I was recently interviewed briefly by Investius News about the impending retirement crisis. The video, posted on the Advisor Perspectives website, spotlights advisors’ views on what their clients see as the biggest risks to their retirement plans. [More]
May 13, 2019 By
Interviewed by Marie Swift at the 2019 Morningstar Conference
I was recently interviewed by Marie Swift at the 2019 Morningstar Conference in Chicago (video)… [More]
May 7, 2019 By
Featured in The Kinder Institute of Life Planning Blog: Money and Meaning
I was recently included in the The Kinder Institute’s blog, Money and Meaning, in a post about how financial planners (good ones) take into account their client’s personal life goals into their financial game plan. [More]
February 11, 2019 By
Sheila Interviewed by Marie Swift of Impact Communications at ACP’s 2018 Annual Conference
Marie Swift of Impact Communications interviews ACP member and founder of Padden Financial Planning, Sheila Padden. Sheila first learned about the Alliance of Comprehensive Planners at a NAPFA conference. After attending an ACP conference, she quickly learned that ACP members were “her people.” Listen to Sheila’s comments in the video. [More]
January 25, 2019 By
Notre Dame Mendoza School of Business Financial Planning Workshop Presentation
I recently presented a Financial Planning Workshop in Chicago for Notre Dame Women Connect sponsored by Notre Dame Mendoza School of Business. We had a great turnout, with 80 registered and 50 attending! There were lots of questions, note taking and a line afterwards for more information. Check out the photos!
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