by Public Relations | Nov 23, 2021 | Uncategorized
During the Spark 401K Conference in New York, my book was showcased to all the thought leaders in attendance. Here’s to incrementally improving financial wellness outcomes one person at a time.
by Public Relations | Nov 23, 2021 | Uncategorized
“…And just a few years ago, a staggering 56% of student loan borrowers said they’d take a punch in the face from boxing legend Mike Tyson if it meant they could get out from under their student loans.” Tell me we don’t need better financial wellness! Click on the link...
by Public Relations | Nov 23, 2021 | Uncategorized
Excited to reconnect with my good friend, Ross Marino at the amazing Wealth@Wor(k) conference! I had the privilege to share the stage with Pam Popp and Jamie Greenleaf where we talked about helping improve financial literacy among all our participants....
by Public Relations | Sep 2, 2021 | Uncategorized
Financial fitness is important and my good friend Joseph Sun, CEO of Hong Kong-based Solaris Capital, is graciously providing every Northwestern University/Kellogg graduate with a copy of the Financial Wellness Mandate! Go Cats Class of 2022!
by Public Relations | Sep 2, 2021 | Uncategorized
Excited to share the stage with my good friend and fellow author Joe Holberg to discuss the future of finance and technology and the opportunities for consumers.
by admin | Mar 5, 2021 | Uncategorized
Wish you could change your health plan for 2021? In newly released guidance on new flexible rules for healthcare and dependent care FSAs, the Internal Revenue Service has included a new Covid-19-relief surprise: Employers can allow employees to make changes...
