Thank you for coming!
As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope you saw useful reflections, applicable actions and new insights in the case studies and my walk through financial services. Below I’ve linked to various resources, some mentioned throughout the presentation and some I just think are worth sharing. Please don’t hesitate to reach out if I can serve as a resource moving forward.
Stay connected with Collective Wealth Planning
- Follow us on Facebook
- Follow us on LinkedIn
- Subscribe to our YouTube channel
- Sign up for our 1/month newsletter (particularly useful for those nearing/in retirement)
- Register for our January 25th workshop to build your own philanthropic philosophy
- Book time to learn more about our financial planning and wealth management services
Resources to explore
- Research referenced:
- Book recommendations:
- The Soul of Money | Lynne Twist
- Get Good with Money | Tiffany Aliche
- The Psychology of Money | Morgan Housel
- The Healthy Love & Money Way | Ed Coambs
- Happy Money | Ken Honda
- Work Optional | Tanja Hester
- Mom, Dad, We Need to Talk | Cameron Huddleston
- Podcasts to subscribe to:
- HerMoney with Jean Chatzky (she also has a great newsletter)
- Planet Money from NPR
- Thoughts on the Market from Morgan Stanley
- Websites and blogs to learn from:
- Finding an advisor:
- Insurance & Healthcare:
- Retirement planning:
- Philanthropy:
- Exercises to explore:
