Looking for a speaker? I am available for two types of engagements; The Help Fix My Finances Seminar as well as hourly speaking engagements on the topic of personal finances.
The Help Fix My Finances Seminar
Whether you have a small, medium, or large group, I can deliver a comprehensive overview of the Help Fix My Finances material over the course of two full days (7 hours each day). This seminar is great for people who traditionally shy away from personal finance matters, people who are afraid of being taken advantage of by their lender(s) or financial advisor(s), people who are habitually experiencing debt/money problems, and people who need unbiased guidance when it comes to their personal finances.
What We Cover
Day 1
- The Evolution of Credit
- How We Relate to Money
- Why Budgets Fail
- How to Successfully Repay Debt
- Understanding the Value of Having No Debt
- Automating Your Debt Repayment Plan
- Monitoring our Progress and Staying on Track
- How to Write a Basic Financial Plan
- Building Wealth
- Investment Product Basics
- Key Investment Concepts
- Speaking With an Advisor
- How to Evaluate Different Investment Funds
Note: The seminar can be broken into two individual seminars (7 hours each) if one area appeals more to your group. The topics are kept at a general level as the course is really intended as an "Introduction" to Personal Finances. All attendees will have a comfortable understanding of the materials discussed and will be able to speak confidently with industry professionals.
Materials Needed: Screen(s) large enough to accommodate the size of the group (materials are projected via Powerpoint), Power Hook-Up, Microphone, Wireless Internet (if available), I use my personl laptop and projector and provide writing materials for the group (pen & paper). As well, all attendees are entitled to 75% off the $47 Lifetime Membership to Help Fix My Finances, which includes all material presented on the website.
The Costs
Full Seminar
$1,000 during the week
$2,250 during the weekend
Split Seminar
$700 during the week
$1,250 during the weekend.
Note: these costs cover my travel and accommodation expenses, so no surprises there. As well, these costs are based on education
Contact me to discuss.
Hourly Engagements
I am available for hourly engagements. Topics or themes will be personal finance in nature, but the tone is much, much lighter. It is at the discretion of the host as to what specific subject(s) is/are covered. Rest assured that if the subject is in any of my areas of expertise (see About Me), attendees will have a strong understanding of the matter before the end of the engagement.
The Costs
$500 per hour, $1,000 minimum, plus travel and accommodations if outside Michigan, New York, Pennsylvania, Ohio, Illinois, and Southern Ontario Canada.
Contact me to discuss.
