SEPTEMBER LUNCHEON GUEST GIVES PRESENTATION ON PERSONAL FINANCE

Former monk turned financial advisor, Doug Lynam, gave a fun presentation at September’s monthly luncheon. Doug introduced the topic of sustainable money management, where you can invest ethically to grow your wealth. Doug led the group through a PowerPoint presentation filled with illustrated cartoons that helped him tell his story, which involved his childhood in a rich family, the long-haired hippie days running away from materialism, time in the Marine Corps looking for selfless service, and his twenty years in the monastery under a vow of poverty where he began helping alleviate others’ financial burdens.

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This all led to his current profession as a financial advisor. Doug’s book, From Monk to Money Manager, provides clear, step-by-step guidance on how to grow “a little bit wealthy.” His insights include how to vanquish debt, invest ethically to grow wealth, conquer your psychological money monsters, establish an emergency fund, create and stick to a good budget, start your own business, and share your wealth intelligently. You can contact Doug Lynam, Chartered Retirement Plans Specialist℠ and ESG Fiduciary™ at [email protected] or call 505-988-9555.

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