Ellegant Wealth Speaking Topics

Mission: Empowering women to show up and own their financial journey with Courage, Confidence & Wisdom!

Purpose: Women have been left out of the financial conversation too long and not provided with the tools to get them interested in the topic. Women have described the Ellegant Wealth experience as providing clarity, motivation & hope that is comprehensive, eye-opening & fun!

Signature Speaking Engagements:

In partnership with financial advisors/planners, accountants, attorneys, foundations/non-profits, organizations, associations, women’s groups. Opportunity to educate & entertain clients and prospects or as a perk for female employees. Pricing dependent on variety of factors, including live or virtual, length of time, number of sessions.

• Offerings:
  • Women’s Event
    • Lunch, happy hour, dinner
    • 1 – 2 hours
  • Series of Events
    • 3 to 6 sessions
    • 1 hour each
  • Workshop
    • ½-day to 2-day

• Topics:
  • Discover Your Financial Brilliance!
    • Provide three tangible steps women can take to move forward with confidence in their financial journey
  • The Six Pillars to Financial Empowerment
    • Choose from any or all of the Six Pillars to create a series or workshop:
      • Explore Your Money Beliefs
      • Establish Your Financial Goals
      • Know Your Net Worth
      • Spend with Purpose
      • Learn to Speak “Investments”
      • Protect and Plan
  • Increase Acquisition & Retention of Your Female Clients
    • For financial advisors/planners
    • Tools to create meaningful interactions with female clients

Ellegant Wealth Schedule of Events

Many of my events are private or aren't recorded so women can feel comfortable sharing their thoughts around money. I will include links to those events that are open to the public.

There are a variety of ways we can partner.

Winter 2021

• Partnered with a top Thrivent advisory team (all male) to provide a 3-part series for select group of female clients.
• Participated in the "Find Your Power" virtual event with Ivy Kaminsky.
• Presented to the Women in Insurance & Financial Services (WIFS) group.
• Presented to the Forum of Executive Women (FEW) St. Cloud.
• Guest speaker for the University of St. Thomas Financial Planning class.
• Featured speaker in Momentum Showcase© with Paula Carlson.
• Presented to the Women in IT Night Out (WITNO) group. 
• Monthly speaker for the Aging But Dangerous (ABD) Membership group and special guest on the ABD Friday Happy Hour.

Spring 2021

• Lunch 'N Learn for Xcel Energy's Women's Interest Network (WIN) group.
• Featured speaker in Momentum Showcase© with Paula Carlson.
• Monthly speaker for the Aging But Dangerous (ABD) Membership group.
• Guest segment on KARE 11 Saturday Morning with Karla Hult; LINK
• Guest segment on "Twin Cities Live" with Steve & Elizabeth; April 6; LINK
• Featured guest -on Shannon Foreman's "Thrive For[e]ward" podcast; LINK
• Aging But Dangerous (ABD) 
  • Newsletter Feature Member Interview; LINK
  • Membership Group monthly financial speaker
• Radio show guest on WJON Morning News Watch in St. Cloud, MN with Jay Caldwell; LINK
• Industry expert on Her Next Play's Career Chalk Talk with Audra Emerson on Instagram Live; LINK
• Article in the International Falls Journal (my hometown paper!); LINK
• Article in the MN Sun Sailor; LINK
• Ellegant Wealth book launch party with emcee Jasmine Stringer.
• Radio show guest on KDAL Radio Duluth, MN "Talk of the Town" with Tracy Lundeen; LINK
• Featured guest on the Cat Breet "More Money, Freedom & Fun" show on LinkedIn Live; LINK
• Article in the Duluth News Tribune; LINK
• Career Storm series with Cat Breet & UBS. 
• Radio show guest on WAMV-AM in Roanoke, Virginia.
• Radio show guest on WTVR in Grand Rapids, Michigan.

• Minnesota Gift Planning Association virtual panel discussion.

• Champions of R.I.S.K. podcast with Michael Kithcart; LINK

• Old National Wealth Management virtual women's event, Discover Your Financial Brilliance!

• Having a Broader Social Impact with Your Personal Wealth virtual panel discussion.

Summer 2021

• Financial Wellness for Women - Six Week Challenge.
• Minnesota Bank & Trust virtual women's event, Financial Empowerment for Women.
• Private 3-part series with the Women's Foundation of Minnesota.
• Dress for Success presentations.
• Rebecca Hall Gruyter Radio Show.

Fall 2021

• Boulay 3-Part Series.
• Career Storm series with Cat Breet & UBS.
• Southeastern Trust in Chattanooga, TN.
• Financial Planning Association (FPA) Conference.
• Minnesota Gift Planning Association  (MGPA) Conference.
• Root of Your Health podcast.
• Second Wind With Joyce podcast.
• Guest speaker for the University of St. Thomas Financial Planning class.
• Raising Financial Freedom Podcast; To Be Announced.

2022

• Keynote Speaker for Women, Faith & Finance conference at Luther College; April 8.

Always looking for new partners and more ways to transform women's financial lives! Please keep Ellegant Wealth in mind for YOUR next client, organization or association event.