Broker Check

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 may be available upon request.

  • Discover Your Path to Financial Wellness with Financial Planning
  • 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
  • We did it and so can you! How to have financial and healthcare conversations with your parents.
  • Retirement Income Planning – Planning for a Financially Successful Retirement
  • Women and Investing
  • Planning for Long-Term Care

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

Parents United

Petrie + Pettit

Tempo Milwaukee

Chicago Booth Women's Network

Reinhart Boerner Van Deuren Women's Forum

Women Leaders in Corporate Law - PS Companies

Ozaukee Economic Development

Adult Literacy Center of Ozaukee County