Success with money isn't about IQ or how much you earn; it's about behavior. Understand how emotions, beliefs and the effects of advertising can affect your relationship with money.

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 

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

Carly Matthews is a certified financial education instructor. 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. She 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. Caswell 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. Caswell 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.