When
Friday, November 13, 2020 from 8:30 AM to 10:30 AM PST
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Meeting Agenda:
8:30 am - Welcome
8:35 am - Chapter Announcements, Strategic Partner Acknowledgements
9:00 am - Speaker's Presentation
10:15 am - Q & A / Presentation Ends
10:15 am - Networking via Breakout Rooms
10:30 am - Program Closes
Where
This is an online event.Follow Us    |
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VIRTUAL MEETING
Topic: Racial Inequality and How Personal Finance Sphere Speaker(s): ______________________ |
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Description:
While it may be deeply uncomfortable to talk about race, if we care about helping people with their finances, we must be willing to take a clear-eyed look at the ways standard financial advice – as well as the financial systems clients must interact with – upholds systemic racism, even when we don’t intend it to. This talk will provide a detailed look at how we inadvertently uphold systems that disadvantage people of color disproportionately, and provide more inclusive alternatives. * This topic does not qualify for CFP CE credit.
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Speaker(s):
Tanja Hester retired early from a career in political consulting and journalism at the age of 38, and now devotes all her time to purpose-driven activities: writing her award-winning financial independence blog Our Next Life, podcasting on The Fairer Cents, gathering women together to talk about financial independence at Cents Positive retreats, pushing for more inclusivity and diversity in personal finance, volunteering in her community, traveling the world, and skiing, hiking, biking, paddling, and climbing around her home in North Lake Tahoe, California. Tanja has researched and explored every aspect of early retirement, from the best strategies for saving to redefining your identity without a career, and applies those lessons every day in her work-optional life. She has a regular column on MarketWatch, she’s spoken at Google, Tesla and at conferences around the U.S., and she has been featured in the New York Times, TIME, MONEY Magazine and media outlets around the world. |
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Thank You to Our Meeting Strategic Partners!
Local Representative: Daxs Stadjuhar
Phone Number: (650) 571-1934 ext. 11 Email: dstadjuhar@fsnweb.com Website: www.fsnweb.com Description: The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors with broker/dealer and multi-custodial connectivity.
 Website: www.aprmg.com
Description: American Pacific Reverse Mortgage Group is a locally owned mortgage banking company with over 100 plus offices in the USA and its corporate office in Roseville, CA. With over 20 plus years of originating reverse mortgages with seniors in California, I have the answers to your clients most important questions regarding this most misunderstood mortgage products for seniors. I also have a Certified Mortgage Professional designation by the National Reverse Mortgage Lenders Association. |
