SPEAKING
Are you looking for an engaging financial wellness and career development expert to speak at your next company event or conference?
I provide customized presentations to help improve your employees’ overall well-being and achieve your company’s goals — drawing on my extensive experience as a CERTIFIED FINANCIAL PLANNER™, corporate professional, and regular contributor to top media outlets.
I’ve had the privilege of working with leading companies across a variety of industries, including the technology, finance, arts and entertainment, and non-profit sectors.
I can brainstorm presentation topics with you or develop content based on pre-vetted areas of focus. My services can span single or multiple sessions, for audiences of all sizes.
Click the button below to start planning your next event. I look forward to partnering with you!
where i've spoken
what i bring
Passion, energy, and excitement to every session.
Dynamic storytelling skills and the ability to distill complex topics into easy-to-understand, cohesive messages.
A sense of humor and an accessible style.
Visually appealing slides that effectively illustrate major points.
A personable approach that facilitates productive Q&A sessions.
Flexibility in order to address your specific needs and objectives.
How I Can Help
I can speak on a number of financial wellness and career development topics, including any concepts covered in my book.
Financial Wellness / Personal Finance
Financial wellness talks are designed to help employees take control of their finances so they can gain peace of mind and re-focus their energy on living great lives and progressing in their careers.
These sessions provide audiences a framework for developing personal financial goals and strategies for getting where they want to go. Potential topics include:
Managing Your Finances in the Age of COVIDFiguring Out Where You Are — Compiling Your Financial Report CardWhat You Need to Know About Investing
Career Development
Career development talks are designed to reinforce the benefits of an employee’s current role and company, while introducing them to creative strategies they can use to gain new skills and expand their network — often providing employees with a newfound appreciation for their role, team, and company. Potential topics include:
How to Turn the Job You Have into a Job You LikeHow to Start a Side Hustle to Grow New Skills
What’s Included
60 minute keynote or breakout presentation
30 minute open Q&A (Optional)
30 minute pre-event planning call (Optional)
Review of relevant employee benefits to customize presentation