SkillPop: Win at Email Marketing: Mastering the Fundamentals

I attended SkillPop’s Win at Email Marketing: Mastering the Fundamentals workshop on Thursday, January 16th 2020 by Adam Q. Holden-Bache, featured at Hygge CoWorking in Charlotte.


Join Adam Q. Holden-Bache, author of “How to Win at B2B Email Marketing: A Guide to Achieving Success” to learn strategies to achieve the best results from your email marketing. This workshop will take attendees through all fundamental aspects of an email marketing program including basic strategy, data management, design, copywriting, delivery, testing, and analysis. It will provide insight, tactics, tips, and takeaways that attendees can implement to improve campaigns for their business.


This class is great for anyone who wants to master basic best practices for a successful email marketing program.

Adweek Webinar: 3 Strategies to Improve Your Brand’s CX

I attended the Adweek webinar, “3 Strategies to Improve Your Brands Customer Experience.”



Brands of all kinds are investing heavily in customer experience, but customers themselves are underwhelmed. In fact, only 10% agree that most brands meet their expectations for what they consider a “good experience.” Brands need to do better. A survey from Acquia of 6,000 global consumers and 600 marketers identifies insights around consumers’ expectations of a great CX, as well as the strategies leading marketers are implementing to meet them.
Attend the webinar to get an overview of the findings from the research and apply three key takeaways to drastically improve your brand’s CX strategies in 2020.

Plansponsor Webinar: Visualize Retirement

I attended the PLANSPONSOR Webinar,Visualize Retirement on Tuesday, November 26th 2019.


For decades, we’ve been helping participants find better ways to save for retirement. In recent years, financial wellness has taken center stage, addressing foundational financial issues which can hinder saving for long-term goals. But is financial wellness enough? A successful retirement is more than just financial preparedness, and retiring well is about more than a number. Visualize Retirement evolves the conversation by providing a scalable, differentiated way to help participants create their retirement vision to better understand not just how much to save, but what are they saving for.


Featured Presenters
Webinar hosting presenter
Retirement insights leader for T. Rowe Price U.S. Intermediaries

Stuart L. Ritter is the retirement insights leader for T. Rowe Price U.S. Intermediaries. He helps develop the firm’s expertise on major topics that impact the retirement industry. He has served in a variety of roles related to retirement thought leadership and product development, including his time as a senior vice president with PNC Financial Services Group, and is a frequent speaker at client and industry events as a retirement subject matter expert. He also serves as a company spokesperson to national media organizations.

Stuart earned an M.A. in political science from American University and a B.S. in electrical engineering from the University of Maryland College Park. He is a CERTIFIED FINANCIAL PLANNER™ professional; is a Series 6, 7, and 66 registered representative; and has taught personal finance as an adjunct faculty member at Johns Hopkins University. He is on the Boards of MakingChange and the Maryland Council on Economic Education, nonprofit community organizations that support financial education.

Webinar hosting presenter
Managing Partner
Amy Glynn is a Managing Partner of GRP Advisor Alliance (GRPAA) who oversees
the development and deployment of GRPAA’s financial wellness business. In
addition, she contributes to GRPAA’s other services ranging from CIT’s and product
development to business consulting, conferences and training. Amy has played
an active role on the in the retirement plan marketplace for over 20 years in
corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Amy
founded the Pension Resource Institute (PRI) along with John Simmers and Jason
Roberts, a nationwide firm assisting broker/dealers with outsourced sales and
compliance management systems. Amy has built out two hybrid Retirement Plan
Consulting platforms at Calton & Associates in Tampa Florida and Commonwealth
Financial Network in Waltham, MA. Other roles have included; managing Northeast
Institutional Sales as VP of Sales at NY Life and helping them shift from a direct to
an indirect model; CEO/Founder of the Women’s Executive Network – recognized
as “Start Up of the Year” (2000), Women’s Business Journal; and Divisional Director
of Retirement Sales at Smith Barney running the number one producing sales
territory in the US for 5 consecutive years. A recognized thought leader, Amy
has been frequently published, is active on the national speaking circuit. She has
been nominated for 401kwires top 100 most influential people for 8 consecutive
years, ranking #39 in 2010. She has volunteered for over a decade to NAPA,
the Retirement Plan advisor’s largest advocacy group; from 2012 to 2014, she
served on the NAPA 401(k) Summit Steering Committee; from 2015-2017, Amy
was founding Co-Chair of NAPA Connect, a women’s advisor conference and is
currently Founding Co-Chair of the NAPA NexGen Diversity Initiative. Amy is Past-
President of the Women in Pension Network’s (WiPN) Board of Directors where she
chaired the development of the National Mentoring Program from 2012-2014. Amy
is a graduate of Colgate University with a B.A. in English, Philosophy & Religion and
Women’s Studies.


