What's it all about?
We’re bringing together some of the most respected visionaries in behavioral finance, fintech, financial planning and wealth management to discuss the books making a major impact on our industry.
Engage with the authors themselves, as well as a network of peers and industry leaders eager to learn, challenge each other’s thinking, and apply new perspectives to life and work.
We’ll meet virtually on the last Wednesday of every month, from 3:00 - 4:00 PM ET. There’s no need to read each month’s book ahead of time; you can still participate in an engaging and valuable conversation.
Thursday, December 12 at 3:00 PM ET
“How To Retire: 20 Lessons for a Happy, Successful, and Healthy Retirement”
By: Christine Benz
What are the secrets to a healthy, happy, and wealthy retirement?
To answer that question, longtime Morningstar columnist and podcaster Christine Benz asked 20 retirement thought leaders to go deep on a single lesson that they believe contributes to success in retirement. Whether you’re preparing for retirement or already living it, these lessons offer a roadmap to maximize your life’s most important chapter.
Meet the Author
Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors. She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.
Past Selections/Readings
Dr. Daniel Crosby, Author "The Soul of Wealth - 50 Reflections on Money and Meaning"
October 2024 Selection
Amy Buttell, Author “Get Your Book Done In This Lifetime”
September 2024 Selection
Bart R. McDonough, Author of “Cyber Guardians - Empowering Board Members for Effective Cybersecurity”
August 2024 Selection
Andree Mohr, Author of “Center Stage - How to Become the Star of Your Practice”
June 2024 Selection
Lori Van Dusen, CIMA®, Author of “Running with Grace: A Wall Street Insider’s Path to True Leadership, a Purposeful Life, and Joy in the Face of Adversity?”
May 2024 Selection
Samantha Russell for Ryan Russell, author of: “My Annoying, Irritating, Always-in-the-way Shadow.”
March 2024 Selection
Lawrence Sprung, CFP®, Author of "Financial Planning Made Personal: How to Create Joy and the Mindset for Success"
January 2024 Selection
Dr. Mary Bell Carlson and Jonathan S. Walker, co-authors of: “Anchors, Ostriches, and a Hot Pair of Scissors: Navigating Human Behavior as a Financial Professional.”
December 2023 Selection
Ryan H. Law: Student Loan Planning: A Borrower's Guide to Understanding and Repaying Student Loans.
November 2023 Selection
Berta Aldrich: Winning the Talent Shift: Three Steps to Unleashing the New High Performance Workplace
October 2023 Selection
Paul Saganey, CFP: Optimizing the Financial Lives of Clients
September 2023 Selection
Hal Hershfield, Ph.D.: Your Future Self - How to Make Tomorrow Better Today
August 2023 Selection
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®: Find Your Freedom - Financial Planning for a Life On Purpose
July 2023 Selection
Brian Portnoy, Ph.D., CFA: The Geometry of Wealth - How to Shape a Life of Money and Meaning
June 2023 Selection
John O’Connell: Rise of the Activist Investor - Your Handbook on Leading Sustainable Corporate Change as an Individual Activist Investor
May 2023 Selection
Wade Pfau, Ph.D., CFA, RICP: Retirement Planning Guidebook - Navigating the Important Decisions for Retirement Success 2nd Edition
April 2023 Selection
Why You’ll Love our Book Club:
Grow Personally and Professionally
Engage with your peers, expand your horizons, and be inspired to think differently about our industry’s most important topics.
Learn from Leading Experts
Gain valuable perspectives from influencers and subject matter experts on current industry events and critical issues.
Be the First to Hear Industry-Shaping Insights
Focus on where our industry is going, not where it’s been, by joining important conversations with those helping to shape the future.
Meet your Host:
Tina Powell
Chief of Community
Tina Powell is a trailblazer in the digital marketing industry, with over 20 years of experience driving growth for financial services companies. At Intentionly, she works alongside Co-Founders Kelly Waltrich and Meghan Richter, revolutionizing how financial technology and services companies approach marketing. Tina founded C-Suite Social Media, a high-growth digital marketing agency acquired by Intention.ly, and hosts an industry-renowned podcast, In The Suite.
What to Expect
Our goal is to facilitate an engaging conversation with each month’s featured author and our book club members. While reading the selected book ahead of time will enhance your understanding of the topic, it’s not required to attend!
Each month during the live sessions, you’ll have the opportunity to:
- Meet the book’s author
- Ask questions directly about the topic
- Connect with peers and industry leaders
- Enter for the chance to win a free book and a $100 Amazon gift card
- Learn from subject matter experts about how to apply key insights to your life and work