Potential Speaking Topics

    SPEAKING • WRITING • TEACHING

    A Global Perspective on Investing

    How prudent asset allocation and wealth management can improve your financial results.

    Angel Investing: Great Fit for Women MBA’s and Executives

    Are you curious about angel investing but wonder what it really involves? Come learn from insiders: An overview of Boston’s scene, how you can leverage your professional & industry experience, and what happens when you plunk down your $10-25k.

    Private Investments as Part of Your Overall Portfolio

    You may not be MacKensie or Melinda, but… You suspect your wealth has reached a point where private investments likely make sense. Learn how private investments can play a key role in an investment portfolio: the major types of private investments, key considerations for each, and how a “regular person” can access these vehicles.
    Understanding & Optimizing Your Employee Benefits
    In today’s tight labor market, companies are offering increasingly rich benefit plans – which often can be quite detailed and confusing. We’ll strip away the noise to explain key features so that you optimize your benefits and ensure you get what you’re entitled to.
    Restricted Stock Units: Make the Most of Your RSUs
    You received RSUs from your company… now what? How much are they really worth, how do they work, and how do you optimize them, especially with taxes? Learn about a framework to evaluate what you have and make decisions for your finances and family.
    Contributing to IRA, Roth IRA & 401(k) Accounts: When, Where & How Much?
    How do you decide when, where, and how much to save in each type of retirement account? While a terrific way to build wealth, all the choices can overwhelm. Learn about the basics and also the “advanced” features of retirement accounts, their tax strategies, and how to maximize the benefits for you and your family.
    Retirement Plans for Small Business Owners 
    What types of plans are available? Which is best suited for you and your company? Even for solo-preneurs, a business-sponsored retirement plan can save on taxes and help build significant wealth. Learn how to use retirement plans to decrease taxes and attract quality employees.
    A Mid-Life Financial Checklist
    You’ve worked hard, saved hard… and realize your financial picture now looks quite different than it did 10 years ago. As your family (and you) are getting older and your wealth is expanding, what financial, legal, investment issues may need to be re-considered? Learn about the important topics to address in mid- to later-life, key questions or considerations, and potential next steps for each.
    Your Legal “Bucket List” (before you kick the bucket!)
    For nearly every family of means, 5 legal documents are essential to create before you kick the bucket. Learn key considerations & practical lessons learned when creating a will, revocable trust, guardianship, power of attorney, and health care proxy. How do you know what to include and why it matters? And, perhaps most important, what must you do after the documents are done?
    Money for the Next Generation
    You’re not Melinda Gates but you do expect your estate likely will be above the exemption for at least one if not both spouses – certainly at the state level and possibly federal, too. What strategies may be appropriate both now and in the future for minimizing estate taxes – some without requiring complex legal documents? What factors might you consider about how much and when to gift money to your kids?
    Aging Parents: Navigating the Journey Successfully
    Are you concerned about the legal and financial responsibilities or aging parents or other relatives who are "elder orphans?" Learn about specific strategies and resources for navigating your parents’ and your own later years successfully. Learn about the legal, financial, medical, and caregiving challenges – and steps you can take now so that you are better prepared to manage and even enjoy the benefits of multigenerational families over the years.
    Smart Generosity: Tax-Savvy Year-End Giving
    Make the most of your charitable giving. Donating to charity may actually reduce your tax bill. Six strategies where “Uncle Sam” helps you and helps you do good, too.
    Introduction to Financial Planning
    An overview of personal financial management and the six areas of Financial Planning.
    Personal Risk Management
    A comprehensive review of the short- and long-term risks we face and the best ways to protect against them.
    Planning and Saving for Higher Education
    The why, when and how of saving for higher education, including how to take advantage of available tax breaks.
    529 Plans: The Facts You Need to Know
    Learn about many overlooked features and debunk the most common myths about 529 plans.
    When Your Child Turns 18
    She’s an adult now...right? Learn about the financial and legal checklist you both need to complete before sending her off to college.
    Empty-Nesters? We’re Free Birds!
    A comprehensive overview to prepare for and generate the income needed to maintain your lifestyle in retirement.

    SPEAKING ENGAGEMENTS

    Having worked over a decade in higher education, I love helping groups learn about financial topics they care about – and keeping it practical.

    I am based in Boston, MA, often in my native city of Miami, FL, and also happy to travel to you. Video conferencing is certainly an option, too.

    inquiries

    Let’s talk! 
    What topic would the folks in your company or organization like to learn more about?   401(k)s, tax saving techniques, angel investing, a mid-life financial checklist. Send a note or schedule a call and let’s get started!

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