Beyond the Bag: 2025 Master Your Money Financial Summit
location: The William Vale Hotel, Williamsburg, Brooklyn, NY
date & time: january 18th, 2025 from 8:00 AM - 6:00 PM
Beyond the Bag
We live in a world where it’s all too easy to get wrapped up in the chase for material wealth—those shiny designer bags and flashy cars can seem so tempting, right? But let’s get real: those things don’t bring the financial security we truly crave.
This summit is all about changing that narrative. It’s not just about the numbers; it’s about empowering you to take control of your financial future. We’re going to dig deep into your financial health, create a personalized wealth vision, and tackle how to manage your money in a way that aligns with your real goals.
2025 Master Your Money Financial Summit
Let’s get real—money isn’t just numbers; it’s emotional. Join me, Michelle Richburg, as we explore how to shift your mindset about finances. I’ll share my journey of overcoming financial fears and the lightbulb moments that helped me embrace a wealth-building mentality. You’ll leave with practical strategies to tackle the limiting beliefs that hold you back from achieving your financial dreams.
money Mindset Shift:
What Will You Learn?
It’s time to put your dreams on paper! We’ll engage in guided exercises throughout the day to help you clearly define your financial goals. I’ll walk you through a wealth vision board session where you’ll visualize your 2025 aspirations—trust me, there’s something powerful about seeing your dreams laid out in front of you. I’ll share my own vision board story and how it motivated me to reach for goals I once thought were out of reach.
Wealth Vision Creation:
Ready to make your money work for you? We’ll break down smart investment strategies that can help you grow your wealth over time. I’ll share anecdotes about everyday people who took the plunge into investing and reaped the rewards, as well as insights on essential insurance to protect what you’ve worked hard for.
Investment & Insurance Strategies:
Ever noticed how your finances can stress you out and affect your health? We’re diving into how financial wellness impacts both your physical and mental well-being. Imagine waking up without that gnawing anxiety about bills or debt—it's a game changer! I’ll share stories from folks who’ve turned their financial situations around and felt the weight lift off their shoulders.
Health & Wellness Connection:
Join us for this engaging summit where you’ll gain the knowledge and confidence to take control of your financial future!
Experience the pinnacle of style and sophistication at The William Vale, the event venue for the Beyond the Bag event. Situated in Williamsburg, this iconic space features panoramic Manhattan skyline views and a chic, modern ambiance. Join us for an unforgettable day of inspiration, creativity, and community, with a delicious lunch provided. Step beyond the ordinary—this is an event you won’t want to miss!
We’ve secured a block of rooms at a discounted rate for anyone interested in staying at the hotel—details will be provided when you book your spot!
The William Vale Hotel
EVENT VENUE
Get Early Bird Pricing Now!
General Admission
Free Light Continental Breakfast
Delicious Lunch
Free Financial Journal & Planner
Gift Bag ($150 Value)
Discount to Beyond The Bag community
Room block at The William Vale Hotel available at a discounted rate (limited slots)
$297
Benefits:
VIP
Free Light Continental Breakfast
Delicious Lunch
Priority Seating
Free Financial Journal & Planner
VIP Gift Bag ($450 Value)
Access to Beyond the Bag community - 2 months free ($849 Value)
1:1 With Financial Advisor ($400 Value)
Room block at The William Vale Hotel available at a discounted rate (limited slots)
$397
Benefits:
Register Now
Get your spot NOW and save $100! Enter this code (btbearlybird) before Cyber Monday, December 2!
Don’t miss out on this exclusive deal!
only 20 seats available
only 10 seats available
Who Should Attend?
This Summit is perfect for anyone looking to enhance their financial health and build lasting wealth.
Whether you're just starting your financial journey, a seasoned pro looking to refine your skills, or an entrepreneur seeking new insights, this event is for you. Bring your questions, your aspirations, and an open mind—let’s work together to build a brighter financial future!
