Wealth and Wisdom of Wisconsin
Wealth and Wisdom Connection
Wealth and Wisdom Connection…is the essential educational piece that rounds out our financial services.
We provide - Individual and group sessions. Each session is tailored to the background of the attendee(s). We bring personal and professional value to each offering.
Need a dynamic and enthusiastic speaker for your upcoming conference? We are professionals in the areas of education, finance, estate/life planning and personal and professional management. We do not promote any particular product. Education is our only goal! This makes us perfect for your upcoming event.
We can provide:
Breakout sessions
General sessions
Pre-conference training
Luncheon Speakers
Choose Wealth and Wisdom Connection and your attendees will be saying what others have,
"A class everyone should take"
"This was awesome and never expected"
"Glad I chose to come and listen to this session"
Suggested offerings include:
Action through Education and Empowerment – "The Protection Module" "If something you thought to be true, turned out not to be, when would you want to know?" We will explore the steps to protect and maximize your present assets using real life examples and strategies.
10 Stupid Things Smart People Do With Their Money – Plan to be educated and entertained. Taking a clue from Johnny Carson, we will count down through the pitfalls and myths surrounding financial planning and exploring the reasons why we do the "stuff" we do.
Getting Your Stuff Together 101 – This interactive session assists participants in identifying and organizing critical documents and information. It incorporates estate, financial and personal planning strategies. Thought you had it together…Let's talk.
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Wealth and Wisdom for Women – "Women are from Venus and Men are from Mars". It seems like that when we look at the different challenges women face financially. This session will take the attendee on a journey exploring the challenges and finding hidden opportunities. For Women-presented by Women!
Action through Education and Empowerment – "The Complete Overview" This dynamic offering incorporates all three components of a robust financial plan, i.e., protection, savings and growth. It is perfect for a pre-conference topic.
Ready, Set, Retire? – This is a one-on-one evaluation of your present financial positioning and your future retirement goals. It covers benefit conversion, social security benefits, health care costs, employer supported retirement plans and personal investments.