Do A Workshop With Julie

“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.

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?


  • 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

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

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