Prospanica NJ and Bank of America Hosted Capital Event
The event sponsored by Prospanica featured an impressive lineup of experts from Bank of America, including Cesar Santos, VP and Small Business Banker Manager.

Prospanica NJ and Bank of America Hosted Capital Event

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Paramus, New Jersey.- By Stephanie Santos

Prospanica New Jersey partnered with Bank of America’s Hispanic Latino Business Council to host the Access to Capital event, a transformative gathering designed to provide business owners and professionals with actionable strategies for financial success. Held in Paramus, NJ, the event focused on essential topics such as retirement planning for business owners, funding employee benefits, and accessing capital to fuel business growth.

Attendees gained valuable insights from industry experts while networking with peers and exploring solutions tailored to their unique needs.

Key Topics Discussed

1. Retirement Planning for Business Owners: Mark Temple, CRPC®, CRPS®, CPFA®, Workplace Benefits Specialist at Bank of America, shared practical strategies for creating retirement plans that ensure financial security for business owners while supporting long-term goals.

2. Funding Employee Benefits: Speakers emphasized the importance of offering competitive benefits packages to attract and retain talent, providing actionable solutions to navigate the complexities of funding employee benefits effectively. 1

3. Accessing Capital for Business Growth: Cesar Santos, VP and Small Business Banker Manager at Bank of America, delivered insights on securing capital to support innovation and sustainable growth for businesses of all sizes.

Featured Speakers:

The event featured an impressive lineup of experts from Bank of America:

● Cesar Santos, VP and Small Business Banker Manager ● Michael C. Morales, CFP®, CPFA®, Financial Advisor at Merrill Lynch

● Mark Temple, CRPC®, CRPS®, CPFA®, Workplace Benefits Specialist ● Perla Velasquez, VP and Risk Analysis Specialist

● David J. Riascos, AVP Business Banking Relationship Manager Empowering Businesses Through Financial Knowledge

The Access to Capital event provided attendees with actionable insights to strengthen their financial foundations while navigating the challenges of running a business in today’s competitive economy.

“This event was an incredible opportunity for business owners to gain valuable tools and resources to achieve financial success,” said Randy Gomez, President at Prospanica New Jersey. “We are proud to work alongside Bank of America to support the growth of professionals and entrepreneurs across New Jersey.”

About Prospanica New Jersey Chapter Prospanica NJ is dedicated to advancing the educational, economic, and social potential of Hispanic professionals through impactful events, resources, and networking opportunities. For more information about Prospanica New Jersey or upcoming events, visit www.prospanica.org 

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