Experts in Financial Services Available for Your Next Meeting, Luncheon, Conference, Workshop or Convention

Introduction

Wiser Financial Coaching can help your association, community organization or business fill the financial knowledge gap for its members or employees by providing access to a talented, trained speaker for your next event.  If your purpose is to educate, inspire, inform or challenge your audience about the world of personal finance and its impact on your industry, Wiser is a great place to start! Please feel free to contact Wiser directly to answer your questions or to support a unique event or meeting topic – we are flexible. Phone: 919.477.3355 email: info@wiserfinancial.com

Formats

Luncheon and Meeting Speeches The following titles are designed to support luncheon and small group meetings by providing a brief overview of the topic. Most speeches can be given in 15 to 30 minutes or less and speakers are willing to discuss up to two topics if time permits. Sample Luncheon/Meeting Speech Titles: “How to Choose a Financial Advisor in 15 Minutes or Less” “How to Investigate a Financial Advisor in 15 Minutes or Less” “Advanced Estate Planning Concepts in 15 minutes or less” “The Seven Deadly Investing Sins “ (15 minutes) “The Truth About the Financial Services Industry in 30 Minutes or Less” “The 5 W’s of Fiduciary Responsibility for Employers” (30 minutes) “The Financial Plan Scam, Confessions of a Recovering Financial Planner” (30 minutes) Workshops Workshops are true learning experiences, given to small groups of between 5 and 50 participants. They normally last between 1 and 3 hours (up to 10 for a deep dive session) and provide the participants with detailed information about the discussion topic and at least 1 sample case study. In an effort to provide variety and enhance the learning experience, Wiser offers access to a “book” workshop and a general content workshop. See below for details. General Content Workshop A general subject workshop covers one area of personal finance using a standard workbook or handout. Sample workshop titles: "The Story of Investing" "The 7 Deadly Sins and 101 Truths about Money & Investing" "How to Become a Conscious Investor" "Avoiding the “Swamp” Financial Companies Make a Killing Watching You Drown In" "The One Pro & Many Cons of Retail Investment Products: Mutual Funds, Annuities, & Insurance" "Discovering Your True Purpose for Money" Book Workshop A book workshop covers a specific title and uses the book as the handout. Each participant receives a copy of the book and most book workshops last 1 to 3 hours. Sample book/theme-based workshop titles: Investing Title: “The 7 Deadly Investor Illusions and 101 Truths About Money and Investing” Authors: Mark Matson and Marc Becker (co-contributor) ISBN: 0970266871 Personal Finances Title: “9 Steps to Financial Freedom” Author: Suze Orman ISBN: 0609801864 Title: “The Total Money Makeover: A Proven Plan for Financial Fitness” Author: Dave Ramsey ISBN: 0785263268 Workbook ISBN: 0785263276 Your Attitude About Money Title: “The Seven Stages of Money Maturity” Author: George Kinder ISBN: 0440508339 Title: “Your Money or Your Life: Transforming Your Relationship With Money and Achieving Financial Independence” Authors: Joe Dominguez and Vicki Robin ISBN: 0140286780 Title: “The Millionaire Next Door” Authors: Thomas J. Stanley & William D. Danko ISBN: 0671015206 Keynote Speeches Keynote speeches are normally 30 to 60 minutes in length and are designed to motivate, challenge or inspire your audience. Do you want them to laugh, cry, be inspired or reflect deeply? Just let us know, we can get your audience rolling with laughter or bring the hard-hearted to tears or anything in between. Sample Keynote Speech Titles: “I inherited my stinky-ness from my Dad - Things We Unknowingly Teach Our Kids About Money and How To Leave a Better Legacy” “Die Broke - Just Don’t Live Broke!” “Garbage In, Garbage Out - The Negative Impact of the Media in Your Financial Life” “No One Wants to Make Average Decisions with Their Money:  How do You Know if You Are?” “I Was Tired of People Telling Me What To Do, So I Joined the Army: Illuminating the illogic in the ‘Logic’ Propagandized by the Financial Industry”

Cost/Fee

Costs and fees vary according to the event. For example a fee may be charged to cover the cost of education/workshop materials or to cover the cost of the book discussed during a book theme workshop. Please consult the Speakers Bureau Brochure for details.    Booking a Speaker A booking form is located on the last page of the brochure. If you have questions or if you would like to check availability, please feel free to contact us at: Phone: 919-477.3355 Email: info@wiserfinancial.com