“After attending several of Julie’s presentations, I’m impressed with how well she can break down complex financial topics into understandable pieces.” – Anna B.

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Want to help your employees save for retirement?

Need a speaker to cover personal financial topics at your next event?

Is your group interested in learning more about budgeting, saving, and investing?

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Topics

• Building a budget you can stick to
• Financial goals and how to achieve them
• Creating your personal financial plan
• Investing for each goal and stage of your life

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Book Julie for an engaging, hands on, learning experience that will get your group headed down the path to financial confidence and security.