SPEAKING PROGRAMS

PROGRAM  #1: LAUNCHING A FINANCIAL GROWNUP WHILE LIVING YOUR OWN GROWNUP LIFE.

Learn the most effective ways to motivate and empower your teens and young adult children to live their best independent adult lives so you can live yours! Give them the confidence and competence to know they can make their own decisions and meet the challenges of grownup life , while maintaining and strengthening the parent-child bond. 

*perfect for high school and college parent groups, ERG’s, and corporate programs focused on work/life balance, empty-nesters, retirement-readiness and personal growth.


PROGRAM  #2: PROTECTING AND GROWING GENERATIONAL WEALTH WITH YOUR ADULT CHILDREN

Set your family up to meet long term financial goals by making wealth management and investing a family affair. Focus on meeting your kids where they are, educating them on key principles, and leveraging third party wealth management relationships 

*perfect for family offices, wealth managers, CFP®’s, and other members of the financial community

PROGRAM #3: THE GIFT OF LEARNING TO GIVE

Generosity is an essential part of being a grownup. Share with your child how to make the most effective use of financial resources from setting up and using Donor Advised Funds, choosing at what levels to support various organizations, how to research a charity, serving on charitable boards, and how to manage donation requests from friends. 

*perfect for non-profits, alumni groups and religious organizations

PROGRAM #4: FINANCIAL GROWNUP WELLNESS @WORK

Teach your employees the best ways to manage the stresses of financial life at work and in life. Action plans will be presented as well as coping skills to live our best lives even when our financial lives feel out of control. Special focus on how to manage money related social pressures and moving past financial mistakes.

*Perfect for anyone with employees!

SAMPLE VIRTUAL PROGRAM

*25 MINUTE LIVE VIRTUAL PRESENTATION- CHOOSE FROM ABOVE PROGRAMS 

*25 MINUTE CUSTOMIZED LIVE “FIRESIDE CHAT” + Q&A

*EACH PARTICIPANT RECEIVES A COPY OF “LAUNCHING FINANCIAL GROWNUPS”

*GIFT CARD FOR EACH PARTICIPANT TO GROWNUPGEAR.COM

*DATE CONFIRMED UPON PAYMENT

*PROGRAM AVAILABLE FOR ONLINE REPLAY FOR 7 DAYS AFTER EVENT

PLEASE EMAIL BOBBI@FINANCIALGROWNUP.COM FOR A CUSTOMIZED QUOTE TO FIT YOUR GROUP’S NEEDS.

FAQ’s

Q:What if I need to change the date?

A: I get it. Things happen. We are happy to reschedule once at no charge given 48 hours advance notice. Future changes may incur a fee to cover our costs.

Q: I want to put a date on hold while I confirm it with my group. Can I do that?

A: We are happy to put a ‘soft’ hold on the date and time for 48 hours. Contact us at hello@financialgrownup.com and cc me at bobbi@financialgrownup.com


Q: My group would like a fully customized program. Can I request a topic? Will you do an in-person presentation?

A: Yes! We want to meet your needs. Customized programs, including in person speaking engagements are available. Contact Adam Kirschner at Adam@ALKTalent.com and please cc me at bobbi@financialgrownup.com. 


Q: I represent a non profit organization or a school and we do not have the budget for the above programs. Are there any options?

A: Yes! We have a limited number of spots available for discounted speaking engagements. Please contact asst@financialgrownup.com and cc me at bobbi@financialgrownup.com and we’ll find a way to make it work!

Q: I have a bookclub that is reading your book. Would you like to join us when we talk about the book?

A: We would love to support your book club and would be happy to drop in informally via zoom to say hi and answer a few questions. We do ask for your support by buying books. Contact hello@financialgrownup.com and cc me at bobbi@financialgrownup.com

 
 


For general inquiries, please email: hello@financialgrownup.com  

For story pitches or to interview Bobbi, please email bobbi@financialgrownup.com

For speaking engagements or business inquiries, please email Adam Kirschner at adam@alktalent.com and also cc Bobbi at bobbi@financialgrownup.com

For book-related inquiries please contact literary agent Sarah Smith at the David Black Agency at ssmith@dblackagency.com.