The coronavirus pandemic is not just a public health crisis, but an economic one, as well. With the country in the midst of a historic recession, every American is feeling the pinch –from job insecurity, to rising healthcare costs, to investment volatility. The Path Forward virtual summit will bring together some of the top experts in personal finance to provide critical advice on spending and saving, and examine the psychology behind decision making, to help you stay financially sound during this time of unprecedented challenges.
Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.
Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.
In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.
In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)
In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.
In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.
Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.
Brandon Copeland is an entrepreneur and professional athlete playing in his 8th NFL season as starting linebacker for the New England Patriots. He received his bachelor’s degree in management and entrepreneurship from the University of Pennsylvania (Penn) in 2013. Off-the-field, Copeland is involved in a number of different business endeavors. He and his wife, Taylor, own and operate two real estate companies, as well as a nonprofit organization, “Beyond the Basics,” which helps young children reach their true potential. Copeland also serves as a professor at Penn, teaching undergraduates about financial literacy through a course called “Life 101.” Ultimately, his goal is to reduce the wealth gap by arming young adults with the tools needed to make smart money decisions. He is also exploring the film industry, currently working to bring a few of his creative ideas to life.
Eesha Sharma is Associate Professor of Business Administration at Dartmouth College’s Tuck School of Business. She earned a BSc in Finance and Marketing, an MPhil, and a PhD in Marketing at the NYU Stern School of Business. Prior to academia, she worked as an investment banking analyst in the Financial Institutions Group (FIG) at Goldman Sachs. Professor Sharma’s research revolves around consumer financial wellbeing, and how psychology and marketing can be used to understand and improve it. She is particularly interested in how consumers react to perceived scarcity, financial constraints, and poverty—both in their own lives and in the lives of others. Using a combination of behavioral experiments and field studies, she examines topics such as: how people behave when they feel poor, why people give to charity, and what factors may improve and/or worsen consumer financial decision making. Her work has been published in top journals including Journal of Consumer Research, Journal of Consumer Psychology, Organizational Behavior and Human Decision Processes, and Journal of Experimental Psychology: Applied. She teaches the MBA Consumer Insights elective at the Tuck School of Business.
Tiffany “The Budgetnista” Aliche, is an award-winning teacher of financial education and is quickly becoming America’s favorite, personal financial educator. The Budgetnista is also an Amazon #1 bestselling author of The One Week Budget and the Live Richer Challenge series.
Through her company, The Budgetnista, Tiffany has created a financial movement that has helped over 1 million women worldwide collectively save more than $200 million, and pay off over $100 million in debt, purchase homes and transform the way they think about their finances. These women that participate in this global movement call themselves, Dream Catchers.
Tiffany credits her experience as a preschool teacher for 10 years in Newark, NJ for defining her purpose behind The Budgetnista…education.
In 2019, Tiffany transformed her commitment into legislation when she partnered with Assemblywoman Angela V. McKnight to write a bill that was later signed into Law A1414 (The Budgetnista Law). This law made it mandatory for financial education to be integrated into all middle schools in New Jersey.
To further her mission Tiffany has created and teaches numerous financial classes both online and in person. Her signature course is her annual, Live Richer Challenge with over 900,000 women participating in one or more of her Challenges.
She also blogs about personal finance for The Huffington Post and The Budgetnista Blog, co-hosts an award-winning podcast, Brown Ambition, and has an online school, the Live Richer Academy that teaches women how to create, implement and automate their own financial education path.
The Budgetnista and her financial advice have been featured on Good Morning America, the TODAY show, PBS, TIME, The New York Times, The Wall Street Journal, Reuters, ESSENCE Magazine, FORBES, Fox Business, MSNBC, CNN/HLN. She is also the featured financial expert for the popular daytime talk show, The Real.
Winnie Sun is Managing Partner of Sun Group Wealth Partners, and is one of the most trusted and followed financial voices on social media. Her trending business tweetchat averages over 150 MM impressions per week on Twitter.
With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor.
She is frequently quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.
She serves as the host of LevelUp With Winnie, which airs on NASDAQ (8MM MUV), Amazon FIRE TV, and Roku, executive producer and host of ModernMom Mondays LIVE for Modern Mom (1.6MM MUV) and hosts a daily weekday livestream show on Twitter, Facebook, LinkedIn, Twitch, and YouTube.
