When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance, Financial Analysis, even though she already had a Ph.D. in education. Active in her profession, Peggy is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is also a consumer advocate for financial issues, including a mandatory fiduciary duty from financial professionals, through her membership on the Legislative and Regulatory Issues Committee of the Financial Planning Association. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.
About 52 Weeks to Prosperity Ask Peggy Doviak: What Your Accountant, Banker, Broker & Financial Adviser May Not Tell You
Prosperity is so much more than money, especially when everyone’s definition of prosperity is different. 52 Weeks to Prosperity is designed to help you shape the future that fits your definition of being prosperous.
In easy-to-digest installments, 52 Weeks to Prosperity covers 52 weekly financial planning topics. Each chapter offers an introduction to that week’s topic with pointers for different age groups, along with activities and exercises that help you put that lesson into practice. Do you have a mastery of your cash flow? Insurance? Investments, retirement, taxes, and estate planning? For each topic, Peggy will walk you through the process she has designed during her career as a highly respected expert in the field of financial planning. Whether you’re on the verge of finishing your college education, a busy parent with children who keep you fully scheduled, an empty nester or retiree, this is a must-buy book for you.