OTA Webinar: Psychology of Investing w/Myers-Briggs: What your MBTI Personality Says About your Investing Style

I attended the Online Trading Academy‘s Webinar: Psychology of Investing with Myers-Briggs: What your MNTI Personality Says About Your Investing on Tuesday, November 19th via YouTube.

Presented by Merlin Rothfeld
We’re teaming up with Myers-Briggs to take a closer look at the psychology of trading and investing. Knowing your strengths and weaknesses is a critical first step before a change can take place. Traits such as fear, stubbornness, disorganization, and an unwillingness to break old habits can be challenging for investors to break through, but education, structure, and risk management can help new and existing investors remedy these issues.k The webinar content is intended to provide educational information only. This information should not be construed as individual or customized therapeutic treatment services or clinical psychological treatment services.

How To Budget Your Way to Savings, Travel and a Better Life

I attended the How To Budget Your Way to Savings, Travel and a Better Life Webinar by Tiffany Aliche of “The Budgetnista” on Monday, November 18th, 2019.

Description of what I learned –

Step 1: How to Budget
I’ll show you how to create your own budget step-by-step. Don’t worry! It will be fun.


Step 2: How to Save
The most successful savers automate their finances. I’ll show you the easy way to build your nest egg.


Step 3: How to Live Better
Budgeting can lead to the financial freedom you desire. Soon you can take that stress-free vacation you’ve always wanted.


Additional Resources:


About Tiffany “The Budgetnista”
Tiffany “The Budgetnista” Aliche is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author (The One Week Budget and Live Richer Challenge), sought-after speaker and teacher of financial empowerment.
Since 2014, The Budgetnista’s LIVE RICHER Challenge movement has helped over 700,000 women from 100+ countries, by inspiring and empowering them to achieve their financial goals.
Her financial advice has also been featured in The New York Times, the TODAY show, Good Morning America, CNN, TIME, and FORBES.
She also blogs about personal finance for The Huffington Post and co-hosts an award-winning podcast, Brown Ambition.
In 2019, Tiffany helped create a law requiring financial literacy education in middle schools in New Jersey.
Learn more about Tiffany, The Budgetnista here:


Plansponsor webinar: Building Better Financial Wellbeing

I attended the PLANSPONSOR Webinar, Building Better Financial Wellbeing, on Thursday, October 24th 2019.

It seems that every day we see another news headline about Americans woefully under saving, struggling with student loan debt, and unable to retire on time. Findings from the Gallagher Retirement Pulse Survey, reveal 65% of organizations have not considered that delayed retirements result in higher costs – impacting profitability. Furthermore, to become a more competitive employer in a tight talent market, over two-thirds (69%) of organizations are retooling their retirement plans to position them as industry competitive or strategic offerings.
  • Driving on-time retirement success with financial wellbeing programs that address student loans, debt, budgeting, saving, and investing for retirement
  • Leveraging multiple tools and communication platforms that help drive employee engagement success with the financial wellbeing programs offered in a plan
  • Mitigating risks with insights into fiduciary responsibilities and liabilities
  • Business & finance


Featured Presenters
  • Webinar hosting presenter
    Area Executive Vice President Arthur J. Gallagher & Co. Retirement Plan Consulting
    Since joining Gallagher in 2008, John has worked with a wide range of clients in a variety of industries to advise them on their retirement programs and help manage their fiduciary risk. He has spoken and participated at several retirement focused…
  • Webinar hosting presenter
    MBA Area Vice President, Arthur J. Gallagher & Co. Retirement Plan Consulting
    Molly Beer joined the Gallagher retirement consulting team in June 2014. She has over 14 years of retirement plan experience dedicated to participant education and the development of education strategies, client relationship management, and…
  • Webinar hosting presenter
    Area Senior Vice President and Director of Defined Contribution, GALLAGHER FIDUCIARY ADVISORS, LLC
    Christopher Jarmush is an Area Senior Vice President and Director of Defined Contribution with the Investment & Fiduciary Consulting practice of Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC (“Gallagher”). He is responsible for…

Salesforce “Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar”

I attended the Salesforce “Insights: Sales Cloud: Design Reports and Dashboards Accelerator Webinar” on Wednesday, October 16th 2019. Here, I learned to identify your top prospects, top leads, evaluate marketing campaigns, and track the success of my sales teams using reports and dashboards. In this Webinar Accelerator, a specialist will showed me how to find answers in Salesforce data using solutions that are available out of the box, or available for download in the Salesforce AppExchange.

