Money Talk

SEPTEMBER 17, 2022

Specifically, a presenter who was not an attorney and had no recognized financial planning designations whatsoever pitching the legal services of a colleague who was not in attendance. The original program publicity contained neither the name of the sponsoring company or the presenter’s name or credentials. Sadly, I found some.

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Money Talk

MARCH 2, 2023

Below are some of my “Barbservations”: Canned Presentation - After viewing several webinars, I noticed that the event organizers were using the same slides and reading the same script, along with personal tweaks, of course. In other words, no free meal; just the seminar…and the sales pitch.

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Money Talk

OCTOBER 20, 2022

Framing Effect - When people draw different conclusions about available options depending on how that information is presented rather than simply facts of the situation. saving money for retirement) depending on how information is presented to them. already paid for) and make poor present decisions to justify past ones (e.g.,

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Money Talk

APRIL 20, 2023

In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. I recently presented content for Annie’s Project-NJ ; a program designed to build the skills of women farmers in New Jersey.

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Money Talk

JUNE 8, 2023

Earlier this year, I made a conference presentation about current financial trends and included information about online gambling. I also attended a webinar about online gambling presented by Next Gen Personal Finance, a youth financial education advocacy and training organization.

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Money Talk

APRIL 11, 2024

I recently attended a Financial Planning Association (FPA) webinar about traditional and Roth IRAs presented by Ed Slott , a nationally recognized expert on IRAs and frequent presenter at conferences for financial advisors. money that has been taxed) and can be withdrawn at any time for any reason tax-free and penalty-free.

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Achievers

FEBRUARY 13, 2020

Inclusion has been an ever-present ideology in the workplace. Inclusion will continue to be an ever-present ideology. So, we made a very deliberate decision to build things like sustainability and equality and inclusion into the business to make it part of how brands grow and part of the business model.”. What is inclusion?

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Money Talk

JULY 7, 2022

I recently attended and presented at the 2022 annual meeting of the American Association of Family and Consumer Sciences ( AAFCS ), a professional association whose members help individuals, families, and communities achieve an optimal quality of life. student) in mind. I’m a financial education entrepreneur and Money Talk owner/CEO.

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HR Bartender

JULY 25, 2024

Three factors that were mentioned in the presentation were data, training, and cost. The presenters strongly reminded us that organizations need to review the terms of service for any AI integration to understand if how the company’s data will be used to train AI. Let’s start with data. Does the organization have enough data storage?

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Money Talk

APRIL 30, 2024

As the author of a book about transitions in later life, I recently served as a presenter for one session of a five-week online course called Retire on Fire: How You Can Thrive in Retirement.

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Achievers

NOVEMBER 10, 2020

Add to all of this demotivating and competition-inspiring requirements associated with rankings or limitations to the number of ‘5’s’ that can be assigned that are still present in many organizations. And the reality that many leaders are simply uncomfortable offering feedback to others during year-end reviews for employees.

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Money Talk

AUGUST 22, 2024

As I noted last week , I slowly made my way since last December through over a dozen video recordings of presentations made at the 2023 Association for Financial Counseling and Planning Education (AFCPE) Symposium.

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Financial Counseling Finance Medical Education 182

Achievers

DECEMBER 29, 2020

The list presents a variety of innovative games beyond the traditional ones frequently suggested.?. Present a real-world organizational problem, solicit solutions, let people vote, and reward the person who gets the most votes. Provide a team challenge to solve. social and environmental responsibility. The fundraising platform?

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Achievers

JUNE 29, 2020

Hold periodic company-wide meetings led by top executives in which employees are encouraged to speak their mind and present ideas?. Respond to employee ideas and go full circle, telling each employee when the idea was presented, why it was accepted or rejected, and next steps .

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Money Talk

JANUARY 7, 2022

As you set goals for 2022, below are twelve tips from presentations that I heard during the past few months: Deal With Debt- Do not be ashamed of how you got into debt. Be an Organized Entrepreneur- Follow these four tips shared by a webinar presenter: 1. Make a plan to dig out from under. Do market research, 2.

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Finance Taxes Banking IT 187

HR Bartender

JANUARY 25, 2024

If you expect others to present information, tell them in advance. It is disrespectful to throw someone off guard and ask them to present data, proposals, etc. If a person is being asked to present something, make sure they have the tools they need. This is part of the conversation about agendas. with no warning. Keep minutes.

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HR Bartender

JUNE 23, 2024

The content is presented in five sections: Cybersecurity Fundamentals Cloud Computing Systems Thinking Artificial Intelligence Data Analytics There’s also a sixth optional section on virtual and augmented reality, which is very interesting and worth checking out. The program is online and self-paced.

