As an investment manager and financial planner, I very much enjoy my work. Through the years, I’ve sought ways to speak about that work that are interesting to other people.
Years ago, using my background as a professional chef, I taught a class about investments using a four-course meal as the framework for creating a diversified investment portfolio. One night I did a “cooking demonstration” where I cooked dinner and talked about financial planning (fifty people attended!).
I have also done the ‘standard’ financial planning basics talks, for example on Financial Planning Days that cover the basics of personal finance.
Now my focus has shifted to understanding our behavior with money. It is a complex subject and each of us has our own personality and relationship with money. It is inherently part of who we are and how we make choices about investing and saving for retirement.