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 […]

OTA Webinar: Are you paving a path to #wealth?

I attended the Online Trading Academy‘s Webinar: Are you paving a path to #wealth? on Thursday, June 20th via YouTube. Presented by Merlin Rothfeld Details: For many, getting #rich is just a pipe dream given the #debt they are saddled with and the difficulty they have making ends meet each month. But with a plan, […]

OTA 3-Day Class: Market Timing

I attended the Online Trading Academy‘s 3-Day Course on Market Timing starting Saturday, March 2nd-4th. Learn powerful investing lessons such as: – How to avoid the two most common mistakes novice investors make. – How to protect and grow your retirement accounts in any market condition. – How to identify low-risk, high-reward investment opportunities. We […]

EBRI Webinar: Special Considerations Women Face in Retirement Security

I attended the EBRI webinar titled, Special Considerations Women Face in Retirement Security on Wednesday, February 6th 2019. DESCRIPTION: Moderated by EBRI President and CEO, Lori Lucas, CFA Only EBRI brings together unique and unbiased research, industry thought leaders, and all segments of the employee benefits industry to provide unparalleled programming Jack VanDerhei, Research Director, […]

BofA Webinar: I’m retiring soon: What is the right strategy for me?

I attended the Bank of America‘s webinar titled, I’m retiring soon: What is the right strategy for me? on Wednesday, February 6th 2019. DESCRIPTION: Thinking of retiring soon? Before you retire, make sure you have a plan as to how you are going to manage your assets. We’ll look at how to manage your investments […]

BofA Webinar: Top 10 Retirement Planning Mistakes At Any Age

I attended the Bank of America‘s webinar titled, Top 10 Retirement Planning Mistakes At Any Age, on February 6th 2019. DESCRIPTION: We’ll explore the top 10 retirement planning mistakes that people make and what you can do to avoid them. We’ll discuss how you can get your retirement plan on track regardless of where you are […]

BofA Webinar: Retirement Planning: Making your money last.

I attended the Bank of America‘s webinar titled, Retirement Planning: Making your money last, on Tuesday, January 29th 2019. DESCRIPTION: In this webinar we will show you why the best time to start preparing for retirement is now. We’ll look at how, with an early start and a few simple strategies, you can ensure that your […]