EBRI Webinar: The Impact of the SECURE Act on Retirement Income Adequacy

I attended the EBRI Webinar: The Impact of the SECURE Act on Retirement Income Adequacy on Tuesday, March 17th 2020.   Details: A new EBRI study finds that key provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) could reduce the $3.83 trillion retirement savings shortfall by $115 billion […]

SkillPop: Build an Online Business

I attended SkillPop’s Build an Online Business workshop on Tuesday, January 28th 2020 by Allison Conway, featured at Hygge CoWorking in Charlotte. DESCRIPTION Owning a business that you can run from anywhere sounds like a dream – but is it actually possible? Whether you’re an avid traveler, a parent who wants to work from home, or […]

Plansponsor Webinar: Visualize Retirement

I attended the PLANSPONSOR Webinar,Visualize Retirement on Tuesday, November 26th 2019. About 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 […]

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 Details: 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 […]

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.   […]

Plansponsor webinar: Building Better Financial Wellbeing

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

FINCON 2019

I attended #FINCON19 in Washington DC! Below are just a few of the wonderful sessions I was able to attend! First Timer Orientation Nick True – Mapped 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 […]

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.” Description: 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 […]

SkillPop: Credit Card Strategy for Beginners

I attended SkillPop’s Credit Card Strategy for Beginners workshop on Wednesday June 26th 2019 by Nick Persico, featured at Hygge CoWorking in Charlotte. DESCRIPTION Whether you’re renovating your home, paying for a wedding, or planning to travel for work or play and want to save some money; credit card miles and points are a great way to stretch out […]