Meet Michelle Richburg
As CEO, Michelle offers high-profile clients a comprehensive range of services, including financial analysis, risk management, and investment consulting, that drive revenue-generating opportunities and dramatically impact bottom-line profits.
Michelle Richburg has built an impressive 30-year career in the financial services industry as a renowned and widely recognized "Money Mastermind Behind Biggest Names in Music."
Michelle Richburg's journey is marked by her commitment to serving the Lord, living with intention, and pursuing her passions. She has climbed from a check processor to a Senior Vice President, a testament to her determination and growth. In 2015, she founded Richburg Enterprises with a clear mission to help people create sustainable wealth and positively impact the lives and legacies of her clients long-term.
Michelle is passionate about educating those around her on financial literacy and empowering people with a blueprint for managing their finances.
Her outstanding business and philanthropic contributions have earned her the following recognition:
- The Buddy White Project Community Service Award in 2024
- Billboard Top Business Manager five consecutive years in a row: 2020, 2021, 2022, 2023 and 2024
- Billboard "Women in Music" award in 2023
- Billboard Hip Hop and R&B Power Player List 2021, 2022
- Invited to be a faculty member for Warner Music Group's first Global DEI Institute
- Recording Academy, Professional Member, Class of 2021
- New York State, Congressional Proclamation, Jamaal Bowman
- New York State Senate 36th District Proclamation
- Westchester County Board of Legislators Proclamation
- Office of the Mayor, City of Mount Vernon, Proclamation
- New York State Assembly Citation
What to Expect - Agenda
time
activity
8:00 AM – 9:00 AM
9:00 AM – 9:30 AM
9:30 AM – 10:00 AM
10:00 AM – 11:00 AM
11:00 AM – 11:15 AM
11:15 AM – 12:15 PM
12:30 PM – 1:30 PM
1:30 PM – 2:00 PM
2:00 PM – 2:45 PM
2:45 PM – 3:30 PM
3:30 PM – 4:30 PM
4:30 PM – 5:00 PM
Registration
Light Continental Breakfast Provided
Welcome Address by Kimberly S. Reed,
Global DEIB Expert, Bestselling Author, and Inspirational Leader
"It's Time to Master Your Money" by Michelle Richburg,
CEO of Richburg Enterprises, Business Manager & Financial Strategist
Opening Keynote Presentation: "Why Aren't You Wealthy" by Lamar Tyler, CEO of Tyler New Media, Entrepreneurial Thought Leader
Break
Refreshments Provided
Wells Fargo: An Intro to Estate Planning & Insurance Strategies
by Michael Smith, Certified Financial Planner ®
and Bruce Rothbard, AEP® CLU® ChFC®, Senior Vice President
at Lion Street PCG
Lunch & Networking
Lunch Provided
Insights: “We All Eat: Smart Money Moves For All” from Aaliyah Duah,
CEO of Financial Revolutionn, Financial Empowerment Advocate
Panel Discussion:
“Health, Wealth, and Vision”
Moderated by Kimberly S. Reed
Featuring Dr. Karleena Tuggle-McDaniel, Board-Certified Bariatric Surgeon and Co-Founder of Problk Health,
Brian Nicholas, Healer and Transformational Coach,
and Michelle Richburg
Vision Board Workshop
Guided session to create your personalized wealth vision for 2025
Closing Keynote Presentation: "Unpack That with Me:
Creating Space for Wholistic Wealth" by Dr. Maurice Stinnett,
Global Business Strategist and Diversity Advocate
Event Closing Remarks:
“Beyond The Bag” by Michelle Richburg
Meet the Speakers
Kimberly Reed
EVENT mc | 2x POWERLIST honoree and 2024 Most Influential Woman
Kimberly S. Reed, a 2x POWERLIST honoree and 2024 Most Influential Woman, is a global expert in driving culture change and DEIB impact. She advises top organizations and executives, transforming workplaces into inclusive cultures of excellence. As the bestselling author of Optimists Always Win!, Kimberly’s insights bridge DEIB and business innovation. A proud member of Alpha Kappa Alpha Sorority, Inc., and The Links, Inc., she champions service and leadership. Her mission is to reimagine DEIB, inspire cultural transformation, and empower organizations to achieve inclusive, sustainable success.
