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Manisha Thakor, Finance Speaker

Manisha Thakor

    Personal Finance Expert and Author

Fee Range

$10,000 - $15,000

Travels From

New Mexico

Manisha Thakor's - Personal Finance Expert for Women - Demo

Manisha Thakor's - Personal Finance Expert for Women - Demo

Manisha Thakor is the founder of the Women's Financial Literacy Initiative - where she teaches, writes, and speaks about personal finance for working women. Manisha teaches a highly regarded online personal finance class called “Money Rules...for Women.” She blogs about personal finance at ForbesWoman and The Huffington Post, and is the coauthor of two critically acclaimed personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED.

As a sought-after public speaker, Manisha’s financial literacy advocacy work has been featured in print and online publications such as: The New York Times, US News & World Report, Smart Money, Black Enterprise, Glamour and Real Simple.  Manisha’s national TV and radio appearances include CNN, CNBC, PBS' Nightly Business Report, ABC News Now, The Rachael Ray Show, and NPR’s 51%- The Women’s Perspective.

Previously, Manisha spent 15 years working in the financial services industry. At various points in her career Manisha has worked as an analyst, portfolio manager and client relations executive at SG Warburg, Atalanta/Sosnoff Capital Corp., Fayez Sarofim & Co., and Sands Capital Management. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College, and is a Chartered Financial Analyst (CFA) charterholder.

Manisha lives in Santa Fe, NM with her husband.


Learn the Five Power Steps to Financial Success
Do you want to live your life from a position of financial strength? Do you want to have financial choice, freedom, and power? If so, this talk is for you. During this session you will learn both tactical tips and mental frameworks that you can use to make the most of your hard earned money going forward. Specifically you will:

Hear us roar! We’ll kick off the session with a review of empowering, eye-opening statistics about working women in America today
Learn what 7 out of 10 Americans are doing wrong with their money…. and how you can avoid this pitfall with the money you are earning
Learn which 5 items will likely consume 50% of your lifetime earnings… and how you can make smart decisions about them
Find out if you (& other family members you may be responsible for) are on financial track… and if not, what to do about it
Get practical tips on how to more effectively communicate about money with your mate… especially if you are bringing home the bulk of the bacon.
Appropriate audiences: Women of any age

Strategies for Managing Your Retirement & Money
With increasing concerns about the future of Social Security, retirement planning is more critical than ever. Unfortunately, it is also an area that does not receive enough attention. Regardless of career, age or marital status, now is the time to prepare for your retirement and start talking money with your honey (or with yourself). This interactive workshop will explore the five pillars to retirement planning and provide you with practical tools and strategies to help you:

Determine how much money you need save for retirement
Learn how to invest your retirement savings – and how it should shift over time
Identify if and when you need a financial advisor (and how to find one)
Calculate how much money you can actually spend per year when you get to retirement
What to do if you are starting late in the process
Appropriate audiences: Women of any age, and especially those between ages 35 – 55

A Whole New Approach to Adding Value in Your Clients’ Lives
Study after study shows that money is one of the top sources of general life stress, fights in marriages, and causes of divorce. Yet, it remains the proverbial pink elephant in the bedroom. The investment management consultant who is forward thinking enough to take the time to help their individual clients “Get Financially Naked” will be rewarded with everything from increased client loyalty to more impactful financial plans and targeted asset allocations. In this session you will learn how to:

Add tremendous value to your clients’ personal lives by helping them “Get Financially Naked” with each other as spouses
Solidify your long-term relationship with your clients by helping them speak frankly inter-generationally about money, up and down the age spectrum
Draw out the necessary information from your clients to set the correct financial plan and asset allocation
Appropriate audiences: Financial advisors looking to increase client loyalty (talk can also be flipped, to explain to clients of financial advisors why it’s so important to really “get naked” with your advisor to maximize your relationship)

Speaking Topics:

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