Workshops

Susan in front of her PowerPoint presentation "Five Marketing Blunders to Avoid" 

  Seminars

 Investment & Finance Strategies for Women

Introduction to the stock markets and investing; incorporating the specific differences women will have to face while strategizing for their comfortable financial future.

Your Money: Needs Versus Wants

A basic presentation for beginner investors (or children!) on how to learn, early on, about saving money, compound interest, budgeting, checking versus savings accounts, retirement savings accounts, and more!

Your Money or Your Life!

A joint workshop with Mellanie Hills  who has a dynamic tale of surviving emergency heart surgery.  She can get your health on track while Susan get's your wallent on track!

Retirement Planning for Small Businesses

The “ins and outs” of retirement planning for businesses—sole proprietorships to companies of 100 employees. Susan explains the types of plans best for the owners, the employees, or both. She reviews SEPs, SIMPLEs, 401(k)s, Keoghs, Money Purchase Plans, Profit Sharing Plans, and Roth IRAs.

How to Give a Powerful Presentation (for Financial Advisors & Others in the Financial Services Field)

Have you ever given a presentation to your clients or prospects, and bored them to tears? Come on, you know you have! Learn some powerful techniques from a professional speaker, like how to use language the clients can understand, how to keep everyone interested, how to use power point without putting them to sleep, and more! Don't let your inexperience in the Presentation Skills department be the reason your clients walk or your prospects don't sign on the dotted line.

Powerful Presentations with Pizzazz!

People form an opinion of you every time you open your mouth and speak! Are you presenting the image and message you want to present, or are you timid and uncertain of your communication skills?  This intense workshop will give you the chance to learn to polish your presentation style; from interpersonal communications -- to large group presentations from a podium -- to television interviews.  You can appear confident, poised and competent while speaking, even if you're not! You'll learn to deliver the best presentation custom fit for your style.

How to Market and Sell a Service Oriented Firm (for Financial Advisors, CPAs, Law Firms)

Have you ever heard that selling a service is as easy as making contacts in your community?? Baloney! You have to learn to SELL your service to compete in this dog-eat-dog competitive world. Learn marketing and sales techniques from a professional, like how to identify a target market; how to upsell existing clients, how to use your marketing dollars wisely, and more! In this land of relationships, relationships are not enough. Learn how to ask high end clients for their business - and learn how to ask so they will say "yes".

How Enron & AIG Has Changed the Definition of "Ethics" in the Financial Industry

Do your clients trust you? Are you sure? It's no surprise that everyone has heard about the crisis of CEO's and their retirement packages, CFOs and their lack of knowledge about their own company's accounting situations, and worse. Learn how the publicity of these shocking business stories have changed the client's perspective on you, your business, and your ethics!

Get Your Financial Act Together NOW!!

Whether you need to start getting your finances in order or just learn what it is your financial advisor has been doing for you, this program will make sure you’re prepared for your future. Controlling Spending; How to Cut Back; Know What to Save; How to Take Advantage of All Your Tax Benefits; What to Set Aside for Your Emergency Fund; and How to Avoid Common IRA Mistakes; The Cost Benefits of Exchange Traded Funds will all be covered.

How Not to Be Controlled by Your Stock Option Expiration Date

Many people let the expiration date on their options dictate their selling strategy. Learn how to plan ahead to get the best deal for you; understand the difference between ISOs and NQSOs; be aware of the AMT; and be prepared for April 15th. Know what you should do when you’re above water and below water. If you don’t know these terms and you have stock options—call now!

How to Motivate Your Employees

With all they have to do, motivation is the key to keeping your employees focused and feeling worthy. Learn to encourage others to consider projects that extend learning outside the walls of the workplace; learn to recognize those that go above and beyond, and how to reward them; and develop a positive working climate that is critical to an effective bottom line.