Financial Education

This ZIP Reads summary provides key takeaways and analysis from Tony Robbins' national best-selling book, Awaken the Giant Within. His life-changing self-help book teaches you how to take control of your life from day one and realize real change in your life. Please note: This is a summary and analysis of the book and not the original book. If you'd like to purchase the original book, it is available from Amazon and Audible.

Attorney Patrick Kelleher takes the listener through a step-by-step process in order to better understand the planning process. Estate planning is critically important for seniors and for their family members, who need to be prepared in the event of a loved one’s illness or passing. Without a written plan, the consequences can be extremely costly for your family members. If you or an aging loved one have been putting off estate planning, this book will help you start with the basics.

After over a decade of reflection and introspection, Ben Bernanke, Henry Paulson, and Timothy Geithner collaborated to produce a comprehensive, non-technical, easily digestible review of the 2007-2009 US financial crisis. Published in 2019, Firefighting provides both a complete overview of their experiences for future crisis management, while also defending their actions and policies made at the time.

Kids Making Money introduces children to the different ways adults earn money from jobs and helps them think about age-appropriate jobs kids can do, too. Ages five to eight.

Sharing with Others explains the values of charity and sharing one’s earnings and time. The book helps young children see the benefits of sharing their time and money. Ages five to eight.

Have you ever considered writing your first book or book series or pursuing a part - or full-time writing career? Would you like to tell people about your unique experiences, talent, or skillset, and maybe develop a following and become an influencer? There are many creative and professional benefits to freelance writing, plus you can leverage a book into other opportunities, like promoting and enhancing your consulting brand and business, building your influence and authority as a public speaker, and creating additional sources of passive income.

Objective: Develop an understanding of the bank’s money laundering, terrorist financing (ML/TF), and other illicit financial activity risk profile. Based on the bank’s risk profile, develop a risk-focused examination scope, and document the Bank Secrecy Act/anti-money laundering (BSA/AML) examination plan. Examiners assess the adequacy of the bank’s Bank Secrecy Act/anti-money laundering (BSA/AML) compliance program, relative to its risk profile, and the bank’s compliance with BSA regulatory requirements.