Finances After 50 with Charles Schwab & Co.'s Carrie Schwab-Pomerantz (Ask Carrie)
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The last date listed for Carrie Schwab-Pomerantz: The Charles Schwab Guide to Finances After 50 was Wednesday April 23, 2014 / 6:00pm.
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Carrie Schwab-Pomerantz had a lot of good knowledge to share, but the program was disjointed and left me a little dissatisfied. Was it worth seeing in person? Probably not. Do I believe in the message of her book and the need to include financial skills in every basic education though? Yes, absolutely.
To be more specific, the event started with Carrie giving a short talk. She began with an overly long story of how her father hired her into the then 2-yr old Schwab brokerage as a lowly file clerk, then transitioned into the subject she is most passionate about: How we greatly *under*-value financial literacy in this country (I agree), how this undermines our collective future, and how we need to counteract this by teaching financial skills in school and, whenever possible, at home (also agree). Then she sat down for an interview where she was asked first about her book (so far so good), but things got odd when the moderator started asking questions submitted by the audience. For instance, Carrie talked early on about a 50-something woman with only $3,000 in savings... contrast that with audience questions about estate taxes, something Carrie said most Americans will not pay because their estates won't be worth enough.
With a stronger moderator who asked more interesting questions, transitioned more smoothly between topics, kept things focused, and followed up on some of Carrie's potentially meatier answers, it would have been a much better program. As it was though, it was only so-so.
About the Ticket Supplier: Commonwealth Club
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