Speaking Engagement Requests
Please contact us at firstname.lastname@example.org 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
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.
Milwaukee Bar Association
Petrie + Pettit