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Saturday, August 4 • 9:00am - 10:15am
This is the Year I Put My Financial Life in Order

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John Schwartz had reached his mid 50s with precious little financial planning, and was starting to get worried. He'd had a 401(k) contributions since his 20s, but had no idea whether it, and his Social Security and pensions, would provide a comfortable retirement. It gets worse--he and his wife, Jeanne, didn't even have a will. They decided to attack the problems at last, and from their efforts comes a new book, "This Is the Year I Put My Financial Life in Order." Using his own experience as a guide, John learned what he needed to know, including how to find a financial adviser, and put it in print in a way that helps readers do the same for themselves. Sheryl Garrett will interview John about the book that Charles Duhigg says "can help anyone walk the path to financial security." 

Speakers
avatar for John Schwartz

John Schwartz

Reporter, The New York Times
John Schwartz is a reporter at The New York Times, where he has written about science, business, law and many other topics that have taken him from the Mojave Desert to Moscow, and from Nanjing to Nashville; he has explored the devastation of New Orleans after Hurricane Katrina, tumbled... Read More →



Saturday August 4, 2018 9:00am - 10:15am
Interlocken B
  • CE Hours Available: 1.5 NAPFA, 1.5 Personal Development CPE, CFP® Certification TBD

Attendees (61)