Nerd Wallet

NOVEMBER 11, 2021

Many people don’t have much choice about when they retire. But some people have the opposite problem: They do have a choice, and yet they can’t quite bring themselves to quit working. Illness, job loss or caretaking responsibilities push them out of the labor force, ready or not. Some love what they do and never.

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Speaker: Erika R. Bales, Esq.

When we talk about “compliance and security," most companies want to ensure that steps are being taken to protect what they value most – people, data, real or personal property, intellectual property, digital assets, or any other number of other things - and it’s more important than ever that safeguards are in place.

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets.

Financial services