LAUNCHING FINANCIAL GROWNUPS VIRTUAL SPEAKING PROGRAMS

 
 


PROGRAM  #1: HOW TO LAUNCH A FINANCIAL GROWNUP

Learn the most effective ways to motivate and empower your teens and young adult children to live their best independent adult lives. Give them the confidence and competence to know they can make their own decisions and meet the challenges of grownup life , while maintaining and strengthening the parent-child bond. 

*perfect for parent groups, ERG’s, and corporate programs


PROGRAM  #2: PROTECTING AND GROWING GENERATIONAL WEALTH WITH YOUR ADULT CHILDREN

Set your family up to meet long term financial goals by making wealth management and investing a family affair. Focus on meeting your kids where they are, educating them on key principles, and leveraging third party wealth management relationships 

*perfect for family offices, wealth managers, CFP®’s, and other members of the financial community


PROGRAM #3: THE GIFT OF LEARNING TO GIVE

Generosity is an essential part of being a grownup. Share with your child how to make the most effective use of financial resources from setting up and using Donor Advised Funds, choosing at what levels to support various organizations, how to research a charity, serving on charitable boards, and how to manage donation requests from friends. 

*perfect for non-profits, alumni groups and religious organizations


SPECIAL SPRING/SUMMER BOOK LAUNCH 2022 PRICING

*UP TO 50 PARTICIPANTS

*30 MINUTE LIVE PRESENTATION- CHOOSE FROM ABOVE PROGRAMS 

*25 MINUTE CUSTOMIZED LIVE Q&A

*50 FREE BOOKS INCLUDED (A $1400 VALUE)

*$10 GIFT CARD FOR EACH PARTICIPANT TO GROWNUPGEAR.COM ($500 VALUE)

*DATE CONFIRMED UPON PAYMENT

FEE: $5,000

FAQ’s

Q:What if I need to change the date?

A: I get it. Things happen. We are happy to reschedule once at no charge given 48 hours advance notice. Future changes may incur a fee to cover our costs.

Q: I want to put a date on hold while I confirm it with my group. Can I do that?

A: I am happy to put a ‘soft’ hold on the date and time for 48 hours. Contact us at asst@financialgrownup.com and cc me at bobbi@financialgrownup.com

Q: My group would like a fully customized program. Can I request a topic? Will you do an in-person presentation?

A: Yes! We want to meet your needs. Customized programs, including in person speaking engagements are available starting at $7,500. Contact Adam Kirschner at Adam@ALKTalent.com and please cc me at bobbi@financialgrownup.com

Q: I represent a non profit organization or a school and we do not have the budget for the above programs. Are there any options?

A: Yes! I have a limited number of spots available for discounted and pro-bono speaking engagements. Please contact asst@financialgrownup.com and cc me at bobbi@financialgrownup.com and we’ll find a way to make it work!

Q: I have a bookclub that is reading your book. Would you like to join us when we talk about the book?

A: I would love to support your book club and would be happy to drop in informally via zoom to say hi and answer a few questions. I do ask for your support in buying about 20 books if you can. Contact asst@financialgrownup.com and cc me at bobbi@financialgrownup.com