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Speaking Engagement Requests

Please contact us at or 262-685-3375 if your organization has an interest in sharing the message of financial wellness through financial planning. Current Crescendo workshops are listed below but customized workshops are available upon request.

  • Discover Your Path to Financial Wellness with Financial Planning
  • Financial Planning Essentials for Young Professionals
  • Women, Wealth & the Future of You! SWOT Planning for your Success
  • Funding Your Child's Education through Life Stage Planning
  • Save, Spend Give - a fun, interactive workshop for young children
  • Get Yourself and your Family Financially Organized in the New Year!
  • ABLE Accounts and Special Needs Trusts – What can ABLE Accomplish?
  • Special Needs Financial Planning through the Lifestages 
  • Understanding ABLE Accounts and how they are used with Special Needs Financial Planning
  • Eight Steps to an Ideal Financial Life
  • We did it and so can you! How to have financial and healthcare conversations with your parents.

Prior speaking engagement hosts include:  

Association of Women Lawyers Milwaukee

Balance, Inc


Cedarburg Junior Women's Club


Cedarburg Public Library

Financial Planning Association of Wisconsin

Global Women's Leadership Forum

Grafton Chamber of Commerce

Grafton Public Library

Godfrey & Kahn S.C.



Mandel Group

Michael Best

Milwaukee Bar Association

Momentum Milwaukee

Petrie + Pettit

Tempo Milwaukee