Customized partnership

Finances are stressful — and many individuals lack the basic skills to get their financial lives under control. That takes a toll on their health and their work, and their productivity and it explains why many employers and corporations have stepped up to provide financial wellness solutions for the individuals they serve. (It inspires loyalty and gratitude, as well as health and productivity.)

Partner with me on a customized program. My team and I develop integrated, multimedia solutions oriented toward the needs of your organization. Components can include: Consulting, webinars, podcasts, videos, articles/blogs, newsletters, special events, educational materials and daily money tips.

Learn more here.

Speaking appearances

Invite me to keynote at your conference (or emcee the whole thing). I’m also a skilled moderator and panelist. These programs can be delivered remotely as webinars, as well. All topics can be customized with your audience specifically in mind. In addition to speaking to audiences of consumers/investors I also address professional audiences. Q&As and book-signings are often included.

Recent Keynote Topics Include:

• AgeProof: Living Longer Without Running Out Of Money Or Breaking A Hip:

  Your health and wealth have become almost inextricably co-dependent. Fortunately, the same scientifically-proven strategies can help you improve in both areas of your life. This keynote highlights those most relevant to your group.

• Money Rules (customizable for your audience):

  …To Rescue Your Retirement
  …All Women Need To Know
  …For Raising Money Smart Kids
  …To Start Building A Financial Life

• Women and Money:

  Anyone who tells you women don’t need financial advice specifically for them is wrong. Women, whether we’re the caretakers, the breadwinners, or both, face a unique set of financial challenges. But as a decade of research into neuroeconomics and behavioral psychology has revealed, we are also uniquely qualified to handle them. I’ll take you through the steps women need to take today to live comfortably (and worry-free) tomorrow.

• What The Country’s Wealthiest, Most Successful People Do Differently:

  Why is it that some people seem to move relatively easily from a paycheck-to-paycheck lifestyle into financial comfort or wealth, while others get stuck — or worse, fall back? I’ll reveal the findings of my proprietary study of 5,000 people that shows wealthy, successful people have both habits and personality traits that less successful individuals are missing.

• For Financial Professionals:

  What your clients need to know — and how to get your message across. I’ve made a career out of talking to individuals about their money in language they can hear and understand. As financial advisors and other professionals aim to bring spouses into the tent and appeal to the next generation, this is crucial information to have. Plus, I address the most pressing holistic concerns clients are facing, so that you can do the same.

Book an appearance here.

Social campaigns

Social media is a fantastic way to engage with your employees, clients and customers. I work with companies on campaigns and promotion around those campaigns with Facebook Lives, Twitter Chats, Instagram Takeovers and more.

Find out more here.

Financial wellness Programs

Implement one of my “off the shelf” programs. Originally designed for the retail consumer, these programs are readily and easily leveraged by all kinds of organizations.

• Money School:

  A series of six 45-minute video classes on the building blocks of personal finance, including budgeting, saving and investing, and protecting what you have with insurance and an estate plan. Each class is divided into 5-7 minute segments with quizzes for reinforcement. Deliverable in a go-at-your-own-pace format on your platform. AgeProof Money School students head here.

• The Debt Diet™:

  Developed with Pro-Change Behavior Systems, this computerized solution takes individuals through the necessary steps of behavior change to eliminate debt — for good — and start saving for the future.

Find out more here.