Peace of Mind Starts with a Plan

Financial Planning for Latino Families

Webinar

Virtual

April 23, 2025

12 PM CST/1 PM ET

Financial planning is often overlooked in Latino communities, leaving families burdened with unexpected costs and uncertainty after a loved one passes. This webinar will address the cultural and systemic barriers that prevent Latinos from planning ahead and highlight the importance of financial preparedness as part of End-of-Life planning.

Join us for a conversation with a legal expert, Mr. Paul Zambie, and a community financial educator Monica Lowe, Financial planning from Lowe & Associates who will provide practical steps for securing assets, minimizing financial burdens, and ensuring that our loved ones are protected. This session will empower attendees with the knowledge to make informed decisions about wills, estate planning, and financial security – so that our families are not left with debt, confusion, or difficult decisions.

This event is free to join!

Speakers

Paul Zambie

Managing Attorney
Legal Hotline for Texans
Texas Legal Services Center

Website

Paul Zambie is a Managing Attorney of the Legal Hotline for Texans at Texas Legal Services Center, based out of Austin. At TLSC, he has worked extensively with Transfer on Death Deeds, Powers of Attorney, and Medicaid eligibility. Prior to his employment with Texas Legal Services Center, he worked for a Houston-based litigation firm and an Austin-based immigration firm. Mr. Zambie earned his undergraduate degree from the University of Texas at Austin and his law degree from South Texas College of Law in Houston.

Portrait of Monica Lowe, a woman with wavy brown hair wearing a cream-colored blazer, smiling confidently with arms crossed against a light background. — Monica Lowe empowers individuals and families through financial education rooted in cultural awareness and real-life solutions.

Mónica Lowe

Community Financial Educator
Lowe and Associates Solutions

Website

Mónica Lowe was born in Mexico City and she has lived in the United States for over 25 years.

Mónica has a background in International Studies and worked at the Mexican Consulate in Dallas, Texas for several years serving the Mexican nationals in the area.

In recent years, she has dedicated herself to educating and assisting the Hispanic community in the areas of Financial Education and Planning, recognizing the great need to share valuable information that can significantly benefit Hispanic families to improve their present and future wellbeing.

Paulina Sosa

DrPH, MPH
President/Executive Director
Latinx Voces

Website

Dra. Paulina Sosa-Quintanilla is the Founder, President and Executive Director of Latinx Voces, a national nonprofit with the goal to amplify all Latino voices and achieve equity in health and cultural representation. Paulina has worked for more than 15 years in public health, including policy, advocacy, data analytics and community outreach. Her work has revolved around infectious disease transmission and epidemic/pandemic preparedness, including influenza and COVID-19. Paulina has also completed her doctorate in the DrPH Public Health Informatics program at Johns Hopkins University Bloomberg School of Public Health, with a research focus on data informatics, dashboard development, and health equity.

Paulina has worked at the World Health Organization (WHO) and the Pan American Health Organization (PAHO) as the Lead Data Analyst in the Influenza team. She has worked with the American Journal of Public Health (AJPH), the American Public Health Association (APHA) COVID-19 Response Team, and the Access Smithsonian’s See Me program. Additionally, during the COVID-19 pandemic, Paulina provided consulting services for PAHO and other key partners in data, surveillance, and health communications.

Webinar Resources & Next Steps

Thank you for joining our webinar! Below you’ll find links to key resources and tools shared by each speaker, as well as ways to stay connected and get involved.