Program Categories
Program Categories

Speaker Programs in Finance

FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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How to Avoid Financial Stress
What Career Readiness Should Include
  

According to several surveys including a Forbes article outlining a 2017 survey by PricewaterhouseCoopers, PwC, 65% of millennials said they are stressed about their finances while on the job. This stress has been proven to affect one’s health, and the health of the company by causing absenteeism and loss of productivity. Colleges and universities due and excellent job in preparing their stu...

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Travels From: Los Angeles, CA
Fee Range: $2,500 - $5,000

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FINANCE (variety of programs available)
Customized Presentation for You and Your Attendees
  

Your next step is to schedule your brief 15 minute Discovery Call to brainstorm about your Finance presentation and your preference on how the content is delivered to your attendees. Schedule your call now! During your laser-focused call, Davy will gather the key information to understand your objectives, your organization, your people (attendees) along with your specific challenges and goals s...

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Travels From: Austin & San Antonio & Dallas & Houston, TX
Fee Range: $7,500 - $10,000

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MONEY AND HAPPINESS: FIVE WAYS TO REALIZE MORE OF BOTH!
Live Your Best Life!
  

Format: ​45-60 minute keynote or 1-2 hour breakout. This program is perfect for: ​People who want to increase their happiness and their bottom line. Corporate events Parent Education Series The audience will leave with: ​Actionable steps to live the life of your dreams. The courage to claim your own happiness. Information on prudent investing If the organizer would like, we can ...

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Travels From: San Francisco, CA
Fee Range: $2,500 - $5,000

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Fine-Tuning Your Financial Literacy
Simple Steps to Creating Financial Abundance
  

Fine-Tuning Your Financial Literacy will help your audience discover the power of taking charge of their finances, cashflow, and destiny. In this program, you will discover: - How discipline creates freedom in your financial world - Fighting off the monster of immediate gratification - How to find the right kind of expert at the right time Madeline's extensive experience in running a mult...

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Travels From: Newport News, VA
Fee Range: Open

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