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 empower 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
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!