Community conversation recap · April 25, 2026
Your financial game plan, in one place.
The full recording, the complete slide deck, and the follow-up toolkit from Money, Tech, and Generational Wealth. Whether you joined live or are catching up, everything you need to act this month is here.
What is inside
Three things, delivered to your inbox.
01 · The full recording
90 minutes with Elise Diaz, CFP®, on the building blocks of financial independence, from emergency funds to generational wealth transfer.
02 · The complete slide deck
All 20 slides, including the four we did not get to live: the cost of waiting, the $80k tax example, education planning, and the seven-year home rule.
03 · The resource toolkit
Trust and Will, NerdWallet, Credit Karma, high-yield savings options, and the “Should I invest?” decision tree. Everything Elise mentioned, in one place.
Drop your email and we will send the full kit.
You get the recording and deck right away, then five short emails over three weeks: what we missed, the toolkit, and a check-in on your 30-day plan. No spam, no reselling, unsubscribe any time.
This recap is for you if you are…
- Starting to think seriously about financial independence, at any age
- Self-employed, a 1099 earner, or balancing W-2 and business income
- Wondering whether to focus on saving, investing, debt, or all three
- Planning for kids, family, or generational wealth transfer
- Looking for an honest conversation about money, not a sales pitch
- Pivoting careers and rethinking your financial foundation
“I have worked with Northwestern for 25 years and I wish I had started 40 years ago. It is never too early to start, and you are worth paying yourself first.”