Personalized Finance Speaking Engagements and Workshops

Personalized Finance Speaking Engagements and Workshops

Our Speakers & Workshops Services offer a variety of personal finance presentations, workshops, keynote speeches, and advocacy events that can be customized to meet your specific needs. We follow these steps to ensure the success of your event:

  1. Schedule a meeting with us to discuss your needs and goals.
  2. Collaborate with our team to design a workshop that meets your objectives and is tailored to your specific needs.
  3. Prepare customized presentations equipped with everything needed to deliver an engaging and informative talk.
  4. Provide attendees with copies of handouts and other materials.
  5. We offer flexibility to accommodate both in-person and virtual meetings.

Our goal is to deliver a seamless and engaging experience that leaves a lasting impact on your audience.

Get In Touch

Please contact us by filling out the form below.

Please note that MEG Financial Wellness, LLC is not a tax, legal, or investment agency, and we do not offer legal, tax, or other professional advice. For clients seeking professional advice, we recommend consulting with a qualified professional advisor.


Please be aware that we do not offer every plan available in your area. The information we provide is limited to the plans we do offer in your area. For information on all available options, we recommend contacting Medicare.gov or calling 1-800-MEDICARE.