Financial Literacy Presentations


Over the last 15 years, I have been fortunate enough to speak at conferences, teach financial literacy and present to thousands of people. It’s a craft I am still building, but I find it very rewarding. My cost varies based on the organization’s ask. If you are a charity helping foster children make good choices, I won’t charge anything beyond my expenses. If you are a law firm wanting to help the partners invest efficiently within their Hold COs, I will charge for my time. Reach out and let me know how 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.

What Does it Cost?




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