Learning Center

Asian-American/Pacific Islander Knowledge Circle: Timeless Wisdom for Financial Wellness

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We are excited to welcome guest speaker, Spencer Sherman, one of the country's top wealth advisors, who will be discussing "Timeless Wisdom for Financial Wellness."  Spencer's work is about helping client's overcome their fears and anxieties to embrace a resilient, empowering attitude toward their finances. 

In this session, he will lead the group in an experiential event through guided meditation, as well as discussions and practical tips on how we can bring emotional intelligence to money, that can transform our client's financial life into a source of peace, kindness, connection, and joy.

Spencer Sherman

Founding CEO

Abacus

Spencer Sherman earned his MBA from the Wharton School of the University of Pennsylvania and is the founding CEO of Abacus, an impact and mindfulness based independent financial firm with over $4 billion under management. Spencer is the author of The Cure for Money Madness and The Money and Spirit Workshop, and he believes that all of us can experience ease and purpose with money, regardless of how much we have. His 30-year meditation practice guides his transformative work with money.

Learn more at:
https://abacuswealth.com/team/...

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Asian-American/Pacific Islander Knowledge Circle: Timeless Wisdom for Financial Wellness
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available