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Personal Finances
Multiple Topics

Financial planning


Travels From: Arlington, VA
Fee Range: FREE

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Money & Your Brain: How Cognitive Biases Undermine Investment Results
(and what to do about them!)

Most people are poor investors. According to one recent study, the average equity fund investor lagged the overall U.S. stock market by more than seven percentage points per year between 1984 and 2013. Bondholders did just as badly. Given the impact of compounding, most investors are costing themselves hundreds of thousands of dollars over a lifetime by relying on instinct, emotion, and predic...


Travels From: Madison, WI
Fee Range: $2,500 - $5,000

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Stop Talking About Money
Having the Honest Conversations Our Clients Need

Many of us follow life’s traditional path: education, marriage, kids, house, career, save, retire. As planners, we know how to help our clients reach these goals. But the real value comes in helping clients acknowledge the goals and dreams they’re too scared to admit to themselves. Divorce rates are steadily high and nuclear families are in the minority. What if we could help a client ...


Travels From: Las Vegas, NV
Fee Range: $1,000 - $2,500

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Women and Finances
Managing Your Money Well

Although this presentation could be for men or women, women often feel left out of financial decisions and it is therefore tailored for them. Does money intimidate you? Are you hopelessly in debt? Do you struggle with money never seeming have enough? Do you need to invest your money to reach future goals? Do you want to make sure your assets go to your family and charities in the way that you ...


Travels From: Atlanta, GA
Fee Range: $500 - $1,000

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Getting Fiscally Fit- And other Topics
Seminar Menu

Seminars Our "content rich" workshops are informative, inspiring, and enjoyable topics for one and all. This generic information, combined with the delivery by the Professional in that field creates a real life journey for our seminar participants. Our information is drawn from news, statistics, personal stories and experiences. We combine an enthusiastic and informative approach further ad...


Travels From: Houston, TX
Fee Range: Available Upon Request

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