Speaking & Workshops

I speak to universities, nonprofits, community organizations, corporate teams, business groups, and audiences looking to build financial clarity and confidence.

My speaking audiences include students, women’s leadership groups, donor development teams, alumni foundations, first-generation wealth builders, and individuals navigating financial transitions such as inheritance, divorce, or career change. I also partner with nonprofits, chambers of commerce, and community groups that want empowering, practical, and system-aware financial education for their communities. 

I speak on wealth building, inheritance, donor education, financial literacy, business owner strategy, charitable giving, and money empowerment.

Popular speaking and workshop topics include:

• Women + Wealth: building confidence, clarity, and power
   
• Navigating inheritance with intention (DAFs, taxes, planning, emotions)
   
• Financial literacy for students & first-generation wealth builders
   
• Donor education for universities & nonprofits
   
• Wealth strategy for entrepreneurs & business owners
   
• Generational wealth and legacy planning
   
• Using financial planning as activism for marginalized communities
  All sessions are tailored to your audience’s needs, whether you want a keynote, workshop, panel guest, or multi-session education series.

Yes — I offer both virtual and in-person speaking engagements.

Virtual workshops are great for convenience or larger audiences, while in-person events create deeper connection and interaction. I also offer hybrid formats or multi-session series based on your organization’s goals. 

Absolutely — every workshop is customized.

I tailor the content to fit your audience (students, donors, business owners, women’s groups, nonprofits, etc.), event theme, and desired outcomes. Whether you need a keynote for hundreds or a workshop for a smaller group, I design each session to meet your organization’s unique needs. 

Yes — I’m available for podcast guest appearances.

I speak on women and wealth, financial empowerment, inheritance and transitions, charitable planning, business owner strategy, and how historically excluded communities can use the same financial tools the wealthy have used for decades. Podcast conversations are tailored to your show and audience. 

Yes — most of my speaking engagements are paid, with fees based on the event type and level of customization.

Paid speaking helps ensure every workshop or keynote is thoughtfully crafted and tailored to your audience. For mission-aligned community groups, I occasionally offer complimentary sessions when the event supports women, first-generation wealth builders, or marginalized communities. Podcast guest appearances are always free.

Once I learn about your goals, format, and audience, I’ll provide a clear, customized fee that matches the engagement. Flexible options are available for nonprofits and educational institutions.