ACING YOUR FINANCES
Providing The Foundation For Lifelong Financial Health
I've Worked With:
what I do
I create customized financial education programs that help students and employees develop healthy financial habits
classroom
A toolkit of customized offerings to develop students’ financial capability – from freshman orientation to senior graduation and graduate school
Set up incoming students for financial success while in school
Prepare graduating students to take charge of their finances in the real world
Provide all students with practical life skills around personal money management
workplace
Practical programs to drive behaviors toward financial wellness – tailored to your employees, your company, and your industry
Set new hires up for financial success during onboarding
Reduce anxiety over benefits selection
Drive healthy financial behaviors and decision-making year-round
Create customized workshops for affinity and other groups
Provide primer for summer interns/associates
Also Serving
Student Clubs and Organizations, Fraternities & Sororities, Non-Profit Organizations, Other Groups & Associations
the need
"We now have a lot more responsibility for managing our money. Everyone needs to know the ABCs of finance” - Annamaria Lusardi
0%
of students feel stressed about their personal finances
Source: National Student Financial Wellness Study by The Ohio State University
0%
of employees indicate they are not financially secure
Source: Workplace Benefits Report by Bank of America/Merrill Lynch
“Today’s session exceeded my expectations. I appreciate the concrete takeaways
”
“This [program] is excellent and I would highly recommend it. I am normally very scared of financial planning and this made it accessible.
”
OBJECTIVE
Unbiased and unaffiliated
No conflicts of interest
Do not market, sell, or receive compensation from other products or services
ENGAGING
Consistently high speaker ratings
Able to fluidly combine education and entertainment
EXPERIENCED
9 years teaching personal finance at Harvard
5 years teaching at Columbia/Wharton
Academic expertise on financial literacy best practices
KNOWLEDGEABLE
Forbes Personal Finance Contributing Writer
Key Note Speaker
Harvard MBA
“I really like that you are married to a doctor and actually can empathize with and understand our financial situation
”
“This is probably the most impactful course I’ve taken at Harvard so far.”
“Shahar expertly distilled a challenging topic into key learnings that were accessible and easy to understand. Our whole group is better prepared to make tough decisions . I’d recommend Shahar and his seminar to any group.” ”
Latest From The Blog
I share personal finance advice with millions of readers as a Contributing Writer for Forbes and The Huffington Post
Featured
“We are not a restaurant anymore, we are a takeout and delivery company” Ryan Pernice told me via telephone before heading back to the kitchen at his flagship site to oversee orders and set up an initiative, “Table & Aid,” which provides a free meal to food insecure individuals in the Roswell area.