ON-DEMAND ADVISERS GIVE BACK WEBINAR
Rethinking Money in 2026:
A Fresh Playbook for a New Economy
The financial landscape is shifting fast — but the core principles of smart money management never go out of style.
This forward-looking session gives you a 2026-ready framework to organize your finances around what really matters: liquidity, safety, growth, and flexibility. You’ll leave with a clear, personalized action plan to navigate whatever the economy throws your way.
What will I learn?
In this forward-looking presentation, Jared Winkers, CFP® introduces a simple framework for making better financial decisions in an increasingly complex world.
By filtering out the "noise" of headlines and economic uncertainty, this session provides a signal-based approach to building wealth through repeatable behaviors rather than perfect timing. You will learn how to transition from relying on willpower to using a system-driven model built on four core pillars: Liquidity, Safety, Growth, and Flexibility.
You’ll learn how to:
-
Apply the “Four Pillars” model to every financial decision.
-
Sequence savings, investing, and debt strategically.
- Create a quarterly money check-in routine that keeps you on track.
What this means for you:
Confidence making financial decisions — even in uncertain times — and a roadmap for steady, sustainable wealth-building in the year ahead.
GET PERSONALIZED ADVICE
Want 1:1 help with your paycheck, taxes, and benefits?
Book a free one-on-one session with a certified financial planner volunteering through Advisers Give Back. They’ll help you decode your pay stub, adjust withholding if needed, and optimize benefits and retirement contributions—so you can keep more of your money and avoid tax surprises.
Advisers Give Back is a 501(c)(3) non-profit organization that makes it easier and more rewarding for financial advisers to give back to their community, while getting data-driven insights on the impact they're having.
We're on a mission to close the racial and gender wealth gaps by increasing access to independent financial advice for millions of Americans.
Company
490 43rd Street
Suite 350
Oakland, CA
94609
Links
Resources
©2026 Advisers Give Back, Inc. is a 501(c)(3) non-profit organization. All rights reserved.