Thu, Sep 15|
Show Me The Money: Q&A with Wealth Management Advisor Jamal Threlkeld
Jamal will present on a few topics and leave plenty of time to answer questions.
Time & Location
Sep 15, 2022, 6:30 PM – 7:30 PM EDT
About the Event
Join our Money Matters Fireside Chat with Wealth Management Advisor Jamal Threlkeld. Jamal will touch on the following topics Saving and Budgeting, Credit, Investment Asset Allocation and Diversification, Loan Forgiveness and then answer YOUR QUESTIONS! Here's Mr. Threlkeld's bio:
D. Jamal Threlkeld
Jamal's tenure in Wealth Management began in the Spring of 2013. Over the years, he has been very involved in his practice; speaking at numerous engagements both locally and nationally. With over 15 years in Finance and nearly 10 years in planning, his practice has expanded from solely Memphis-based to a multi-state practice centered in Brentwood, Tennessee that continues to assist many clients with their holistic financial goals across the globe. He is a proud Alumni of Christian Brothers University, in Memphis, TN where he obtained his Bachelors in Business Administration with Finance Concentration.
Through his work in the community, Jamal sat as Vice-Chair for the New Memphis Institute’s Embark Alumni Board, VP of Professional Events of the Epsilon Psi Chapter of Delta Sigma Pi Professional Business Fraternity, and Polemarch of the Omicron Epsilon Chapter of Kappa Alpha Psi Fraternity, Inc. Jamal currently sits as the treasurer of the Collegiate Life Investment Foundation which is a non-profit designed to raise awareness of the dangers of distracted driving.
In December 2017, Jamal gained accreditation with the Beyond the Exam Room Program for Healthcare professionals. The 3-course program presented first-hand information taught by medical doctors on various topics covering the evolving needs and challenges of the modern healthcare system.
Over the years, Jamal has had the honor of speaking to a number of graduate programs throughout the states and national associations which include:
- Cecil C. Humphreys School of Law
- Meharry Medical College
- Morehouse Graduate School of Medicine
- The University of Arkansas for Medical Sciences
- The University of Mississippi Medical College
- The University of Tennessee Health Science Center
- Vanderbilt Law School
- National Medical Association
Jamal is married to his lovely wife Essence with three daughters, Chloe, Olivia and Elliana, who couldn’t be more amazing!