05/26/2026
We are excited to officially welcome the Access Tampa Bay Class of 2026 during their first session together this morning! 🎉
Today’s session on Financial Literacy & Wealth Planning brought together entrepreneurs and financial experts for an engaging conversation around building, protecting, and growing wealth through strong financial management, proactive tax strategy, meaningful banking relationships, and capital readiness.
Thank you to our outstanding panelists, Megan Heffron with Bernstein, Evelyn Ruiz with Wave Tax and Financial Planning, Charles Thybulle with Citizens Bank, and Jeff Minaya with Suncoast Credit Union, for sharing your expertise and creating such an impactful discussion for our small business community.
A special thank you as well to our Access Tampa Bay Chair, Karl Davis with Karl Davis Coaching, for thoughtfully facilitating today’s conversation and helping create an environment focused on learning, growth, and empowerment. 😄
Meet the ATB of 2026 here: https://lnkd.in/e2PgaPqq