The Wisest Investment:
Teaching the next generation to be financially savvy
 

An enlightening discussion on how to teach the younger generation about money

At what age should you teach kids about savings? How about investing? During this talk, featuring award-winning author Robin Taub, CPA, CA, you’ll learn what to teach kids—from preschool to grad school—about money, and how best to approach each subject.

You can expect to learn how to:

• Teach the Five Pillars of Money: Earn, Save, Spend, Share, and Invest
• Present age-appropriate examples, actions and guidelines for all five pillars
• Avoid common mistakes parents make when teaching about money
• Discuss finances in the age of social media, technology, a cashless society, and more

Click here to watch a replay of the event.
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Meet Robin Taub, CPA, CA

Robin Taub is a Chartered Professional Accountant (CPA, CA), keynote speaker and award-winning author. Her latest book, The Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life, gives parents the information, strategies and inspiration they need to teach their kids about money.

Robin has held professional positions in both audit and taxation at two of Canada’s largest accounting firms, and spent five years in the complex world of Derivatives Marketing at Citibank Canada. She is also passionate about improving opportunities for women CPAs to advance into positions of leadership. From 2008 until 2017, she was a member, and then Chair, of the Chartered Professional Accountants of Canada’s Women’s Leadership Council.

Robin graduated with a Bachelor of Commerce degree (with High Distinction) from the Rotman School of Management at the University of Toronto. She earned her Chartered Accountant designation and went on to complete the Canadian Institute of Chartered Accountants’ (CICA) In-Depth Tax Course. Robin values lifelong learning and participated in the Canadian Board Diversity Council’s Director Education Program.

She lives in Toronto where she and her husband have raised two (mostly) money-smart young adults, a son and a daughter. For fun, she loves to snowboard, cycle and go to concerts.

Moderated by Sandy Botcher       
Managing Partner

Sandy Botcher is currently the Managing Partner of the Northwestern Mutual-Southern Wisconsin Network and its offices in Middleton, Delafield, Janesville, Rockford, and Kenosha. As the Managing Partner, she is responsible for the overall growth of the firm and all services and operations of the organization. Prior to her current role, she was Vice President of Field Talent at Northwestern Mutual’s Corporate Headquarters in Milwaukee.

Botcher graduated with honors from the University of Minnesota Law School in 1990 and Winona State University in 1985. She currently sits on the Board of Trustees for the Boys and Girls Club of Greater Milwaukee.

Botcher and her husband Scott have two children. She spends her spare time traveling, making cookies, biking, and watching hockey.