Upcoming Events
video conference, 4-5pm (PT)
Apr
8
Get wise to investing and asset allocation basics.
More information »
Recent Events
Event: Happy Hour with Dan & Scott
video conference, April 03, 2020
Event: Get Wise to the 403(b) #2
video conference, April 01, 2020
Event: Get Wise to the 403(b) #1
video conference, April 01, 2020
Event: Investing & Market Turbulence 4
video conference, March 26, 2020
Investing & Market Turbulence 3
video conference, March 26, 2020
Investing & Market Turbulence 2
video conference, March 24, 2020
Investing & Market Turbulence 1
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