Virtual PD REGISTRATION

NGPF Speaker Series: How a Second Grader Beats Wall Street with Allan Roth, founder of Wealth Logic

Event Details

Date Icon Date

Thu, Aug 20, 2026

Time Icon Time

4:00 pm PST

Cost Icon Cost

FREE

Credit Icon Credit

1 NGPF Academy Credit

NGPF Speaker Series: Join us for an eye-opening conversation with Allan Roth, founder of Wealth Logic, CFP, CPA, and author of How a Second Grader Beats Wall Street — the classic book in which he taught his 8-year-old son a simple three-fund index portfolio that outperforms most professionally managed money after fees. A longtime contributor to AARP, Barron's, and the Wall Street Journal, Allan is one of the nation's leading voices for fee-only, fiduciary financial advice and a famously blunt critic of Wall Street complexity. We'll discuss why investing done right is simple enough for a child to understand (and why the industry works so hard to convince us otherwise), how fees quietly erode a lifetime of savings, what parents and teachers can borrow from his "second grader" approach when introducing kids to investing, and the red flags to watch for when someone tries to sell you a complicated financial product. You'll walk away with a refreshingly simple framework for building wealth — and the confidence to tune out the noise.

ABOUT VIRTUAL PDS

Virtual PD is a live Zoom, facilitated by NGPF, with teachers from around the country focused on collaboration and growth. Each session is fully interactive and designed to boost your content knowledge or build your teaching repertoire.