One of the things I love to do is to educate others about financial matters. Whether to an endowment committee about spending policy, a retirement plan sponsor about fiduciary duty, retirement plan participants to understand how to make the most of their 401(k) plan, or to high school seniors about financial literacy, I always find purpose in my work when someone says “that was really helpful” or “I learned a lot.”
One of my most gratifying experiences was when a young woman heard my 401(k) education presentation and came up to me afterwards to tell me that she was very interested in what I spoke about and wanted to learn how to become financially responsible. Her parents had not been good financial role models for her, and she wanted to learn how to do things properly. She took my advice to heart, made drastic life changes to pay off her debt and began to save aggressively into her 401(k) plan. Now, years later, she is fully on track to save enough for retirement. It is my hope to make a difference in people’s lives.