Displaying 1 - 11 of 11
100 Steps to Financial Independence - The Definitive Roadmap to Achieving Your Financial Dreams
Inge’s book 100 Steps to Financial Independence is a super in-depth overview of all things personal finance. Divided into 10 parts and 101 short chapters,100 Steps to Financial Independence is loaded with checklists, action steps, and surprisingly simple strategies to finally gain control of your financial life. You’ll learn all you need to know about expenses, debt, savings, income, retirement, investing, financial protection, net worth, taxes, credit scores, lifestyle inflation and much more. It contains action plans, check lists, personal stories, practical ideas and examples and even discussion points to look at with your partner.
Inge Natalie Hol is an author, personal finance coach and educator and runs two businesses. She also hosts the weekly podcast "The Financial Harmoney Podcast".
With more than 15 years' experience as a speaker, teacher, course designer and trainer, Inge is passionate about helping others improve their financial situations. She believes that small, consistent steps lead to incredible results if applied consequently over time.
Inge Natalie Hol
30 Days to Financial Excellence
30 Days to Financial Excellence - Learn to Master Your Money Like a Personal Finance Pro
In 30 Days to Financial Excellence, you learn how to create a lifelong, smooth-running money management system in just one month. Thanks to the easy-to-apply daily action plans, this blueprint is all about how to live a happier life with more money and less stress. It shows you exactly how to streamline your expenses, pay off your debts, start saving seriously, set up your retirement accounts, implement good money habits and how to set goals. (Also available in Spanish)
Inge Natalie Hol
Advisor Transition Services
Grier Rubeling is the owner/operator of Advisor Transition Services. She has a background in client services and operations and focuses her efforts on helping advisors transition. Whether they’re starting an RIA from scratch or moving a book of business to the RIA channel, she helps them understand the process, create a customized plan, and execute it with speed and efficiency. Her service and operations background allows her to serve as an ideal partner and liaison for advisors during a challenging time in their careers.
Grier L. Rubeling
We understand the responsibilities and challenges that entrepreneurs face every day: managing your business, serving your clients, and building a successful and collaborative team -- all of which can seem overwhelming, leaving you little time to focus on long-term growth.
Anchored with decades of financial services experience and professional training, we partner with you to help you achieve success. Our comprehensive and proprietary business consulting and coaching programs support you and your team. We have witnessed the positive impact of structured and streamlined consulting and coaching programs to support business growth. We know the value of staying on top of the latest technologies, investing in your team, and providing continuing education opportunities in order to run an efficient business.
Genevieve E. Thayer, EPC & Meg Hanington, EPC
Cathy Sikorski, Esq.
Cathy Sikorski is a consulting and practicing attorney for over 30 years and limits her practice to Elder Law issues. She has been a significant caregiver for eight different family members and friends. This combination of legal and practical experience in aging and caregiving has made Cathy a sought-out speaker on these important issues.
With more than 30 years of law behind her, she provides critical legal information for our aging population and those who serve them. Her first book is a humorous memoir Showering with Nana: Confessions of a Serial (killer) Caregiver (HumorOutcasts Press 2015).
Her second book, Who Moved My Teeth? Preparing for Self, Loved Ones and Caregiving with practical and legal tips for caregivers and baby boomers debuted at #1 on Amazon (Corner Office Books 2016).
Cathy has done many keynotes and was recently the Keynote Speaker at the National Caregivers Conferences in Chicago and Philadelphia.
She has been featured on the Huffington Post, AARP, and is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. Cathy serves on the Board of Directors of Nancy’s House, a nonprofit dedicated to respite care for caregivers. Sikorski is a contributing author for the HumorOutcasts.com website, and she can be seen on the West Chester Story Slam YouTube channel. Known as a “Thought Leader,” her work can be found in the Happiness Recipe Anthology: The Best of Year One. Sikorski maintains an active blog “You just have to Laugh…where Caregiving is Comedy…”
ChangEd is a simple solution that automates student loan debt repayment.
