January Blog Digest
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In This Digest

This month’s digest features two great blogs definitely worth reading! Mark explains how to better achieve your financial goals in car terms and Evelyn shares six steps to better habits.

Don’t miss our Office Announcements near the bottom for the latest on what is happening at Inspired Financial.
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On Your Road to Financial Success, What Car are You Driving?

Posted January 4, 2017 by Mark Prendergast

Mark shares thoughts on the optimal process for achieving your financial goals with a car analogy to showcase the services/processes that our financial planning approach embraces.
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Six Steps to Better Habits

Posted January 18, 2017 by Evelyn Zohlen

A recent report suggests that there are actually six ways to improve your follow-through on self-improvement. In this blog post, Evelyn expands upon these helpful 6 tips to build better habits.
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“Leadership is not about encouraging people. It’s about stimulating them. It’s about enabling them to achieve what they can achieve – and to do that with a purpose.” 
~Christine Lagarde

Office Announcements

Evelyn will be speaking at TD Ameritrade’s national conference in San Diego in early February. One of her sessions will focus on the effective use of technology in a successful financial planning practice and her second presentation will suggest ways to increase the number of women in our profession because, according to Evelyn, “women make outstanding financial planners.” 

Kevin is excited to be co-presenting at the Financial Planning Association (FPA) Ventura County education meeting in February. The presentation is entitled, “Financial Planning in the Midst of Divorce,” and they will discuss the important issues to address when working with a divorce client, including drafting the property settlement, doing a financial projection, collaborating with professionals, and managing expectations. In early February, he will also be attending a seminar on efficient rebalancing techniques using award-winning technology offered through TD Ameritrade called iRebal.

Mark & Evelyn’s son Josiah Prendergast & his wife Lindsey are moving to Sacramento.  He is advancing in his legal career with this move to Weintraub Tobin, ranked by US News & World Report as 2017 “Best Law Firms” for the 7th consecutive year.
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