Hey, all you event planners and employee education gurus!

Are you hoping to offer financial education, but terrified of putting a boring speaker on stage?  Or worse, someone who has a hidden agenda to sell your participants stuff during their presentation?  Hmmm, what is worse, dull or pushy?

No matter, you won’t get either if you engage me as your next speaker.  Unlike other financial advisors who speak for “free” but are angling to make clients out of their audience, I charge a fee for speaking and never give out my card or bother your participants for appointments.

Kristi Sullivan | Financial Planner Public Speaker | Sullivan Financial Planning

Public Speaking

For over 20 years, I have been making financial planning approachable, sensible, and enjoyable!  I’ve also raised over $100,000 for women in poverty as the 5-time Emcee for The Alliance Foundation.

I bring energy and helpful information with NO sales pitch to the following venues:

  • Professional organizations
  • Employers
  • Lifestyle groups (think book clubs, sorority/fraternity alumnae, wine group, Meet-up)

Presentations topics range from beginning financial concepts to complex retirement income planning.  Contact me to discuss how I can help take your next gathering to the next level.

Book Kristi To Speak

People often ask, “Who is your ideal client?” 

Is it a certain amount of investments? A certain set of professions? 

Nope, it’s easier than that: I work best with clients who are not deeply in debt, and they appreciate financial advice.  

What I do well:

  • Prioritize savings goals.
  • Calculate reasonable annual savings targets for retirement, college, house purchase, and other life objectives.
  • Analyze your current investments and suggest specific changes.
  • Cut through the mumbo-jumbo of investment terms and give you a concrete plan of to-dos to reach your life milestones and financial security.
  • Transition clients from earners to retirees.

What I don’t do well:

  • Analyze or create budgets.
  • Design plans to get out of credit card debt.
  • Improve credit scores.
  • Have in-depth knowledge of student loan repayment options.

If you are looking for someone to help you with a spending and budgeting plan, assist in increasing your credit score, and generally improve your relationship with money, may I suggest these resources

Addie McHale, CFP®, Moneyfull

addie@moneyfull.com | 720-515-7805 | moneyfull.com

 

Mpowered

info@mpoweredcolorado.org, (303) 233-2773, 

www.mpoweredcolorado.org

 

*Referral to Addie and MPowered:  there is no revenue sharing agreement and it is only provided by a courtesy – no endorsement of such.