Are you looking for an engaging personal finance and real estate expert to speak at your next company event or conference?
I provide customized presentations to achieve the needs of diverse audiences by drawing on my extensive experience as a CERTIFIED FINANCIAL PLANNER™, a licensed real estate agent, and a regular contributor to financial news outlets - including leading TV, print, and digital publications.
what i bring
- Passion, energy, and excitement to every session, which keeps audiences engaged.
- Dynamic storytelling skills and the ability to distill complex topics into easy-to-understand, cohesive messages that both educate and empowers audiences.
- Pop culture references (e.g., Back to the Future) that keep presentations interesting, fun, and entertaining.
- 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. I can either 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.
how i can help
I speak on a variety of topics for consumer-focused audiences as well as for advisor sessions. Some examples include:
- Personal Finance 101
- How to Buy an Apartment in NYC
- All About Health Savings Accounts
- What to Look for When Choosing a Financial Planner
- Pre-Tax or Roth - How to Decide and Why It Matters
- Easy Ways to Save Money on Shopping
- Thinking Differently About Financial Planning Fee Structures
- How Employers Can Attract NexGen Talent
- Diversity and Inclusion - What It Is and Why It Matters
where i've spoken
how to get the process started
Click below to access the form and get the process started. I look forward to making your next event a success!