Wealth Creation Summit 2025
Join us at the University of Dallas for an empowering, one-day financial summit designed to help you take control of your financial life—whether you're just starting out or looking to build lasting wealth. This summit provides a supportive environment for learning the fundamentals of financial wellness, understanding how to invest wisely, and discovering how to manage wealth responsibly.
Our team has gathered experts to offer valuable insights and clarity regarding money management. Our goal is to guide you through a roadmap of knowledge and actionable steps where you'll gain the tools, confidence, and clarity needed to create the secure financial future you deserve.
This event is sponsored by the DFW Wealth Creation Initiative. This initiative is a collaborative effort involving The Concilio, Dallas College, the Federal Reserve Bank of Dallas, the Greater Dallas Hispanic Chamber of Commerce, the Irving Hispanic Chamber of Commerce, and the University of Dallas.
Event Details:
- Date: April 25, 2025 (Friday)
- Time: 9:00 a.m. - 2:00 p.m.
- Location: University of Dallas - SB Hall
- Building Address: 2925 Gorman Drive, Irving, TX 75062
- Cost: Free (RSVP Required)
To learn more, click on the headings below.
- Doors open at 8:30 AM for sign-in and registration (if space is available)
- 8:30 - 9:30 AM: Sign-in and networking
- 9:30 - 10:00 AM: Welcome & the Psychology of Money
- 10:10 - 11:00 AM: Foundations of Financial Wellness
- 11:10 - 12:00 PM: Growing Wealth Through Investing & Wealth Management
- 12:00 - 12:30 PM: Lunch
- 12:30 - 1:20 PM: Managing Wealth Once You Have It: Risks & Opportunities (Includes AI)
- 1:20 - 2:00 PM: Wrap up, Give Away, Resource Tables & Networking
You can access session specifics in the accordian menu.
9:30 - 10:00 AM
- Speaker: Noe Garza
- Moderator: Dr. Macario Hernandez
We all have a money story—shaped by our upbringing, cultural background, and life experiences. In this thought-provoking keynote, we’ll explore how our beliefs, responsibilities, and emotional ties to money influence the way we earn, spend, save, and give. Through guided reflection and shared experiences, you'll begin to reframe your mindset and understand how to support your loved ones while still planning for your own future.
Key Takeaways:
- Identify the unconscious money beliefs that influence your habits
- Understand how cultural expectations and obligations impact financial decisions
- Learn why your mindset matters as much as your money when building wealth
10:10 - 11:00 AM
- Speaker: Olga Lopez
- Moderator: Heisa Londono Carreno
You can't build wealth on shaky ground. This session will help you create a strong financial foundation by teaching you how to manage money intentionally. You'll learn how to build an emergency fund, create a budget that works for your lifestyle, and understand where your money is going. Whether you're starting from scratch or trying to improve your current habits, this session will prepare you to take the next step toward investing and growing your wealth.
Key Takeaways:
- Learn the importance of budgeting and how to start one
- Understand how to build and maintain an emergency fund
- Discover how everyday spending choices affect long-term goals
- Get a roadmap to determine when you’re financially ready to invest
11:10 - 12:00 PM
- Speaker: Carol Anderson, CFP®
- Moderator: Lorenzo Garza
Ready to take your first step into investing? This session breaks down investment strategies in simple, relatable terms. You’ll learn about retirement accounts like 401(k)s, basic investment types (stocks, bonds, mutual funds), and how to determine your personal risk tolerance. We’ll also walk through when and how to work with a financial professional so you can make confident decisions about your future.
Key Takeaways:
- Understand the basic types of investments and how they work
- Learn how and when to start contributing to retirement accounts like 401(k)s
- Know how to assess your investment readiness and risk tolerance
- Identify the qualities of a trustworthy financial advisor
12:30 - 1:20 PM
- Speaker: Ricardo Cevallos, LLM, CEPA®
- Moderator: Adriana De Urquidi
Building wealth is only the beginning—now you need to manage and protect it. This session explores how to preserve wealth through estate planning, tax-smart investing, and insurance. We’ll also dive into the growing role of AI in financial management, highlighting how to use technology wisely while staying aware of its risks. You’ll leave with practical tools to protect what you’ve built and plan for what’s next.
Key Takeaways:
- Learn strategies for preserving and protecting wealth (estate planning, tax strategies)
- Understand how AI is changing financial planning—and how to use it safely
- Know what questions to ask when evaluating financial tools and advisors
- Discover how to build a lasting financial legacy
1:20 - 2:00 PM
You are welcome to stay for networking, to visit resource tables, and participate in a free giveaway!
Noe Garza
Founder, Clever Crypto
Noe Garza brings over 25 years of banking experience, mostly with the Federal Reserve Bank of Dallas, where he specialized in risk mitigation and technology. A passionate educator, Noe has taught Financial Peace University multiple times, guiding people toward financial independence. He has also led hundreds of financial literacy courses for diverse audiences, equipping communities with the knowledge to make informed financial decisions. Most recently, Noe launched Clever Crypto, a website designed to demystify cryptocurrency and explain how crypto will impact and transform finance in the future.
With a commitment to service and education, Noe combines his financial insights with a talent for teaching, making complex concepts easy to understand and actionable, helping people take control of their finances.
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- Clever Crypto Website: An independent education and knowledge sharing site.
Notice: By registering for the Wealth Creation Summit, you grant the University of Dallas, and other members of the DFW Wealth Creation Initiative nonexclusive permission to use your image or likeness in photographs, videos, and other media (including social media) for educational, informational, or promotional purposes. This includes materials such as posters, brochures, online graphics, and more. You waive any rights or claims to control the use of your image and agree to its use without compensation.his includes materials such as posters, brochures, online graphics, and more. You waive any rights or claims to control the use of your image and agree to its use without compensation.