Consulting Programs and Speaking

Your personal finance knowledge, education, decisions and plans coupled with your goals, income and desire will all combine to define your wealth picture. Therein lies the importance of personal finance; the consistent management and improvement of your personal finances.

We advocate education and motivational presentations to help you directly improve your financial situation and knowledge. We develop presentations to share with you that are based on our passion for life-long learning and seasoned expertise. We offer presentations for a range of audiences from financial novices to tax and legal professionals – we have material that relates stories infused with humor and key takeaway lessons.

The world of financial planning isn’t always easy or convenient. We make it exciting, enriching and impactful.
Lili is available for live, in-person speaking presentations for your conference, group meeting, or private group event.

Please contact us if you would like to discuss having Lili speak at your next event.

  • Conference session
  • Professional Retreat
  • Keynote
  • Private group meeting
  • VIP Day

Recent topics include:

  • The Platinum Retirement Challenge – Gray Divorce, The Perfect Storm
  • Divorce 101
  • Divorce and Taxes
  • Divorcing Families with Special Needs Children
  • 3 Key Strategies for Protecting Wealth Using Remarkably Simple Steps
  • Narcissism and Control over Money in Romantic Relationships
  • Effective Strategies for Drafting Financial Agreements with Unambiguous Language