Thank you for coming!

As I said during my opening remarks, thank you for sharing one of your most precious resources – your time – with me. I hope you found the information empowering and walked away with a few practical learnings you can apply. Throughout my presentation, I shared several resources to explore. You can find links below. Please don’t hesitate to reach out if I can serve as a resource moving forward.

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Resources from the presentation

The slide deck:

• Download a .pdf version of the slide deck

Websites, blogs, and checklists:

• Financial planning:
  • Checklist: What Issues Should I Consider at the Start of the Year?
• Retirement planning:
  • New Retirement
  • Smart Asset Retirement Calculator
• Teaching kids about money:
  • GreenLight
  • Acorns Early
• Cash flow:
  • Flowchart: Where Should My Next Dollar Go?
  • You Need a Budget (YNAB)
  • Monarch Money
  • First Step Cash Management System Introduction
• Pay equity:
  • Glassdoor
  • Payscale
• Estate planning:
  • Checklist: What Issues Should I Consider When Reviewing My Estate Planning Documents?
• Charitable Giving:
  • Tax-Efficient Giving: Unlocking Smart Philanthropy
• Finding an advisor:
  • How Do You Find a Financial Advisor?
    • Fee-only network directory
    • NAFPA find an advisor directory
    • CFP® find an advisor directory

Exercises to explore:

• Personal Insights about Money
• Wheel of Life

Other Salem Reads Events

Make sure to check out the other events throughout the month of February that support what you learned while reading Carmen Rita Wong’s memoir Why Didn’t You Tell Me?