Success with money isn't about IQ, how good you are at math or how much you earn; it's about behavior. Understand your beliefs about money and learn tools to successfully improve your financial well-being. 

This is the first of a 4-part personal finance series for young adults and families. 

Event speakers: Carly Matthews, CFEI, and Alex Caswell, CFA, CFP®

Connect with Carly Matthews:  LinkedIn | Facebook | Twitter | National Financial Educators Council 

Connect with Alex Caswell: LinkedIn | Facebook | Twitter | YouTube  

Matthews is a certified instructor through the National Financial Educators Council. She has been a financial literacy advocate for over twenty years working with organizations such as Junior Achievement, Girl Scouts, BizWorld, Full Circle Fund, Bay Area Financial Education Foundation, Creative Wealth International and the JumpStart Coalition. She has participated in roundtable discussions at the SEC Office of the Investor Advocate, the Saks Fifth Avenue Fearless Women Speaker Series and the Advisory Board for Junior Achievement. Matthews currently speaks on behalf of multiple organizations to empower individuals to take control of their personal finances. 

Alex Caswell, CFA, CFP®, is a Financial Wellness Coach and Financial Planner at RHS Financial. Alex advises entrepreneurs, business owners, and employees of technology companies to provide personalized investment management and financial planning experience. His mission is to help people live a life in charge of their financial journey. Alex has attained the Chartered Financial Analyst designation and the Certified Financial Planner® designation, indicating his skill in the wealth management industry and his oath to uphold the highest ethical standards.