The Bess Tea Keynote Speaker: Megan Gorman

The author of All the Presidents' Money will deliver a keynote talk on the fascinating financial lives of Bess and Harry S. Truman. Don't miss this insightful talk, followed by a book signing where you can meet the author.

Megan Gorman, originally from Cape May, is the founding partner of Chequers Financial Management, a San Francisco-based firm specializing in tax and financial planning for high-net-worth individuals. This female-owned business serves a diverse client base, including entrepreneurs, corporate executives, and families with inherited wealth. Trained as an attorney, Megan thrives on the challenges of navigating complex financial landscapes. Her expertise has earned her spots on Forbes' 2024 Best In State Wealth Advisors and America’s Top Women Wealth Advisors—Best in State lists for 2024 and 2022. Megan began her career as a Vice-President at Ayco, a Goldman Sachs Company, and BNY Mellon Wealth Management. She holds a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law. Currently, Megan is a member of the National Endowment for Financial Education (NEFE) Board of Trustees, where she also chairs the Investment Committee, which manages a $200 million endowment. In addition to her leadership roles, Megan contributes to Forbes as a Tax and Personal Finance writer.

This event is free and open to the public but does not include Museum admission.

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Host or Publisher Harry S. Truman Presidential Library & Museum