Manisha Thakor

Keynote Lecture Topics

• Own Your Finances, Own Your Life

  When women embrace financial wellbeing as part of their definition of overall wellbeing, magical things start happening for her, her family, and her community. Audiences will learn why personal finance is a source of stress for so many (even those with “plenty”), a powerful rule of thumb to engage in healthy spending going forward, and a unique tool called “joy-based spending” to help you squeeze more happiness out of each hard-earned dollar you spend.

• Investing Made Simple

  Investing on the surface 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 surprisingly fun and easy-to-understand presentation, audiences will learn: the two main types of investment philosophies, a powerful framework for asset allocation, the importance of knowing your all-in fees, the difference between the fiduciary vs. suitability standards, and how to find a trustworthy investment advisor.

• Can I Afford to Retire?

  The vast majority of Americans have never tried to calculate how much money they need to be able to retire. Audiences will leave this presentation with a clear understanding of how to know what size investment portfolio to strive for, how much to save a year to get to that number, and how they can comfortably afford to spend annually in retirement. We’ll also talk about the various types of investments and accounts that can help you have truly golden years.