Celebrate Financial Literacy Month on April 28 at this Virtual Event: How to Plan for an Emergency

April 28, 2021, Reuters —If we have learned one thing from the past year, saving for a rainy day (or even a pandemic) is paramount to financial wellness. When workers do not properly manage debt, expenses, caregiving, or healthcare costs, productivity suffers.

Celebrate Financial Literacy Month today by joining this special virtual event hosted by Reuters: How to Plan for an Emergency. Join Reuters’ editor Lauren Young and industry experts (see below) in an enlightening conversation as they share lessons and tools to put workers on the path to success.

Click here to register!

Speakers include:

Marguerita Cheng, CEO, Blue Ocean Global Wealth

Gary Cunningham, President and CEO, Prosperity Now

Greg McBride, CFA, Chief Financial Analyst, Bankrate.com

Moderated by: Lauren Young, Special Projects Editor, Reuters

Introduction by: Vishal Jain, Head of Financial Wellness Strategy and Development, Prudential

Marguerita In The News

April 23, 2026, GoBankingRates: "4 Ways Retirees Should Adjust Their Investments Amid the Iran War" — "When a world event such as the Iran War shakes the stock market, it can be difficult for retirees to take a breath and figure out whether they need to take action with their own investments," writes Chris Adams in today’s article on GoBankingRates. He turned to Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, for insight. Here's what she said.

TV Appearances

Search host Gregory Wilnau shares: "In this episode of Financial Planner Search, Marguerita (Rita) Cheng, CEO of Blue Ocean Global Wealth, explains why her practice always leads with financial planning before discussing asset management." Don't miss it!

Books by Marguerita Cheng

With my publisher, Hope Katz Gibbs of the Inkandescent PR + Publishing Co., I am so excited to share with you my newest book this year, "Diary of a CFP® Pro." Learn a month at a time how to flex your financial muscles using tried and true strategies.