Financial Stacking: Easing the Financial Weight of Your World... While Paving a Path Toward Prosperity
Tackle Financial Stacks of personal finance "to-dos" through choices and actions that pave a path toward prosperity.
Where do these Financial Stacks come from?
They come from the media, advertisements, experts, employers and even family members. This myriad of financial choices, opportunities and expectations is creating a heaviness of jumbled priorities that often lead to inaction, frustration, confusion and despair.
Move clients from financial bewilderment and inaction to an orderly process of choice and control. From Spending and Debt -- to Savings and Retirement -- Housing or Health Care - to College or Credit
Financial Stacks are cluttering and weighing on the minds, emotions and sense of well-being for many Americans. Our Financial Stacks add to America's collective financial fragility.
In this session, we will explore Five Steps to sort and de-clutter the stack; master the nagging "to-dos" and build financial momentum, control and service to others. Together we'll discover how to:
- Sequence short- and long-term financial actions
- Tackle tax opportunities/savings in your "stack"
- Overcome barriers that thwart employment and earnings growth
- Automate essential financial decisions that accomplish lasting goals like: housing, small business and retirement savings
- Adjust your "stack" for life events/opportunities and plan for the unexpected
Brent Neiser, CFP®, AFC® is Senior Director of Strategic Programs and Alliances for the Denver-based National Endowment for Financial Education, a private operating foundation that inspires empowered financial decision making for individuals and families through every stage of life. Brent creates national programs on personal finance for the American public including Youth, College (in over 1,000 colleges), Low Income, Community, and Retirement as well as over 100 partnerships with groups like Sesame Workshop, Habitat for Humanity, Red Cross, American Indian College Fund and National Military Family Association.
Brent leads Strategic Intelligence and does public policy and innovation work for NEFE including working with executive agencies and testifying before Congress. He was appointed to the Consumer Financial Protection Bureau's (CFPB) Consumer Advisory Board through 2020.
Neiser served as executive director of the Institute of Certified Financial Planners (now Financial Planning Association), a national professional association. Brent won the Financial Planning Association's Heart of Financial Planning Award in 2010. Next Avenue named him as a Top 50 Influencer in Aging for 2017.
Brent holds masters' degrees in Business, Global Studies (Public Diplomacy), Urban Studies and was a National CORO Foundation Public Affairs Fellow including work with Walt Disney Imagineering.
Brent has appeared on NBC's "Today" and PBS's "NewsHour" and in the Wall Street Journal. He has spoken at OECD conferences in Rio de Janeiro and Washington, and financial literacy summits in Seoul and Beijing.