Find out when and where I’ll be speaking about my book — Mom and Dad, We Need to Talk – as well as other financial topics.

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The Wharton School at University of Pennsylvania

How to Talk to Your Parents About Their Finances

February 20, 2020


Building Women's Worth Summit

Improve Your Relationship With Yourself and Your Wealth

November 13, 2019
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Financial Gym

How to Talk to Your Parents About Their Finances

June 26, 2019
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It's Your Time: Turning the Midlife Crisis into Your Midlife Awakening 

Helping Parents as They Age

May 1, 2020

Online Summit

GreenPath Financial Wellness

Talking to Your Parents About Their Finances

September 16, 2019

FinCon 2019

The Truth About Publishing a Book

September 6, 2019
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So Money With Farnoosh Torabi

The Stacking Benjamins Podcast

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"An excellent step-by-step guide to navigate what can be time-consuming, uncomfortable conversations."

- Michelle Singletary, The Washington Post

If you get a tax refund each year, stop letting the government hang onto your money interest-free. Check out how much money you could be losing -- yes, losing -- by getting a refund in this great @HuffPost piece by @CaseyLynnBond: #TuesdayThoughts

There's A Hidden Cost To Your Big Tax Refund

A new study highlights how much money you actually lose by waiting to receive a refund.

Do you have a sinking fund? Do you even know what one is? Get the lowdown from this great article in @HuffPost by @CaseyLynnBond that has some tips from yours truly about how sinking funds can help you save for big, planned expenses.

Why You Might Need A 'Sinking Fund'

This special type of savings could help you plan for irregular expenses throughout the year.

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