This session was ideal for:
– You are new to Salesforce.
– You have recently made the transition to Lightning.
– You are unfamiliar with list views, reports and dashboards in Lightning.
– You would like to see the Lightning Report Builder and understand how to use its features.
– Your team is not using reports and dashboards and you would like to understand how to drive utilization.

Topics included:
– Learn best practices for building standard reports and dashboards.
– Learn how to use Report Building using the Lightning Report Builder.
– Learn about resources available to you to help enable your users to build their own reports and dashboards.




I attended #FINCON19 in Washington DC!
FINCON 2019 Washington DC
Below are just a few of the wonderful sessions I was able to attend!

First Timer Orientation
Nick TrueMapped Out Money
In this session, you learn how to make the most of your #FinCon19 experience and be able to connect with other first-time attendees. We’ll also be helping you strategize your goals for the conference and introduce you to long-time FinConners who will give you their best advice on what not to miss, how to connect with others, and rock your first FinCon.

Demystifying the Conversation about Wills and Life Insurance
Andy Hill – Marriage, Kids and Money
Sarah Li CainHigh Fiving Dollars and Beyond the Dollar
Allison KadeFabric
Talk about why wills and life insurance are incredibly important parts of the personal finance conversation. Few people *enjoy* discussing what happens to them if they die . . . but skipping this conversation can leave families seriously unprotected. As parents themselves, all three speakers will talk about what they’ve learned from their own estate planning experiences. They’ll also demystify several key concepts. For example, what’s the deal with term vs. whole life insurance? And how long does it *really* take to write your will?

Exploiting Your Edge as an Amateur Investor
Chris Camillo, Dave Hanson, & Jordan Mclain –
Having amassed over $30 million in investment gains over the past decade, the days of suiting up for a day job and heading to the office are long over for the YouTubers. These self-taught underdogs will teach attendees how to leverage widely available free tools and their own social intelligence to identify game changing investment opportunities that can amplify the returns of a diversified savings and investment strategy. Zero investment literacy required!

Big Idea Presentation
Tanja Hester – Work Optional / Our Next Life

Tanja Hester FINCON Big Idea Presenter #FINCON19 Work Optional Our Next Life


Keynote Speaker
Ramit SethiI Will Teach You To Be Rich and

Ramit Sethi FINCON Keynote #FINCON19 I Will Teach You to Be Rich

Ramit Sethi I Will Teach You To Be Rich Version 2 Booksigning FINCON 2019

Leveraging FI to Build a Better Life and Do Better Work
Brad BarrettChooseFI
Michael Robinson – Uncommon Dream
Julien Saunders – rich & REGULAR
As the FIRE movement is exploding around the country, some FIRE thought leaders are shifting the message. This next wave of FI is less focused on “never work again” or drinks on the beach for 30 years. Instead, they are teaching how to use financial freedom in each step of the journey to build a better life and do meaningful work. FI creates options, and our panelists have used that freedom to build online work and a lifestyle they love! Hear how the message is shifting and how financial freedom can help you create work that’s worthwhile.

Overcoming Adversity on the Path Towards Financial Independence
Billy Banholzer – Wealth Well Done
Deanna Broaddus – Ms. Fiology
Christopher Gables –
Fred Leamnson – Money with a Purpose
Most paths to financial independence are anything but linear. We experience challenges in life that threaten to derail our financial progress. Four individuals have overcome extreme adversity such as addiction, poverty, the death of a child, debt, foreclosure, near death, hospitalization, legal chargers, and incarceration. Discover the common threads in each experience that cultivate the character to survive, overcome seemly insurmountable odds, break free from the chains of debt, rebuild their lives, and thrive in their pursuit of financial independence. It’s the challenges in life that reveal the grit, perseverance, and purpose in our journey. In the face of obstacles, we were not yet equipped to conquer, a mindset of growth and hope allowed us to prevail. Learning to see obstacles as problems to be solved, is what has allowed each panelist to find their successes and experience purpose in life. If we can do it, you can do it.

Credit Card Trends to Watch in 2020 and What They Mean for Cardholders
Sebastian Fung – Ask Sebby
Beverly Harzog – U.S. News & World Report
Matt Schulz –
Taylor TepperWirecutter
Claire Tsosie – NerdWallet
As consumer spending on credit cards increases, issuers are boosting rewards and benefits on dining and travel cards — but at the same time, they’re trimming other perks such as price protection. Sign-up bonuses are larger than ever, but the spending requirements they come with continue to grow and new restrictions can make it harder for applicants to get approved. In this panel, a group of credit card experts will discuss what trends your readers and listeners can expect in 2020, and what it could mean for their credit card strategy.

Talk Investing to Me: Important Terms to Know in Simple English
Kelly LannanFidelity Investments
Erin Lowry – Broke Millennial
Investing gets a bad rap for being complicated, and the financial services industry hasn’t always done a great job making it simple. Kelly Lannan, Fidelity, will help break down important investing terms to know using language that makes sense.

