"/Lean In" Series

Times are changing and we need to think about money differently. Whether you’re approaching a financial milestone or looking to stay up to date, /Lean In to our featured speakers series. Join me and other industry specialists for quick, direct dives into today’s topics. Find upcoming events, speakers and registration links below:

Upcoming Events

Be sure to check back as we build out our upcoming /Lean In speaker series

Past Discussions

Mike Stern | Senior Vice President, Capital Group/American Funds

As we continue to ask ourselves “what’s next?” let’s not forget about the Big Elephant (or Donkey) in the room with the presidential election quickly approaching.

Join me and Senior Vice President, Mike Stern of Capital Group | American Funds on Wednesday, October 21^st at 4:00 pm as we discuss perspective, opportunities and confidence in your portfolio as investors try to figure out what impact the election outcome may have.

Doug Ewing, JD, CFP, RICP | Vice President, Nationwide

Social Security: The basics, rules and why your filing decision matters. On Thursday, June 25th at 1:00 pm join us to learn how to manage the Social Security discussion and determine the right fitting strategy for your retirement income plan. With over 16 years of experience, Doug Ewing, JD, CFP, RICP shares the Social Security 360^®program from Nationwide^® .

Grant Martin, Director - MFS Funds

When volatility strikes, do you take your money and run? Unfortunately, this might do more harm than good. Join Grant Martin, Director (MFS Funds) and me on Wednesday, May 27th at 12:00 pm for a conversation that explores time tested ways to tackle volatility.

Have a question or can't attend but interested in learning more?
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