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On the surface, investing can seem remarkably complex.
In reality, there are five things to know about your investment portfolio that will drive the vast majority of your financial success.
In this session, financial expert Manisha Thakor will guide you through this process and share a fun, easy and clear framework for how to get started (or continue) investing.
Making it relatable and using language we can all understand, she will explore financial behavior, asset allocation, diversification, fees/taxes and fiduciary standard. You will walk away armed with the tools to take action and start creating wealth right away!
MANISHA THAKOR is currently the vice president of financial wellbeing at Brighton Jones, and host of the trueWELLth podcast. In 2012 she started the female-focused registered investment advisory firm, MoneyZen Wealth Management as a member of The BAM Alliance. In 2015 she merged that practice into Buckingham Strategic Wealth, where she took on the role of director of wealth strategies for Women. Thakor also serves as visiting faculty at The Omega Institute, 1440 Multiversity, The Institute for Integrative Nutrition (“IIN”), and Rancho La Puerta. She sits on the board of The National Endowment for Financial Education (“NEFE”), and is a founding member of the Portland based women’s charitable giving group, 99 Girlfriends. She’s currently a member of The Wall Street Journal’s Wealth Experts’ Panel, and contributing expert to Women’s Health magazine. Thakor is the co-author of two critically acclaimed personal finance books, including On My Own Two Feet: A Modern Girl’s Guide to Personal Finance, and Get Financially Naked: How to Talk Money with Your Honey. Thakor’s work has been featured in numerous national media outlets, including CNBC, CNN, PBS, NPR, The Today Show, The Wall Street Journal, The New York Times, Real Simple, Women’s Day, Essence and Glamour. @manishathakor