Breakout Session

2016 Session | The Index Card: Why Personal Finance Doesn’t Have to Be Complicated

TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. Guess what…they’re wrong. In this session, finance expert Helaine Olen will show you that everything you need to know about managing your money could fit on an index card. She will explain why the ten simple rules of the index card outperform more complicated financial strategies. Attendees will leave with an easy-to-follow action plan that should help them in good times and bad. You’ll gain the the tools, knowledge, and confidence to seize control of your financial life.

Speaker: Helaine Olen, author and finance expert

Emcee: Dyan M. Goodwin, managing director, U.S. Trust, Bank of America Private Wealth Management

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