Camp Mustache (virtual FI Summit) 2020

I attended the virtual Camp Mustache on Sunday, May 24th 2020 where the headline speaker was Vicki Robinson! Vicki is a prolific social innovator, writer and speaker. She is coauthor with Joe Dominguez of the international best-seller, “Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence.” It was an instant […]

ChooseFI Academy: FI101

I completed the ChooseFI FI101 Academy 10-week course which outlines the path to Financial Independence, Retire Early (FIRE). DESCRIPTION: At ChooseFI, we believe one of the most powerful indicators of success for taking control of your money is surrounding yourself with like-minded people. But we recognize that is not always easy when we are submersed […]

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 […]

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 […]

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 […]