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Speaking & Keynotes

Inspiring, engaging talks on personal finance and financial wellness β€” tailored to your audience, your event, and your goals. Virtual or in-person.

Speaking event
Speaking event
CCCS speaking event

Topics We Cover

All topics can be customized to fit your audience and event theme.

Financial Wellness in the Workplace

How financial stress impacts productivity β€” and what companies can do about it.

Budgeting With Purpose

Practical frameworks to help employees take control of their day-to-day finances.

Introduction to Investing

Demystifying the stock market and building long-term wealth habits.

Money Mindset & Behavior

Understanding the psychology behind financial decisions and breaking limiting beliefs.

Building Wealth as a Professional

Strategies for income growth, debt payoff, and wealth accumulation at any career stage.

Finanzas Personales (En EspaΓ±ol)

Full financial wellness talks delivered in Spanish for Spanish-speaking audiences.

Speaking Formats

  • βœ“
    Keynote β€” Main stage talk β€” 30 to 60 minutes, ideal for conferences and all-hands events
  • βœ“
    Lunch & Learn β€” Casual midday session β€” 45 minutes with Q&A, perfect for teams
  • βœ“
    Breakout Session β€” Smaller group deep-dive β€” interactive and hands-on
  • βœ“
    Panel Discussion β€” Moderated conversation β€” we bring the financial expertise
  • βœ“
    Community Talk β€” Schools, nonprofits, and community organizations β€” accessible and impactful
  • βœ“
    Virtual or In-Person β€” We deliver anywhere β€” remote or at your location

How It Works

  1. 1
    Discovery call β€” We learn about your audience, event, and goals
  2. 2
    Custom proposal β€” We tailor the talk to your theme and audience
  3. 3
    Delivery β€” Engaging, interactive session β€” virtual or in-person
  4. 4
    Follow-up resources β€” Attendees leave with actionable takeaways

What People Say

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β€œI couldn't be more pleased with their service all around. They answered my email promptly, stayed in touch on schedule, were quite personable, and gave a very professional presentation. Most amazingly, we had their undivided attention and neither one of them looked at their cell phone for an hour and a half! I recommend them whole heartedly.”

β€” Lori A.

Social Worker β€” Senior & Disabled Residents Community

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β€œFinancial presentations can be dry and hard to follow, not with Medora and Val! They made the content easy to understand and the class engaging! Also their debt payment calculator is sooo helpful!!”

β€” Ki'Undra Jackson

LAUNCH Chatt Attendee

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β€œTheir approach is not just about finances… it's about understanding your relationship with money and how your personal history shapes it.”

β€” Ashraf Farassati

CEO of Travel Through Trauma

Bring Us to Your Next Event

Whether it's a company all-hands, a conference breakout, or a community talk β€” we'd love to speak at your event. Pricing is quoted per engagement.