"The Last Cowboy" according to the Wall Street Journal, Bill Perkins is one of the world's most successful hedge fund managers and entrepreneurs. After studying electrical engineering at the University of Iowa, Bill trained on Wall Street and later moved to Houston, TX where he made a fortune as an energy trader. Perkins is currently the CEO of BrisaMax Holdings, a consulting services firm based in the U.S. Virgin Islands.
Now at age 51, Bill views his career as an engine for personal growth and spends his time exploring the world, savoring his relationships, and taking in all that life has to offer.
DIE WITH ZERO is a labor of love project. Bill has been developing the principles outlined in the book since his first job making $16,000 a year in the 90's as a screen clerk for the New York Mercantile Exchange.
Carl Nassib is currently a defensive end for the NFL’s Las Vegas Raiders. He graduated from Penn State in 2015 with a Bachelor’s degree in biology. The former walk-on earned All-American honors in 2015, and won the Lombardi Award, Ted Hendricks Award, Lott IMPACT Trophy, and Big Ten’s Nagurski-Woodson Defensive Player of the Year. Nassib was drafted by the Cleveland Browns in the 2016 NFL Draft.
Rahel Solomon joined CNBC in March 2019 as a general assignment reporter. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms.
Most recently, Solomon was co-anchor of Eyewitness News This Morning and Eyewitness News at Noon for CBS 3 in her hometown, Philadelphia. She additionally anchored the station’s weekend morning news. Solomon first joined CBS 3 as a general assignment reporter in September 2015. Previously, Solomon was a reporter and fill-in anchor for KCNC-TV, the CBS-owned station in Denver. While there, she was named the Colorado Association of Black Journalists’ Broadcast Journalist of the Year in 2015. Prior to that, Solomon was a multimedia journalist for WSAZ-TV in Charleston, West Virginia.
Solomon graduated with high honors from St. John’s University, earning a bachelor’s degree in finance. She also earned a master’s degree from the Medill School of Journalism at Northwestern University.
Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.
As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.
Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.
Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.
Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.
Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.
Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.
An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.
Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.
She currently lives with her husband and two children in Westchester County, N.Y.
Dominic Chu is a senior markets correspondent for CNBC, located at the network’s Global Headquarters in Englewood Cliffs, N.J. He appears during CNBC’s Business Day programming and contributes to CNBC.com.
Previously, Chu was a New York-based markets correspondent for Bloomberg Television, where he covered the stock, bond, currency and commodities markets. During that time, he interviewed some of the world’s top money managers and business executives, and he also was part of the team that covered Hurricane Sandy and the Boston Marathon bombings. In addition, Chu handled sports business reporting for the network.
Chu brings extensive knowledge of the financial markets, having worked in sales and trading for UBS Investment Bank, mutual fund management for Hennessy Advisors and investment management for Seascape Capital.
He has spoken at numerous industry conferences and was a regular contributor to radio and television outlets across the country.
Chu holds a Bachelor of Science degree in hotel administration from Cornell University.
Tyler Mathisen co-anchors CNBC's "Power Lunch" (M-F, 1PM-3PM ET), one of the network's longest running program franchises. He is also Vice President, Events Strategy for CNBC, working closely with the network's events team to grow the rapidly expanding business.
Previously, Mathisen was co-anchor of "Nightly Business Report," an award-winning evening business news program produced by CNBC for U.S. public television. In 2014, NBR was named best radio/TV show by the Society of American Business Editors and Writers (SABEW). Since joining CNBC in 1997, Mathisen has held a number of positions including managing editor of CNBC Business News, responsible for directing the network's daily content and coverage. He was also co-anchor of CNBC's "Closing Bell."
Mathisen has reported one-hour documentaries for the network including "Best Buy: The Big Box Fights Back," "Supermarkets Inc: Inside a $500 Billion Money Machine" and "Death: It's a Living." Mathisen was also host of the CNBC series "How I Made My Millions."
Prior to CNBC, Mathisen spent 15 years as a writer, senior editor and top editor for Money magazine. Among other duties, he supervised the magazine's mutual funds coverage, its annual investment forecast issue and its expansion into electronic journalism, for which it won the first-ever National Magazine Award for New Media in 1997.