Lamar Tyler
CEO and Co-Founder of Tyler New Media
Lamar Tyler leads Traffic Sales and Profit (TSP), a community of over 46,000 Black entrepreneurs focused on closing the Black wealth gap. Recognized as one of America’s fastest-growing companies by Inc. magazine (Inc. 5000: 2021–2024), Lamar is also the creator of theConvo™, a 2x Telly Award-winning streaming platform highlighting Black entrepreneurship and wealth. He is an Ebony Magazine Power 100 honoree and author of Traffic, Sales and Profit and The Gatekeepers Are Gone.
Brian H. Nicholas
Healer and Transformational Coach
Brian H. Nicholas, LAc., specializes in energy healing and mindset transformation. Using techniques like EFT, Pranic Healing, NLP, and HeartMath, Brian helps clients overcome chronic pain, trauma, and stress while reconnecting with their inner strength. By blending ancient wisdom and modern science, he empowers individuals to heal physically, mentally, and emotionally, unlocking their potential for a fulfilled life.
Dr. Karleena Tuggle-McDaniel
Board-Certified Bariatric Surgeon and Co-Founder of Problk Health
Dr. Karleena Tuggle-McDaniel is a Board-Certified Bariatric Surgeon and co-founder of Problk Health, a wellness company dedicated to improving Black health by donating 50% of its profits to health-focused nonprofits. She serves as the Medical Director of a Bariatric Surgery Program in Atlanta and is a Lieutenant Colonel in the US Army Reserves. Dr. Karleena is a passionate advocate for health equity and frequently speaks on health disparities, wellness, and entrepreneurship.
Dr. Maurice Stinnett
global business strategist
Dr. Maurice A. Stinnett is a trailblazer in diversity, equity, and inclusion leadership. As Warner Music Group's inaugural Global Head of Diversity, Equity, and Inclusion, he spearheaded transformative equity initiatives and earned recognition on the Billboard Power List. Previously, he made history as the NBA’s first Black Vice President of Diversity and Inclusion for BSE Global. With accolades like Variety's Champion for Change, Dr. Stinnett is a leader in education, nonprofit, and corporate equity strategies.
Michael Smith
CERTIFIED FINANCIAL PLANNER®
Michael Smith is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in retirement planning, risk management, and estate strategies. A Stanford graduate with an MBA from Michigan’s Ross School of Business, Michael has held roles at Fortress Investment Group and Bank of America. He is committed to community service and has worked with organizations like Midori & Friends and the Council of Urban Professionals.
Bruce Rothbard
Senior Vice President at Lion Street
Bruce Rothbard specializes in tax-efficient estate, asset protection, and business succession planning for high-net-worth clients. With over 30 years of experience, he is known for simplifying complex financial strategies and creating innovative solutions, such as Zero-Tax and Life Arbitrage strategies. Bruce is a keynote speaker and author of nationally circulated articles on financial planning.
Aaliyah Duah
CEO at Financial Revolutionn, Podcast Host of The Young & Dumb Show
Aaliyah Duah is an ambitious entrepreneur that wears many hats as a published author, investor, podcast host of the Young and Dumb show, and visionary CEO of Financial Revolutionn. She is a recent HBCU graduate that is passionate about promoting financial empowerment and making financial education entertaining and accessible to all. She has earned several awards and accolades, such as the HBCU Entrepreneur of the Year award, and was recognized by McDonald’s as a 2023 Black & Positively Golden Change Leader.
Don’t miss this opportunity to take control of your financial future. Register now and start your journey to financial wellness!
Looking to Become a Sponsor?
Contact michelle.richburg@wlmmanagement.com with Inquiries.
I am beyond excited to meet you, connect with you, and serve you LIVE this January at my fullest potential! Get ready for an unforgettable experience that will completely transform your financial future and empower you to take control of your wealth like never before!
