Gateway Foundation by Money Management Institute

The Gateway Foundation had a busy year in 2024! You can watch some of our highlights below. We are grateful to the Gateway community for all of your support and enthusiasm throughout the year and look forward to an exciting year ahead!

Take control of your financial future! We recently co-hosted a webinar with First Tee, called Matching Your Money with Your Goals. Thank you to John Bryant, CFA, CFP® of Horizon Investments® for sharing helpful hints on how to create a financial plan that supports your aspirations. John also discussed how to manage daily finances, plan for major life expenses, and prepare for a comfortable retirement with key considerations and tools for effective financial planning. If you missed it you can watch the replay here: https://lnkd.in/eejfAFkh   #FinancialLiteracy #MMIGateway #DEI Danielle Learned

Looking forward to our webinar next week on Wednesday, December 11th for Gateway Foundation partner First Tee on Matching Your Money with Your Goals: How financial planning can help you succeed. We will be discussing the financial planning with a focus on retirement planning. If you’re part of First Tee, don’t miss this informative event! You can register here: https://lnkd.in/efT2NYHd. #FinanicialLiteracy #FinancialEmpowerment #BuildingGameChangers #DEI #MMIGateway   Allyson Mollung Jazzmann LeSane Robbie Lowman Tony Powell Taylor Gies-LeBlanc

Today is Giving Tuesday, help us grow our Fund-a-Fellow program!     Fund-a-Fellow helps Gateway provide scholarships to MMI’s professional development programs and fellowships to attend conferences for underrepresented talent. These are the key opportunities that lead to new hires, promotions and our fellows turn into role models for the next generation. This year we’d like to add 25 new fellowships for 2025! Help us reach our goal and donate today! https://lnkd.in/eEjXWz5g  #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment  

Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Nadia Harris on how this impacted her career journey. Only 7 days to go, donate now: https://lnkd.in/eEjXWz5g  #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment  

Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Paige Custardo on how this impacted her career journey. Only 13 days to go, donate now: https://lnkd.in/eEjXWz5g  #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment  

The Gateway Foundation is excited to announce the addition of our newest Gateway Board of Trustees member, Christopher Waters of Adhesion Wealth Advisor Solutions.   Christopher is a seasoned and influential leader in investment management, with over two decades of expertise across relationship management, product innovation, and strategic growth. In his current role as Director and Head of Asset Manager Relations of Adhesion Wealth, he plays an instrumental role in advancing integrated managed account solutions, empowering advisors with cutting-edge tools to enhance client outcomes and elevate wealth management standards. Christopher has built a career centered on fostering meaningful relationships and crafting tailored solutions that drive both business success and client satisfaction. His extensive experience with asset management firms, RIAs, and broker-dealer firms has made him a trusted voice and respected advisor in the industry.   The Gateway Foundation is honored to have Christopher on the Board of Trustees with such an esteemed and rich professional profile. #MMIGateway #DEI #GatewayTrustee

Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Daphne Mendoza Tristan on how this impacted her career journey. Only 19 days to go, donate now: https://lnkd.in/eEjXWz5g  #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment  

Join us this Giving Tuesday in supporting the next generation of talent. The Gateway Foundation, through its Fund-a-Fellow program, is making strides in providing underrepresented financial services professionals with access to opportunities like attending Money Management Institute’s biggest conference of the year, the #MMIAnnualConference. Hear from Fran Walker on how this impacted her career journey. Only 21 days to go, donate now:  https://lnkd.in/eEjXWz5g  #GivingTuesday #DiversityInFinance #DEI #FundAFellow #MMIGateway #ProfessionalDevelopment  

Gateway was honored to have Program Director, Sarit Abramowicz join the BLX Internship Program Diversity in Action podcast to discuss Gateway’s efforts to advance DEI in financial services and the newly launched Career Connect platform that brings together the industry with largely untapped talent from diverse backgrounds. Hear the conversation about their aligned mission and the outcomes we’re making to support the growth of new talent in the industry.  https://lnkd.in/dgtM94zz Luis Rosa Shawn Tydlaska, CFP®, MBA