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Speaking Engagement Requests


Please contact us at info@crescendowm.com 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

BVK

Cedarburg Junior Women's Club

CESA 1

Cedarburg Public Library

Financial Planning Association of Wisconsin

Global Women's Leadership Forum

Grafton Chamber of Commerce

Grafton Public Library

Godfrey & Kahn S.C.

Irgens

JLL

Mandel Group

Michael Best

Milwaukee Bar Association

Momentum Milwaukee

Petrie + Pettit

Tempo Milwaukee