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CWIM Live Q&A with the Author: “MoneyZen The Secret to Finding your Enough” Featuring Manisha Thakor (Hosted by CFA Society Dallas-Fort Worth)

Discover the power of “Enoughness.”

Overview

What does it mean to have a rich life? If a “never enough” mindset is holding you back from a happier and more meaningful life, you need to reimagine your relationship with work and money. In her book MoneyZen, Manisha Thakor reveals lightning rod concepts and tools for scaling back to create more time for the things that really matter. Learn how to free yourself from toxic and self-sabotaging behaviors so that you can effectively invest in both your financial health and emotional health.

Uncover why less really is more.

In this LIVE Q&A with the author, you can ask questions for a unique and inspiring discussion that you won’t want to miss!

You are encouraged to invite your colleagues for this complimentary interactive event.

Key Takeaways:

  • Get off the 24/7 hamster wheel of Hustle Culture

  • Eradicate the soul destroying belief that “Self-worth = Net worth”

  • Implement a new formula for a rich life: “Financial Health + Emotional Wealth”

  • Embrace “Joy-Based Spending” to squeeze maximum happiness out your hard-earned dollars

  • Experience “Achieving Less” as the real path to lasting success

About MoneyZen:

For anyone who has ever felt that they can never measure up, MoneyZen is your cure.

No matter your age, income, or profession, it’s all too easy to fall prey to the false belief that the amount of money you earn, or accomplishments you achieve, or praise you receive is just Never Enough. In MoneyZen, financial industry veteran Manisha Thakor candidly shares how she overcame toxic behaviors around work, money, and prestige that had threatened her relationships, her health, and her career, told alongside the inspiring stories of individuals from all walks of life who reveal their own struggles with “Never Enough.”

Through Thakor’s interviews with a wide range of interdisciplinary experts, you’ll learn how personal traumas, cultural influences, societal pressures, and even our own biology have conspired to make us believe that “more” is the answer to all our problems. And you’ll discover a unique way to reclaim your life using a formula that’s ultimately rooted in less: Financial Health + Emotional Wealth = MoneyZen.

The result is a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning.

Featured Speaker

Manisha Thakor is a highly sought after speaker and media commentator on the subject of personal finance. Audiences consistently rave about her authentic, upbeat, and straight-from-the-heart style of discussing personal finance.

As the founder of the Women’s Financial Literacy Initiative, Manisha teaches, writes, and speaks about the basics of personal finance for women. With the triple force of an MBA from Harvard Business School, she had the experience of building and running a $6 billion money management business. With her “girl next door” personality, Manisha is noted for her unique ability to stand with one foot on Wall Street and one foot on Main Street. Manisha’s core message is “Learning and acting on basic financial lessons early and often starting in your 20s, 30s, 40s and 50s will successfully place you on the path to financial nirvana.” Manisha teaches a highly regarded online personal finance class called “Money Rules” at Sympoz.com and is a Financial Fellow at Wellesley College.

She blogs about personal finance at Forbes and is the co-author of two critically acclaimed personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED. When asked why she focuses her energy on working with women, Manisha is quick to point out that the technical basics of Personal Finance 101 are essentially the same for both genders. However, she feels it is vital for women to grasp these concepts as early in life as possible, as statistically speaking, the vast majority of men die married while the vast majority of women die single. As such, women quite literally are the ones left holding the bag. And the bag is not a pretty one. For two-thirds of women over the age of 65, meager Social Security payments are their primary source of income.

Manisha Thakor’s financial literacy advocacy work has been featured in print and online publications such as: The New York Times, Reuters, Smart Money, Huffington Post, Glamour, and Real Simple. Manisha’s national TV and radio appearances include CNN, CNBC, PBS’ Nightly Business Report, NPR and The Rachael Ray Show. Previously, Manisha spent 15 years working in the financial services industry. At various points in her career Manisha has worked as an analyst, portfolio manager and client relations executive at SG Warburg, Atalanta/Sosnoff Capital, Fayez Sarofim & Co., and Sands Capital Management.

For more information or to submit your questions in advance, please email [email protected].


CFA Institute Qualified Activity: Eligible for 1.0 PL credit hours


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May 9

CWIM Original: “I Want to Be a Speaker. Where Do I Begin?” Featuring Sonya Dreizler (Hosted by CFA Society Seattle)

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