Evensky, Deena 2020-10-02
This interview features Deena Evensky as she discusses her career in financial planning. In this interview, Evensky describes how she got into financial planning and her businesses and business relationships. She recalls how she got a faculty position at Texas Tech University. Evensky then goes on to explain some financial planning terms and her views on what holistic financial planning is.
General Interview Information
Interviewee Name: Deena Evensky
Additional Parties Recorded:
Date: October 2, 2020
Location: via phone
Interviewer: Zachary Hernandez
Length: 02:19:11 (2 hours 19 minutes)
Abstract
Introduction and background information; All the places she grew up in and her education; career; Being a Certified Financial Planner; Meeting Harold and becoming a business partner; Seeing Harold in a romantic light; Working for Texas Tech in a faculty position; The TTU financial planning graduates; Stories about other people in the financial planning field; Financial terms; COVID-19; Writing and the publishing process; Holistic financial planning; “Women in transition”; favorite classes
Access Information
Original Recording Format: born digital
Recording Format Notes: patrons may listen to audio in our reading room
Transcript: transcript available on dspace <https://hdl.handle.net/10605/374893 >
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