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Achievers

DECEMBER 22, 2020

It can be stressful and unmotivating for workers to be presented with tasks they don’t know how to properly complete. Providing learning opportunities for your staff is a great motivator for two separate (but related) reasons. First, you need to make sure your employees have sufficient training to complete their current job duties.

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Money Talk

MAY 4, 2023

Today, I presented a general session program for financial educators and researchers at an online professional conference. My chosen topic was Ten Trending Topics in Financial Education. Below is a brief description of the ten trends that I discussed: Inflation- The U.S.

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Money Talk

MAY 24, 2023

Financial practitioners can help people align their future self and present self, break through limiting beliefs, and see that they, alone, are “the captain of their own life.” Future Self- Whether they are 30, 50, or 70, people think of their future self as a totally different person than who they are now.

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Money Talk

MARCH 15, 2023

Reasons to Purchase - The attorney presenter noted the following reasons to consider an annuity as part of overall estate and financial plans: 1. At that time, withdrawals are taxed as ordinary income, minus the amount of after-tax dollars originally used the purchase the annuity. Medicaid planning, 2.

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Achievers

AUGUST 30, 2023

When providing feedback, they present solutions rather than simply highlighting problems. Be solution-oriented When facing challenges or presenting ideas, focus on offering solutions rather than dwelling solely on problems. Employees who manage up work to build positive, transparent relationships with their managers.

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Achievers

MAY 11, 2021

Maybe you don’t believe that you aced your last presentation, or that you’ve been providing exceptional customer service lately. I’m really glad you liked the presentation! But there are some basic principles that will let you handle compliments no matter when you receive them. First, keep in mind what compliments mean.

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Employee Recognition Software Technology Management 225

Money Talk

MAY 18, 2023

The way that people speak and present themselves in the business world and are perceived by others can affect their job opprtunities, income, and experiences as consumers. It is not specifically about a personal finance topic such as inflation, investing, or retirement planning. However, the topic (language) does have financial implications.

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Money Talk

APRIL 28, 2022

A psychological connectedness to future selves informs present behavior. Many people change their goals when presented with a master list of goals that forces them to think deeper about what they want. Studies have found that, when people identify with their future selves , they save more money for retirement. couples.

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Money Talk

MARCH 14, 2024

Below are eight highlights from my webinar presentation and some advice to get started: Previous Experience - Most people have had some experience with AI through word processing software, online searches, online pop-up ads, AI-enabled “smart home” features, and virtual assistants such as Alexa, Siri, and Cortana.

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Money Talk

OCTOBER 4, 2024

I recently presented a webinar for financial practitioners called Important Financial Transitions in Later Life. Based on content of my book , Flipping a Switch , “flipped switches” are a metaphor for later life transitions.

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Achievers

OCTOBER 5, 2020

As leadership teams move on from the initial concerns of VPN connections and transitioning in-person meetings to video, another question presents itself: how do we maintain our collaboration and company culture with a remote workforce when not all of us are in each other’s company?

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Employee Benefit News

APRIL 16, 2024

From writing emails to creating presentations, this new study revealed how AI is supporting employees in the office.

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Technology Management 130

Money Talk

JANUARY 4, 2023

Last month, I presented my eighth annual (2022) Personal Finance Year in Review webinar for OneOp. Below are dozens of important events and trends from the past year: High Inflation- The consumer price index (CPI) started out the year at a 12-month percentage change of 7.5% in January 2022, reached a year-to-year high of 9.1% in November.

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Attorney Charlie Hall

SEPTEMBER 25, 2021

The criteria and requirements for claiming disability due to fibromyalgia are extensive, they include: • Symptoms of pain in joints, muscles, and surrounding tissues must be severe and present for three months. Documented evidence that rules out any other condition. Whether fibromyalgia prevents you from working. •

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Money Talk

NOVEMBER 22, 2022

When information comes at a “teachable moment,” interest in, and attention to, a presentation dramatically increases. Video presentations can be especially effective in financial education. We all filter new information through these lenses. This includes frequently posting content that is valuable to others.

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Money Talk

OCTOBER 25, 2023

Earlier this year, I taught a class and a webinar about inflation where I presented dozens of ways to mitigate the effects of rising prices through reduced spending. Inflation is down significantly from 2022 but still remains elevated.

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Money Talk

SEPTEMBER 22, 2022

Below are my take-aways from the conference presentation: Staggering numbers - According to various U.S. My role on the panel was to discuss the financial implications of the opioid crisis on individuals, families, and the country. Department of Health and Human Services reports, 10.1

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