Speaking Engagements

Invest In True Success: The Quest For Life Satisfaction

What does research say about money and life satisfaction? You might be surprised by the data. This session provides a financial wellness blueprint to follow. It also touches on sound investment practices, so you can keep your mind off your money, and on far more important things.

Session Length: 60 minutes
Keynote

Simple, Smart Investing: Personal Investing to Work Less & Live More

When Larry Page and Sergey Brin were about to take Google public, they asked Princeton University’s Burton Malkiel, Vanguard’s John Bogle, and a Nobel Prize winner in Economics to advise them on sound investing. Each one said the same thing. Warren Buffett says it too. This session echoes the same evidence-based advice, but with a lot more energy and fun.

Session Length: 60 minutes
Workshop

Everyday People, Extraordinary Wealth

There’s a massive wealth gap between the colleagues at your workplace. And much of it isn’t explained by income. In this hands-on, interactive session, I’ll explain something called opportunity cost: how seemingly small differences in lifestyle can have a million-dollar impact. I’ll show how to be on the right side of the wealth gap.

Session Length: 60 minutes
Panel

What’s Your Financial Freedom Number?

How much should you be saving each year? Most people don’t know. But when it comes to retirement planning, a best-guess approach could harm your future wealth, health and happiness. In this hands-on workshop, attendees will learn how much money they should be saving each month/year to attain their personal retirement goals.

Session Length: 60 minutes
Corporate

The Philosophy of Money

Popular student talks

Your education prepares you for the future. Or does it? What does school teach us about money? This seminar shares fascinating research about happiness and money, includes some surprising secrets about the investing and saving habits of millionaires, and demonstrates how laziness pays when it comes to building wealth.

Session Length: 45 minutes
Virtual

Build Happiness and Wealth Doing What You Love

Popular student talks

Research suggests that, beyond a certain income, life satisfaction drops. In this session, I’ll explain why it’s better to embrace a profession you’ll love, instead of chasing maximum income. With financial awareness and a smart strategy, you can do what you love and build wealth.

Session Length: 45 minutes
Q&A
FAQs

Yes! We can use Zoom, Microsoft Teams or any number of mediums to deliver sessions virtually.

Yes! At least one week before speaking to any audience, I ask about their demographics and any challenges they face. I cater my sessions to make everything relevant to them.

Yes!

Contact us to discuss details

Yes! I can typically respond to questions for as long as you would like.

We don’t travel with books. But we can arrange for books to be delivered ahead of time, directly from the publisher. We can offer those books at 40% off the retail price, not including shipping. My book, Balance, can be custom branded for your company or audience. Contact us for details.

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