Student loans are a heavy, but sometimes a necessary burden. ChangEd helps you pay yours off years sooner, saving you thousands of dollars in interest. For $1/month, ChangEd makes it effortless by rounding up your everyday purchases to the next dollar and setting aside your spare change for principal payments. Once the ‘spare change’ adds up to $100, that payment is automatically transferred to your loan and applied to the principal. No budgeting or thinking or added work on your part!
I founded EllieBlu to help independent business owners align their business and people strategy to build the right team to support their mission, objectives, and goals. With years of experience in the financial services industry, I am uniquely positioned to work with independent advisory firms in need of HR support. Whether clients need a virtual HR Director or assistance with discrete projects, my goal is to build the relationships so I can effectively guide them in finding solutions to address their current challenges as well as plan for the workplace of the future.
My services fall into three categories:
- Leadership and Strategy
- Talent Management
- HR Compliance
This encompasses advice on a broad range of areas including firm culture, leadership development, growth strategies, change management, organizational design, compensation structure, and business planning to name a few.
Females & Finance
An international speaker on social and digital marketing strategies for financial services organizations, Sheryl Hickerson has worked with thousands of professionals to grow the presence of the financial services profession through online platforms.
In 2018, Sheryl started Females and Finance, a private online membership organization dedicated to fostering recruitment, training, and advancement of women in a financial service or financial technology role.
Membership today recently crested 2,900 professionals with no signs of letting up. After 30 years in financial services, Sheryl has dedicated her professional life to promoting better networking and diversity initiatives within her community.
Joy Loverde is a best-selling author, consultant, keynote speaker, and spokesperson for the mature-market industry. Her work has been featured on NBC’s Today Show, the CBS Early Show, NPR, and in USA Today and the Wall Street Journal among many others. For more information including helpful articles and videos, please visit her website: www.elderindustry.com
Tony Steuer has led the way in establishing a path for Financial Literacy through his award-winning books and podcast "GET READY with Tony Steuer":
- GET READY! A Step-By-Step Guide for Maintaining Your Financial First Aid Kit **
Insurance Made Easy *
- Questions and Answers on Life Insurance: The Life Insurance Toolbook** ***
- The Questions and Answers on Life Insurance Workbook*
- The Questions and Answers on Disability Insurance Workbook
- The Questions and Answers on Insurance Planner
*Awarded the Apex Award for Publication
**Awarded the “Excellence in Financial Literacy (EIFLE) Award from the Institute of Financial Literacy
*** Named on Forbes’ Top 9 Great Investment Books List
Tony regularly consults with InsureTechs, Financial Planners, Insurance Agencies, Attorneys, Insurance Companies, and other Financial Service Companies on insurance marketing and product best practices/on strategies to help consumers GET READY through Financial Preparedness and the GET READY! Financial Standards. Tony is a past member of the California Department of Insurance Curriculum Board and current member of the National Financial Educator’s Council (NFEC) Curriculum Advisory Board.
Tony Steuer lives in Alameda, California.
For close to a decade, Elisa Ellis has been transforming closets and the lives of women everywhere. Her impeccable sense of style is what sets her apart from her peers and her clients can’t get enough of her expertise. Elisa isn’t interested in trends – she is incredibly passionate about helping her clients look and feel their very best in every conceivable situation. Elisa helps her clients find new levels of confidence by elevating their style so that they look good and feel good when they walk out the door, into a board room, or up onto a stage. Elisa works with clients in person, virtually, and through her on line course "Closet Transformation: Unlock the Secrets to Clean Out Your Closet.”
Elisa graduated from UCLA in 1993 and went on to have a successful career as an event planner at UCLA and Stanford University. In 2013, a move with her family to Westlake Village, CA changed her career focus and she became a stylist full time. Since then, Elisa has been helping her clients find new ways to style outfits, organize their closets, coordinate spectacular outfits, as well as shop for new, timeless pieces.