Event Series

Your money mindset: Beyond the numbers

Presented by Principal®

About

Look beyond the numbers and explore the human side of money—where emotions, habits, relationships, and life stages shape financial decisions. Through expert‑led conversations, you’ll explore what drives your decisions, simple ways to manage financial stress, and begin to recognize patterns to help you connect your daily actions with your long‑term goals.

Select event to register for

Managing money, managing stress: Your holiday spending game plan, with Erika Wasserman

October 29, 2026 · 01:00 pm

The holidays are meant to be a time of connection, celebration, and lasting memories. But they can also come with financial pressure, stress, and unplanned spending. Join Erika Wasserman as she shares her expertise on how to rethink your holiday approach.

You’ll discover how to:
- Prepare for holiday expenses with a realistic spending plan, before they become overwhelming.
- Reduce financial stress using simple budgeting strategies.
- Approach gift-giving with intention by focusing on what brings meaning, not just what costs more.
- Create memorable celebrations through experiences, shared gifts, and refreshed traditions.

Presenters

Erika Wasserman

Erika Wasserman is a Certified Financial Therapist—one of only 150 in the world—and the founder of Your Financial Therapist. She helps people untangle the emotional side of money, turning financial stress into clarity and confidence. Erika brings her own lived experience—marriage, a move to Asia, divorce, single parenting, dating again, and loss—into her work with individuals and corporate wellness programs. She is the author of Conversations with Your Financial Therapist (Fall 2025), endorsed by Shark Tank's Barbara Corcoran.

Disclosures

The views and opinions expressed in these presentations are those of Erika Wasserman should not be considered those of the Principal Financial Group®. You should consult with appropriate legal counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

Erika Wasserman and Your Financial Therapist are not affiliates of any company of the Principal Financial Group®. The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392.

Principal®, Principal Financial Group®, Principal Asset ManagementSM, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services, Inc., a Principal Financial Group company, in various countries around the world and may only be used with the permission of Principal Financial Services, Inc.