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Previous Events

Personal Investing Basics During Coronavirus

Event date: April 2, 2020

Topics covered in this video include investing in a bear market, avoiding expensive mistakes, lessons from 2008, and core pillars of a financial plan.

Fortifying Your Finances Before You Lose Your Job

Event Date: May 5, 2020

Topics covered in this video include preparing your retirement portfolio, understanding your health insurance options, maximizing your cash availability, and lowering / delaying your debt obligations.

Small Business Finances During COVID-19

Event date: May 14, 2020

Topics covered in this video include tax changes (payroll, text credits, net operating loss carryovers), PPP loan guidance, optimizing small business cash flow, communication strategies, and evaluating your financing options

ESG & Impact Investing: How to Actually Make a Difference

Event date: May 28, 2020

Topics covered in this video include aligning your values and investments with your financial goals, differences between SRI / ESG / impact investing / socially conscious investing, comparing SRI/ESG to conventional investment performance, understanding ESG scores, and amplifying your voice through proxy voting.

Money Advice for Couples

Event date: June 9, 2020

Topics covered in this video include talking about finances as a couple, understanding financial infidelity, having "the talk" about your salary / investments with your partner, discussing what "being rich" means to you and your partner, and financial benefits of marriage.

Investing Basics: Insights from a Hedge Fund Guy Turned CFP

Event date: June 23, 2020

Topics covered in this video include personal finance investing basics, lessons from 2008 and the Covid-19 crash, hedge fund best practices you can apply as a regular investor, and avoiding expensive mistakes.