Generate a Custom Quote for Your Speaker Personal Finance Program

A top-quality speaker is one important aspect of a financial wellness program. But it’s important to consider all five elements necessary to achieve successful program outcomes.

All our programs are led by our nationwide team of Certified Financial Education Instructors (CFEI’s).  These educators do more than just speak; they help your event run smoothly so participants have a great experience that helps them work toward their personal financial goals.

It seems simple – to help people with their personal finances, provide them with high-quality education delivered by dynamic speakers. But there’s much more to it.

Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expertise.

Having served several thousand organizations over the last decade, we have developed proven systems that provide you with educational-grade content, a positive user experience, and measurable outcomes.

Process: Preparation Stage

Process: Execution Stage

Answer 5 Questions to Get Customized Quote & Report. View Pricing & Options at Each Step.

*Budgets for speakers start at $2,000. If your budget is lower – consider our DIY programming resources and support – click here.