The Recession Roadmap Retreat
November 18, 2022 @ 12:00 pm - 3:30 pm| $19
There’s no such thing as fully “recession-proofing” your life and finances, and anything that promises otherwise is just trying to sell you something. But you can hope for the best while preparing for the worst, and while a looming recession may mean financial hardships, there are many things you can do to protect yourself.
In this half-day retreat, our finance and career experts, hosted by TFD’s co founder and CEO, Chelsea Fagan and Creative Director, Holly Trantham, will help to demystify and destress the prospect of a turbulent market by helping you take back what is in your control.
We’ll invite you to take a hard look at your finances in anticipation of a potentially rough economy. Beyond just bolstering your emergency fund, we’ll cover: how to weather stock market storms, prep your budget for the worst (beyond having a simple emergency fund), and create your professional plan B all while continuing to grow wealth and work towards your long-term goals.
What Your Tickets Gets You:
- Access to the full event (including a recording watchable at your convenience)
- Participation in the live Q&A with all panelists
- A printable workbook that builds on the sessions of the day and provides the tools for recession proofing
- Access to early-bird pricing and discounts for upcoming events
Building A Recession-Resistant Budget: Led by a debt-free money expert, this workshop will take you through all the steps you need to budget for a recession, from setting up a bare bones budget as a back-up plan to making sure emergency funds go well beyond the normal buffer amount. Attendees will walk away with an actionable checklist and recession-era budget template for their own use.
Investing In A Scary Market: When there’s a market downturn, it’s important to stay the course and keep your investments so they can bounce back and continue to accrue returns in the long run. Led by a CFP and investing expert, this session explain why pulling out of investments during a recession can be a mistake, and how you can stay the course and not let the current market affect your long-term money goals.
The Career Mini-Makeover: There’s no denying that a looming recession brings about the potential for job loss for any of us, no matter how secure we typically feel in our positions. This career “makeover” will walk you through one of the most important things you can do in order to prepare for a recession: adding a new stream of income, and thus another level of financial safety netting, to your life.
Expert Q&A: A 45-minute audience q&a session with panelists at the end of the retreat, led by your hosts!
Meet Your Host
Chelsea Fagan’s Bio:
Chelsea Fagan is a writer and the founder of The Financial Diet. She lives in Manhattan with her husband and dog.
Meet Your Host
Holly Trantham’s Bio:
Holly has been with the TFD team since September 2016, and currently leads TFD’s editorial strategy and branded campaigns. In her free time, you can almost always find her devouring a romance novel or a slice of cake (or both simultaneously). She lives in Brooklyn with her husband and cat.
Meet Your Panelist
Emily Liou’s Bio:
Emily Liou is a career happiness coach and career expert at CultiVitae (www.cultivitae.com) that helps professionals land jobs they love via solution messages. She believes life is way too short to not wake up happy on Mondays. As a former recruiter and HR professional for Fortune 500 Companies and Silicon Valley startups, she knows exactly what allows professionals to stand out, get visible, and get hired. Emily’s career advice has been featured in Forbes, Fast Company, Business Insider, Fairygodboss, and The Muse. Through her career coaching programs and ecourses, Emily not only provides the strategies to make any career transition possible but also works from the inside out, allowing clients to build a positive self-image to conquer all of their ambitious goals.
Meet Your Panelist
Nika Booth’s Bio:
Nika Booth is an award-winning debt expert, personal finance content creator, and the Founder of Debt Free Gonnabe. She’s on a journey to tackle her 6-figure debt and so far has paid off nearly $80,000. Nika created Debt Free Gonnabe to document and share her journey and teaches others how to better manage their money and payoff debt, without sacrificing fun in a way that is easily understood, relatable, and judgement-free. She won the 2021 Plutus Award for Best Debt Freedom Content and her work has been featured on Business Insider, New York Times, CNN Audio, CNBC, & more.
Meet Your Panelist
Tara Falcone’s Bio:
Tara Falcone, CFA, CFP® is a finance expert and Founder and CEO of Reason. Reason is a goal-based investing platform empowering everyday investors to invest for specific goals in a more organized, intentional way. After graduating from Yale in 2011, Tara began her finance career as a hedge fund analyst in New York City. Years later, she became an entrepreneur to create financial solutions for people like her friends and family. Tara’s perspectives on investing have been featured on CNBC, WSJ, Barron’s, NBC News, Business Insider, Fortune, Katie Couric, and more.