Empowering employees to confidently take control of their financial future.
I deliver tailored presentations designed to enhance your employees’ financial well-being while helping your company achieve its goals. With my background as a CFP® professional, corporate leader, and frequent contributor to major media outlets, I bring real world insights and expertise to every session.
We can collaborate on topics that align with your objectives, or I can craft content from proven areas of focus. Whether it’s a one-time workshop or a series of sessions, I ensure each presentation resonates with audiences of all sizes.
WHERE I’VE SPOKEN
What You’ll Get
Customized Financial Wellness Talk
Each talk is designed to empower employees to take control of their finances, fostering peace of mind so they can focus on living fulfilling lives and advancing in their careers. These sessions provide a clear framework for setting personal financial goals and actionable strategies. Example topics include:
Managing Your Finances in the Midst of Economic Uncertainty
Figuring Out Where You Are - Compiling Your Financial Report Card
What You Need to Know About Investing
Pre-Planning and Session Details
Each presentation is fully tailored to your company’s unique needs, ensuring relevance and value for your team.
60 minute keynote or breakout presentation
30 minute Q&A session for deeper engagement
Pre-event planning call to fine-tune topics and goals
Review of employee benefits
What Makes Me Different
I bring more than just expertise; I deliver financial content that resonates with audiences. Here’s what sets me apart:
Simplifying the complex: Engaging storytelling that makes financial concepts easy to grasp
Approachable style: A personable, down-to-earth approach that fosters open questions and interaction
Tailored for you: Flexibility to adapt to your specific needs, creating a truly customized experience