In 1993, Mathisen won the American University-Investment Company Institute Award for Personal Finance Journalism for a televised series on "Caring for Aging Parents," which aired on ABC's "Good Morning America." Mathisen served as money editor of "GMA" from 1991 to 1997. He also won an Emmy Award for a report on the 1987 stock market crash that aired on New York's WCBS-TV.
A native of Arlington,Va., Mathisen graduated with distinction from the University of Virginia.
Ed Murphy is President and CEO of Empower Retirement.
Money Survival Strategies
A crippled economy, coupled with historic unemployment rates, has turned many Americans’ personal finances upside down. Suze Orman will share the steps everyone should be taking RIGHT NOW to stay financially afloat.
Suze Orman, Author, Personal Finance Expert
Interviewer: Sharon Epperson, Senior Personal Finance Correspondent, CNBC
Live a “Richer” Life
Bill Perkins believes many people are living their life wrong when it comes to money. We’ll dive into his argument that it’s not dollars, but experiences that drive happiness and fulfillment.
Bill Perkins, CEO, Skylar Energy; Author, “Die with Zero”
Interviewer: Tyler Mathisen, Co-anchor, “Power Lunch”; Vice President, Events Strategy, CNBC
Game Plan for Financial Fitness
Sport can often be a metaphor for life. Two NFL stars will talk about the lessons they’ve learned on the gridiron, and how they apply to achieving financial fitness.
Brandon Copeland, Linebacker, NFL’s New England Patriots; Professor, University of Pennsylvania
Carl Nassib, Defensive End, NFL’s Las Vegas Raiders
Moderator: Dominic Chu, Senior Markets Correspondent, CNBC
The Psychology of Saving and Spending
Why do some of us spend more than we can afford, while others save every penny? It all boils down to behavioral psychology. How we perceive ourselves, and our wealth, can influence our actions, particularly when it comes to money.
Eesha Sharma, Ph.D., Associate Professor of Business, Tuck School Of Business, Dartmouth College
Interviewer: Rahel Solomon, General Assignment Reporter, CNBC
Money Hacks: Roundtable Q&A
Making money decisions during turbulent economic times can be challenging and overwhelming. Our panel of experts is armed with knowledge, and ready to answer your questions on how to achieve your financial goals at any age, in any situation.
Tiffany Aliche, Founder, The Budgetnista
Winnie Sun, Managing Partner, Sun Group Wealth Partners
Moderator: Sharon Epperson, Senior Personal Finance Correspondent, CNBC
During these ever-changing times, we are delivering answers to audience questions on all-things money and business.
Consumers from across the country will convene virtually for an immersive, virtual experience. You'll have the unique opportunity to learn from the industry's top experts in personal finance, and ask questions directly to them on how to create better money strategies to help you stay financially sound during these turbulent economic times.
The coronavirus pandemic is not just a public health crisis, but an economic one, too. As we navigate through this historic recession, CNBC is here to provide you with access to much-needed answers on all things money.
Since its inception, Empower Retirement has been guided by a vision to revolutionize workplace retirement savings.
We believe people deserve better than a one-size-fits-all solution. That’s why we take a collaborative approach to retirement savings that’s driven by personalization, simplification and exceptional service. And we’re committed to constantly improving this approach — by holding ourselves accountable and leading the way through innovation — so we can deliver the results our clients deserve.
The genesis of Empower dates back to 1891, when our parent company was founded as an insurance provider on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Financial and Putnam Investments came together to form an integrated workplace retirement savings company.
Empower Retirement is now the second-largest retirement plan provider1 in the United States, with more than 12 million participants2, yet our founding mission remains unchanged. We believe helping people pursue a better future means giving them the tools and resources to take control of their finances. That’s why we’re called Empower.
1 Pension & Investments Defined Contribution Survey Ranking as of April 2020
2 As of June 30, 2021.. Information refers to all retirement businesses of Great-West Life & Annuity Insurance Company and its subsidiaries and affiliates, including Great-West Life & Annuity Insurance Company of New York, marketed under the Empower Retirement brand.
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