No Loose Ends: The Financial Planning Checklist Black Women Can’t Afford to Miss
You’ve worked hard to build your income, assets, and business—now it’s time to make sure no critical piece of your financial plan is left undone. This session focuses on the planning areas that too often get missed, especially for Black women navigating careers, entrepreneurship, and potential moves abroad. We’ll cover protecting income, optimizing taxes, investing with intention, planning for healthcare and retirement, and ensuring your legacy is secure. You’ll leave with a clear, actionable checklist to close gaps, avoid costly mistakes, and position yourself for a thriving future—wherever life takes you.
About The Speaker
Anita Niefeldt
Anita Niefeldt, CFP®, is a seasoned financial advisor and founder of Viridian Wealth Management, now based in Berlin. With nearly 20 years of experience, she helps clients achieve long-term financial goals, combining expertise in planning, investments, and insurance with a global perspective.
Hosts
Founder, Black Women Build Wealth and The Wealthy Black Women Summit
Semirath is a money strategist, a cycle breaker and a mom dedicated to helping Black women get their money right and live unapologetically. She enjoys dancing, travelling, spending time with her children, good food & company, and more than anything talking about financial independence and freedom.