The Ten Mistakes People Make with Their Money (and how to avoid them!)

Wednesday, March 25th | 12:00–1:00 PM EST | Zoom

Join Amy Jamrog, CFP®, CEO of The Jamrog Group, for a candid conversation about the money decisions that shape your life, your family, and your legacy. She’ll share perspective on the top ten money mistakes people make, and the considerations that often surface during life’s most pivotal transitions.

Here is a sneak peek at the Top 10 Money Mistakes:

1. People don’t understand what they have
2. People don’t understand what they spend
3. People don’t take the time to understand and strategize about taxes
4. People do not think about math before they marry
5. Many mistakes get made during divorce
6. People often misunderstand, and underestimate, the importance of insurance
7. Your wishes might not be consistent with your beneficiaries
8. People do not know how to approach their elderly parents about their plans and intentions
9. People do not have a philosophy when it comes to their charitable giving
10. People often don’t take the time to create their legacy

Meet the Facilitator

Amy Jamrog, CFP®, CDFA®

Amy Jamrog is a Certified Financial Planner®, a Certified Divorce Financial Analyst®, a best-selling author, speaker, coach, and the founding partner of The Jamrog Group.

Over the past 28 years, Amy has helped thousands of individuals, families and business owners redesign their relationship with money.

To learn more about how Amy educates her clients, check out her book Life Savings Conversations.

And if you’d like to build more celebration into your life, Amy’s book Confetti Moments will show you how!

Amy has a Bachelor of Arts in American Literature & Creative Writing from Middlebury College. She also holds the following designations: Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), and Chartered Advisor in Philanthropy (CAP®).

Amy and her partner Kim live in South Hadley, Massachusetts. They have two children, Charlie and Jane, as well as their dog Paisley. When not in the office, Amy can be found paddleboarding at the lake, or in her cowboy boots enjoying a country music concert!

Life Savings Conversations is available at your local bookstore! Ask for it at Olive Tree Books-n-Voices

This event is open to the community due to support from people like you.

If you are able, consider supporting this event with a $5 donation.