Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Dorothy Hinchcliff of Rethinking65.com Today’s Topic: The Financial Advisor Revolution Rita asks Dorothy: Dorothy, you’ve observed the business for more than 20 years as a high-ranking executive at Financial Advisor magazineClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook. Meet our guest: Julie Pinkerton, CEO of ClientFirst-Evozen Today’s topic: Redefining the Collaborative Community Rita and Julie will discuss:  How did Evozen and ClientFirst come to lifeClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5:15 pm EST, we learn from industry experts how to flex our financial muscles live on Facebook.  Meet our guest: Keena Pettijohn of Life Logixs, lifelogixs.com About Keena: ​At 70, this self–proclaimed “Born Again Millennial” is the CEO and founder of a company she launchedClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I am thrilled to launch a new webinar series in 2022 on my show, Margaritas with Marguerita Cheng, CFP® Pro to help you flex your financial muscles! Webinar 1: Planning for Social Security — and Making the Most of It! What you’ll learn in this webinar: After decades spent in the workforce: You should be able to celebrate and reflect on all you’ve achieved in retirement. But this is challenging as pensions have largelyClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles, live on Facebook. Meet our guest: Barclay Sisk, VP, 1st Atlantic Brokerage Today’s topic: Long-Term Care & Legacy planning Rita and Barclay will discuss:  What is long-term care? What are the levels of care, and who paysClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Brie Williams, Head of Practice Management at State Street Global Advisors Today’s topic: Mental Models — The Anchoring Effect and How It Impacts Your Financial Decision Making Rita and Brie discuss: Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Malik Lee of Felton and Peel Today’s topic: Everyone has a giving heart! Rita and Malik discuss:  Why are legacy and charitable giving are important to you?Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Peter Neuwirth, author, Money Mountaineering: Using the Principles of Holistic Financial Wellness to Thrive in a Complex World and What’s Your Future Worth: Using Present Value to Make Better DecisionsClick here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5 pm EST, women learn from industry experts how to flex their financial muscles live on Facebook. Meet our guest: Greg Furer, CEO of Beratung Advisors, beratungadvisors.com About Greg: Before founding Beratung Advisors, Greg spent 10 years in the financial services industry with PNC Investments, Park Avenue Securities, andClick here to listen to the podcast!