Spend Your Way to
Generational
Wealth
Have you ever wanted to grow your money?
Join a relaxed, expert-led conversation about credit, spending plans, saving, and investing — and walk away with a real plan to start building wealth that lasts for your family.
No cost. No pressure. Just clear answers for your family.
Why I'm Hosting This
Solid Financial Advice Shouldn't Be This Hard to Find
In all my years in the mortgage industry, one thing hasn't changed: we all need financial literacy, but solid, plain-English advice is genuinely hard to come by.
With so much uncertainty around us today, families are doing their best to make good money decisions without a clear roadmap. That never sat right with me.
So I'm reintroducing Spend Your Way to Generational Wealth — an honest, approachable discussion about the money topics that actually matter. I've gathered a panel of trusted local experts whose only job that morning is to help your family and answer your questions.
No sales pitch. No jargon. Just real guidance you can use.
What We'll Cover
Four Pillars of Building Wealth
A guided discussion — not a lecture. Bring your questions; we'll cover the topics that move the needle for everyday families.
Credit
Understand what really drives your score and the simple habits that build strong, lasting credit.
Spending Plans
Learn how to build a realistic plan that fits your life — so your money works for you, not against you.
Saving
Discover practical ways to set aside money consistently and build the cushion every family deserves.
Investment Strategy
Get a clear, beginner-friendly overview of how everyday investing can grow wealth over time.
Bring your own questions — the panel is here to answer them.
Meet Your Panel
Trusted Local Experts in Your Corner
Four professionals from the worlds of mortgage, real estate, financial planning, and tax — all here to help your family for one morning.
Jeremy Patterson
Branch Manager, Fairway
NMLS #262395
Decades of mortgage experience helping families understand credit and the path to homeownership.
Jefi Moultrie
Real Estate Agent
Guides families through buying and selling, turning real estate into long-term wealth.
Financial Planner
Panelist · Name to be announced
Breaks down saving and investing into clear, doable steps for everyday households.
Tax Professional
Panelist · Name to be announced
Helps families keep more of what they earn with smart, plain-English tax guidance.
Who Should Come
Bring Your Family — Every Generation Is Welcome
This is a community event for anyone who wants a stronger financial footing. Money skills are best learned early, so we genuinely encourage you to bring the next generation.
- Bring your high school or college kid — give them money skills that pay off for life.
- First-time and aspiring homebuyers looking to build credit and savings.
- Anyone who could benefit — neighbors, friends, coworkers. Invite them along!
Free admission. Let us know how many are coming.
The Details
When & Where
Date
Saturday, February 24, 2024
Time
10:00 AM – 11:30 AM PT
Location
Keller Williams Office
7777 Alvarado Rd #700
La Mesa, CA 91942
Admission
Free — RSVP required
Complimentary parking available on site.
RSVP
Reserve Your Free Seat
Seating is limited and registration helps us plan materials for everyone. Tell us a little about you — and your biggest money question if you have one.
100% free · No obligation · Bring your kids or anyone who could benefit.
About Your Host
The Patterson Team
At The Patterson Team, we're committed to serving families, business partners, and giving back to our community. Our team culture celebrates honesty, integrity, and respect — and you get a team that truly embodies genuine care for others.
With decades of experience in the mortgage industry, Jeremy and the team take an advisor-for-life approach — guiding families well beyond a single transaction. This event is simply an extension of that mission.
Jeremy Patterson · Branch Manager · Fairway Independent Mortgage Corporation · NMLS #262395
Give Your Family a Real Plan to Build Wealth
One free morning. Four trusted experts. Answers you can actually use.
Saturday, February 24, 2024 · 10:00 – 11:30 AM · Keller Williams Office, La Mesa
Limited seating · Free admission · Bring the whole family.
This is an educational event and does not constitute financial, investment, tax, legal, or mortgage advice. Any investment or advisory guidance discussed by the financial planner is offered through their own firm; Fairway Independent Mortgage Corporation does not provide investment or tax advice. No specific financial returns or outcomes are guaranteed. Panelist names and photos shown are subject to confirmation. By attending, you may be photographed or recorded for promotional purposes. Keller Williams office name used to identify the event venue.
