Upcoming Events
video conference, 4-5:15pm PT
Jul
16
Jeff York, the "Wealthy Custodian," shares savings secrets.
More information »
video conference, 10am-Noon PT
Jul
22
Essential 403(b) information for the new teacher. Free copy of Teach and Retire Rich for each new teacher.
More information »
Recent Events
Fireside Chat with Aspire
video conference, June 30, 2020
Fireside Chat with Vanguard
video conference, June 24, 2020
Get Wise to Annuities
video conference, June 17, 2020
Get Wise to Investing and Asset Allocation
video conference, June 10, 2020
Office Hours with Dan & Scott
video conference, June 04, 2020
Get Wise to the 457(b)
video conference, June 03, 2020
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