Presentations & Speaking Services

Organizational Financial Education Process

When you book me, you get more than just a speaker. You get a passionate financial education provider who is dedicated to your program’s success.

All my presentations are customized to best meet the needs of your organization and the participants. Lessons are selected to help support participants and I adjust my presentation style to match the learners’ needs.

In Addition to Speaking Services, We Provide Support & Resources.

Consultation & Support

We first seek to understand your needs; then we define clear objectives and design the presentations to accomplish those goals.

Communication

Rest assured that your event will go off smoothly. We list a step-by-step countdown of activities that will take place leading up to the event.

Participant Resources

Select from a variety of participant resources: student guides, handouts, and other financial education-based giveaways are available.

Marketing & Promotions

We provide you with information and resources that make event promotion easier. Prewritten copy, a full marketing piece, pre- and post-event promotions are offered.

Continuing Education

We ensure that participants feel supported in the long-term. You can select from a variety of continuing education resources.