Financial Literacy Presentations
Over the past 15 years, I’ve spoken at conferences, taught financial literacy, and presented to thousands. I’m still sharpening the craft, but it’s some of the most meaningful work I do.
My fee depends on the ask.
If you’re a charity helping foster kids make better choices, I’ll do it for free—just cover my expenses.
If you’re a law firm looking to optimize partner investments through a HoldCo, I’ll charge for my time.
Either way, reach out. Let’s see if I can help.
Investing Basics
Learn investing fundermentals
Retirement Planning
Learn what you need to be thinking about to live the retirement you want
Taxable Investing Basics
Learn how to build wealth outside of registered products
Budgeting 101
Learn how you can create systems around cash flow management to improve your odds of sucess.
Wealth Creation For Corporation Owners
Learn the basics for achieving financial goals with the tax deferral mechanics of a corporation
Bullet Planning
You book me for the day, and I provide personal high-level guidance to multiple people.
The Cost of Financial Literacy Presentations