Engaging. Fun. Difference Making.

In today’s virtual environment, those are the things George brings to the table. Here are some of the most popular topics that companies bring George in to talk about:

Tried and True Methods for Weathering Financial Uncertainty

Our ‘Tried and true methods for weathering financial uncertainty’ workshop is about protecting yourself during volatile times, identifying opportunities and proactively planning for security and prosperity. 

Weathering uncertain times means protecting your credit, cashflow, long term savings, as well as being mindful of your emotions. It also means keeping an eye on the future and creating a plan to ensure you and your family are positioned for long term success. 

In this talk you will learn:

  • How to protect current cash flow
  • How to manage emotions during tough times
  • How to create enough cash on hand to ensure security
  • How to identify proactive investment opportunities

Be Your Own CFO

Our ‘Be Your Own CFO‘ workshop is about how to start managing your life like a business.

Being your own CFO means clarifying and crystalizing your personal mission statement, setting meaningful and appropriate goals, successfully managing your overhead and profit, as well as planning for the future.

In this talk you will learn:

  • How to identify your top priorities in key areas
  • How to manage your cash flow
  • How to save and invest for the short, mid and long-term
  • How to automate your finances and delegate when needed

Be Your Own CFO II

Our ‘Be Your Own CFO II‘ workshop is about mastering your personal financial life cycle in order to optimize results.

Mastering your personal financial life means determining your priorities and planning for the three primary stages; protection, accumulation and distribution.

In this talk you will learn:

  • How to determine where and what to focus your energy and attention on 
  • How to implement the necessary insurance programs and liquidity needs
  • How all your primary investment vehicles interact with one another in terms of time horizon, tax and market risk
  • How to ensure your smooth transition from full time work and leave a legacy

Investing Bootcamp

Our ‘Investing Bootcamp‘ workshop is about getting comfortable with investing and developing a plan for getting started.

Becoming an investor means understanding the various types of investments, learning about the different accounts you can utilize, and setting goals and putting plan in place.

In this talk you will learn:

  • How to determine the right types of investments and accounts for you.
  • How to determine your risk tolerance and asset allocation.
  • How to set time and tax appropriate goals.
  • How to put a plan in place in order to reach those goals. 

Ready for Retirement

Our Ready for Retirement workshop is about how to successfully accumulate enough assets during your working years so you have sufficient income during your retirement years. 

Being ready for retirement means understanding how much to save, where to invest, how to design income that will last as long as you need it to, as well as clarifying how you’ll spend your retirement years.

In this talk you will learn:

  • How much income you’ll need when you retire
  • How much you need to be saving today
  • What vehicles you’ll use to create your retirement income
  • How you will spend your time once you’re retired

Understanding Taxes

Our Understanding Taxes workshop is about understanding the different taxes we pay as Americans and how they apply to our individual situations.  

Understanding taxes means learning about what tax revenue pays for, how our system works and if and when we are subject to the different types of taxes.  

In this talk you will learn:

  • The history of our tax system
  • How income, capital gains, sales, property and estate taxes work
  • How our progressive tax system works
  • How to calculate and understand your tax liability

Estate Planning 

Our Estate Planning workshop is about understanding what this process is, who should be doing it and when to get started.

Estate planning is the preparation and completion of tasks required to manage one’s assets during incapacitation or at death.

In this talk you will learn:

  • Who should be thinking about and doing estate planning
  • What the essential components to an estate plan are
  • When you should get started with this process
  • Who can help you ensure it’s successful completion

Praise for Our Webinars

“George conducted an online workshop for my company called Be Your Own CFO. George was very knowledgeable as well as relatable. He provided a lot of specific advice and broke it down into small, 

achievable steps. We’ve held several wellbeing workshops over the last few months and I received the most positive feedback from our employees on this workshop. If you are looking for a financial speaker to educate your team in an engaging manner, I would highly recommend George.”

Heather H.  VP of People at Mosaic Technologies

“George facilitated a spot-on financial wellness talk to our employees, providing the right content we envisioned while deftly responding to some difficult questions that came in. Our webinar was well-received, and we highly recommend George as a speaker for future employee presentations.”

Daniel P.  VP of Total Rewards at Business Wire

“George!!! Thank YOU! Amazing talk, great insights! I got a lot of good feedback from our team during and after. You rock! Thanks man!”

Laurel S.  People and Operations at Virtru

“Awesome presentation, George. Thank you so much!!!”

Noelle R. VP of People at Better Business Bureau

“George, thank you for an amazing and incredibly informative session! Really nicely done! Thank you again!”

Kate M.