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Events Calendar

Upcoming Events

Get Wise to the 457(b) »

video conference, 4-5pm (PST)

Jun
3
Interactive introduction to the 457(b), another retirement plan available to teachers. 

Office Hours with Dan & Scott »

video conference, 4-5pm (PST)

Jun
4
Bring your 403(b) and investing questions and concerns. 

Get Wise to Investing and Asset Allocation »

video conference, 4-5pm (PST)

Jun
10
Interactive introduction to investing and asset allocation.

Get Wise to Annuities »

video conference, 4-5pm (PST)

Jun
17
Interactive introduction to annuities. 

Recent Events

Get Wise to the 403(b)

video conference, May 21, 2020

Get Wise to Adding Better 403(b) Vendors with Aspire and Vanguard

video conference, May 13, 2020

Office Hours with Dan & Scott

video conference, May 07, 2020

Event: Get Wise to Working with a Fiduciary Advisor

video conference, May 06, 2020

Event: Get Wise to Investing and Asset Allocation

video conference, April 30, 2020

Event: Get Wise to the 403(b)

video conference, Interactive introduction to the 403(b). , April 29, 2020

CARES Act Information for Teachers

video conference, April 23, 2020

Get Wise to the 457(b)

video conference, April 22, 2020

Office Hours with Dan & Scott

video conference, April 16, 2020

Event: Get Wise to Investing and Asset Allocation

video conference, April 15, 2020

Event: Get Wise to the 403(b)

video conference, Interactive introduction to the 403(b). , April 14, 2020

Event: Investing and Asset Allocation Basics

video conference, April 08, 2020

Event: Happy Hour with Dan & Scott

video conference, April 03, 2020

Event: Get Wise to the 403(b)

video conference, April 01, 2020

Event: Get Wise to the 403(b)

video conference, April 01, 2020

Event: Investing & Market Turbulence

video conference, March 26, 2020

Investing & Market Turbulence

video conference, March 26, 2020

Investing & Market Turbulence

video conference, March 24, 2020

Investing & Market Turbulence

video conference, March 24, 2020

NGPF Change Makers Summit 2020 (postponed)

presentation, San Francisco, CA, March 14, 2020

Office Hours
with Dan & Scott (4pm)

office hours, March 12, 2020

Introduction to Investing

webinar, February 27, 2020

Office Hours
with Dan & Scott

office hours, February 18, 2020

Introduction to Investing

webinar, February 06, 2020

Introduction to Investing

webinar, February 06, 2020

2020 Wise Money Moves

webinar, January 15, 2020

Niche Day

presentation, Philadelphia, PA., November 20, 2019

Get Wise to the 403(b)

webinar, November 07, 2019

Get Wise to the 403(b), Buffalo NY

presentation, Williamsville, NY, November 01, 2019

Rise 2.0 of California

conference, Los Angeles, CA, October 17, 2019

Office Hours  w/ Dan andScott

office hours, October 02, 2019

Personal Finance for DCPS Employees

presentation, Washington, D.C., September 19, 2019

Happy Hour in DC

meetup, Washington, DC, September 18, 2019

Get Wise to the 403(b)

webinar, California, September 11, 2019

What is a 403(b)?

video conference, California, August 17, 2019

NGPF FinCamp

conference, Garden Grove, California, August 07, 2019