Reading List

• The Wealth of Nations/Adam Smith: book on economics
  
  
• Security Analysis/Benjamin Graham & David Dodd: more technical book on stock valuation
  
  
• Stocks for the Long Run/Jeremy Siegel: an investment guide on equities; one of Siegel’s many “readable” financial books
  
  
• Who Moved my Cheese/Spencer Johnson: focuses on change or “volatility” and how different people react to change differently

Seminar List:

• Women and Wealth:
  Educating women on managing their wealth
  
  
• College Planning:
  Planning for your children and grandchildren’s future education
  
  
• Starting Early and Setting Foundations:
  How to plan for your goals while managing student debt, job transitions, and more

Financial Resources:

• Charity research (learn before you donate):
  charitynavigator.org | charitywatch.org
  
  
• Social Security Annual Reports (sign up for electronic delivery of annual statements)
  
  
• Federal Financial Aid for School (FAFSA) merit and financial based aid
  
  
• Find a lost bank account or insurance policy
  
  
• Tax questions? (tax laws change annually)