CC Affluent

🔶 We’re honored to welcome Lisa McCurdy, a featured voice at our upcoming Women in Real Estate & Business: Credit, Capital & Wealth Building event hosted by CC Affluent. 🔶


Lisa McCurdy is the Founder and Managing Partner of The Wealth Counselor, LLC, a boutique estate and asset protection law firm that serves high-net-worth families navigating complex, multigenerational wealth. For nearly three decades, she has helped families with $10M+ in assets think strategically about protecting, preserving, and transferring wealth across generations.

Beyond her legal work, Lisa is also the Founder and CEO of Defining Legacy Group, LLC, where she developed the Legacy on Purpose® philosophy—an approach that encourages families to treat legacy not just as a legal process, but as a living practice rooted in clarity, connection, and intention.

Her perspective bridges legal expertise, wealth strategy, and emotional intelligence, helping families protect what matters most while building continuity for future generations.

At this event, Lisa will bring valuable insight to the conversation around wealth building, ownership, and legacy, helping women think beyond income and toward long-term financial positioning.

If you’re serious about building wealth with intention — this is a conversation you won’t want to miss.

RSVP: Link in the bio

🔸️We talk a lot about income.🔸️

But real wealth? That’s built through ownership, alignment, and relationships.

Wealth is access.
Wealth is opportunity.
Wealth is being in rooms where collaboration turns into legacy.

At CC Affluent, we’re building more than a network — we’re building an ecosystem for authentic connections. A space where real estate professionals, investors, creatives, and partners grow through trust, strategy, and shared vision.

No surface-level networking.
No transactional energy.
Just intentional collaboration and community-driven growth.

If you’re serious about building wealth the right way — through alignment and long-term relationships — we invite you to take the next step.

🤝 Fill out our Partnership Form.

Become part of the CC Affluent community.
Build with us.

CollaborationOverCompetition

🔶 Featured Sponsor Announcement: Deal Connect 🔶

We’re proud to recognize as a Featured Sponsor of the Real Estate Connect Forum at Chase Bank Harlem on Saturday, September 13 (10:00 AM – 1:00 PM).

Deal Connect is a full-service mobile marketplace that helps real estate investors find, analyze, and purchase off-market properties—bringing powerful technology and practical tools to today’s dealmakers.

Thank you to the Deal Connect team for supporting a forum focused on education, access, and meaningful connections in real estate.

Event Details
• Location: Chase Bank Harlem
• Date/Time: Saturday, Sept 13 | 10:00 AM – 1:00 PM
• Panels: Career & Business Pathways • The Future of Real Estate • Finance & Market Trends

RSVP: Scan the QR code on the flyer!

Space is limited.

Real Estate. Real Connections. Real Impact.

Join us at the Real Estate Connect Forum — happening Friday, September 13th, at Chase Bank Harlem!

This isn't just another event — it's a movement.
Get real insights from top voices in:

🔸Real Estate Careers

🔸Investing & Brokerage

🔸Development

🔸Luxury Real Estate

🔸Financing & Wealth Building

🔸The Future of Real Estate

What to expect:

🔸Expert Panels

🔸Networking Opportunities

🔸Game-Changing Conversations

📍 Hosted by CC Affluent in partnership with Chase Bank Harlem

📆 Space is limited — don’t wait!

Click the link in the bio to register now.
Let’s build together.