Services

PRESENTATIONS

Presentation length is based on selected subjects, focus area, and level of depth. Presentations can be virtual or in-person.

1 hour presentation
• 1-2 topics
• Overview / highlights 

4 hour presentation
• 3-5 topics
• Highlights, overview, in depth on some topics 

8 hour presentation
• 1-2 detailed topics or 5-6 overview of several financial subjects

INDIVIDUAL PLANS

Includes talking with individuals or families to discuss any of the topics offered in presentations; most typically budgeting, college funding, risk management, investing, or estate planning.

PRESENTATION TOPICS

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Get in touch

To learn more about my services or book a presentation, send me a message.