Resources shared on this page are for informational purposes only and do not constitute financial, legal, or career advice. ProFocus Technology does not endorse or guarantee the accuracy of third-party content. Please consult a professional for personalized guidance.
PDFs & Websites
Divorce Finance Information & Planning by US Bank
Retirement and Longevity Planning by MIT
Student Loans at the Dinner Table by Journal of Family and Economic Issues
Beginners Guide to Retirement by Trincoll
Retirement Planning Tools by USA.gov
Financial Preparedness Checklist for Business Owners
8,000 Days Workbook for Retirement
Books & Podcasts
Invisible Women by Caroline Criado Perez
The 7 Habits of Highly Effective People
The Art of Possibility by Benjamin Zander
The Model Health Show: Transform Your Money Mindset & Make Money EASY – with Lewis Howes
Beyond the Dose: From Burnout to Purpose – How to Find Meaning in your Work and your Life
Michelle’s next event: Mindful Microdosing: Small Doses, Big Shifts April 30th
Aimee’s next event: Lunch & Learn for May 13th from 12-1, email her to be added to the invite list [email protected]
Panelists & Moderator
Aimee Keeney
Wealth Advisor, Firenze Wealth Management
Vidhya Chandrasekaran
Software Engineering Leader
Michelle Harrel
Founder, Tree of Life Facilitation Services & Purple City Retreats
Lori Gilyard
Vice President of IT, Ardon Health
Jennifer Waldrip
VP, Partner, ProFocus Technology