Who’s Keeping Score Now–and How? Answering your Questions About the Rapidly Changing World of Credit Reports and Credit Scores
Rod GriffinExperian
Credit reporting and credit scoring have seen significant changes in the past year. Join Rod Griffin, Experian’s Director of Consumer Education and Advocacy, for a discussion about the evolution of credit reports and scores and how recent changes may affect your audiences’ financial lives.

Greater Than the Sum of Its Parts: 2 Case Studies in Blog Collaboration
Erin Chase – $5 Dinners
Tom Drake – MapleMoney
J.D. Roth – Get Rich Slowly
Philip Taylor – PT Money
Jim WangWallet Hacks
Content creation can be a lonely endeavor. As a blogger or podcaster or blogger, you sit around in your underwear all day, putting stuff on the interwebs and hoping somebody will notice. How do you keep from going insane? More to the point, how do you grow your project while reaching a wider audience? Through partnership and collaboration, that’s how. This panel of long-time creators — with more than 50 years of experience combined! — will share how they’ve built their brands and businesses (and themselves) by working with others. They’ll discuss partnerships, masterminds, networking, and more. Come learn about the power of relationships and social capital. Stop going it alone.

How to Build a $1 Million Blog
Why do some blogs become multi-million dollar businesses while others struggle to survive? In this workshop Rob Berger will show you exactly how he started from scratch and built a 7 figure blog.

A Step-by-Step Podcast Production Workflow to Run Your Own Show
Paula Pant – Afford Anything
Let’s talk specifics. How do you produce a high-quality podcast on a weekly (or more frequent) basis? Podcaster Paula Pant, whose show has more than 5 million downloads, will reveal her exact, step-by-step workflow, including the checklists, spreadsheets and tools that she uses to make podcast production as efficient and high-quality as possible. She’ll also share secret tips on how to land excellent guests and increase community involvement. You’ll leave with a strong knowledge of exactly how to produce, manage and run a podcast.


Adweek Webinar: 7 Key Insights Into Social Strategy: Defining Its Role in Brand Marketing

I attended the Adweek webinar, “7 Key Insights Into Social Strategy: Defining Its Role in Brand Marketing.”



Social media marketing changes rapidly, but do you know how your company’s strategy is faring? How prepared are you to take advantage of social’s next big leap? What do marketers want from their social analytics solutions? Social analytics platform NetBase surveyed more than 1,700 marketing professionals to get their insights on where brand marketing programs stand today, how they are evolving, and the cutting-edge practices used to measure success.

Executives from NetBase will present the key findings from the 2019 Global Social Media Market Survey and provide detailed insights on how senior marketers are using social media channels and analytics to grow their businesses. You’ll find out:

  • Who heads social and why it matters
  • The roles and expectations of brands versus agencies
  • Insights on best practices in community engagement, campaign strategy, customer care, and real-time crisis tracking

PLANSPONSOR Webinar: Anatomy of a Recession: Preparing for Risk When the Markets are High

I attended the PLANSPONSOR Webinar, “Anatomy of a Recession: Preparing for Risk When the Markets are High.


Explore the complex relationship between market drawdowns and recessions, referencing the current state of the U.S. economy, trade concerns, global growth, the U.S. dollar, corporate earnings and “QE”, central bank policies and the outlook for markets outside the U.S.
Learning Objectives:
  • How to distinguish between signal and noise for large market drawdowns
  • Identify key drivers of asset prices over the next year
  • Understand the economy and how recessions impact the markets
  • Understand where we are in the current economic cycle, based on ClearBridge’s key economic indicators
  • Understand the importance of the consumer for the U.S. economy
Featured Presenters
Webinar hosting presenter
Principal & Chief Investment Officer, MRP Retire
Cameron has worked as an analyst and portfolio manager for mutual fund portfolios at Wells Capital Management and Invesco and has specialized in investing in the telecom, technology, and energy sectors. He graduated from the University of North…
Webinar hosting presenter
Senior Investment Strategist with Global Retirement Partners, LLC and an Investment Advisory Representative with Renaissance Benefit Advisors Group
At GRP, Patrick is responsible for the construction, marketing and distribution of the firm’s series of collective investment trust funds. Patrick is also charged with managing a proprietary due diligence and reporting platform available to GRP…
Webinar hosting presenter
Director, Investment Strategist ClearBridge Investments
Jeffrey oversees capital market and economic research, contributing thought leadership on these topics that is frequently quoted in the financial media, including the Wall Street Journal, CNBC and CNN. He joined ClearBridge Investments in 2014 and…