Twight Financial Education, LLC
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Events

Twight Financial Education hosts events that bring strangers, friends & family, and even co-workers together to collaborate and strengthen personal finance skills. You may also find that these groups events provide the extra accountability only a cohort can compel.

Recent Events
Zombies and Zinfandel      See a theme here?
Riesling and Retirement
Mutual Funds and Merlot


Organizing Your Finances is held at Office Nomads. 

Get your act together so that your wishes are known, values shared and personal property is identified. For your family. See also links below: 
  • Your Digital Life
  • What Happens to Your Online Presence When You Die? 
  • What Documents Do You Need to Die With?

If you want to join the next cohort, let me know and I'll keep you up to date.

Workplace Classes
  • Ten Ways To Increase Your Financial Literacy!
  • Making Sense of Retirement Plans, which tax treatment, annual limits
  • Does It Say ATM on My Forehead? - How  to Really Talk With Your Kids About Money
  • Personal Money Smarts 101
  • Delayed Gratification is Money In Your Pocket!

Have Dana Speak in your Community 
  • Organize Your Family Finances
  • Identity Theft and Credit Cards
  • What Baby Boomers Need to Know About Their [Aging] Parents
  • Not Your Parents' Personal Finance - Challenges for Millennials
Selected presentation and
pro bono highlights



Getting and Keeping Good Credit for NW Employee Assistance (EAP) plans
2015-2019

Zombies and Zinfandel at Office Nomads, Spring 2016

WSBA Small and Solo Conference
CE presenter
July 2016

Workshop leader Red Pencil in the Woods, the biennial conference of the EDSGUILD
October 2015

 
Retirement Planning with with Air Force service-members in Spangdahlem, Germany
May-July 2015

Other Media:

USA Today March 2016
Deseret News March 2016
USA Today August 2015
US News August 2015
Denver Sun-Post
May 2015
Huffington Post May 2015
USA Today May 2015

Ask An Advisor on nerdwallet.com Ongoing
Wall Street Journal
 Profiled in September 2014

Seattle Times Financial Makeover August 2014



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