OUR TALENTED GUEST PRESENTERS AND WORKSHOP SERIES 

Session 1: Budgeting

DATE:            MARCH 19. 2020

Session 2: Budgeting

DATE:            MARCH 19. 2020

Session 1: Budgeting

DATE:            MARCH 19. 2020

Session 1: Budgeting

DATE:            MARCH 19. 2020

TIME:             6PM - 7:30PM 

LOCATION:  UMASS CENTER SPRINGFIELD

                      TOWER SQUARE

                      1500 MAIN STREET 

                      SPRINGFIELD, MA 01103

 COST:          FREE

PRESENTER: TERRELL JOYNER

 

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