SPEAKER SERVICES
EMPOWERING INDIVIDUALS WITH KNOWLEDGE
FINANCIAL CONCEPTS SIMPLIFIED
My first job in the financial industry in 2001 was working for Principal. I began my career as a Communication Strategist, traveling across the Carolinas to educate employees of various companies on retirement plans, including 401(k), Defined Benefit, Non-Qualified Deferred Compensation Plans, and Employee Stock Ownership Plans. Regardless of their background or job title, I found that many people felt overwhelmed by the responsibility of managing their retirement savings.
This experience fueled my passion for simplifying financial concepts and empowering individuals with knowledge. As a Financial Advisor for the past nine years, I’ve remained committed to this goal, dedicating countless hours to educating clients on topics like Special Needs Planning and overall Financial Planning. My mission is to provide clear, concise guidance so that my clients feel confident in their financial decisions and on the path to a secure future.
LOOKING FOR YOUR NEXT SPEAKER?
CLEAR, CONCISE GUIDANCE
Kathleen’s recent engagements
ABLE Accounts and Special Needs Trusts
Special Needs Planning through the Life Stages
Understanding ABLE Accounts in Special Needs Financial Planning
How to have Financial and Healthcare Conversations with your Parents
Planning for a Financially Successful Retirement
Keeping Public Benefits While Employed
For links to Kathleen’s talks, contact Four Leaf.
Excerpt on Special Needs Planning for Parents United (Zoom).
KATHLEEN’S FINANCIAL INSIGHTS & EXPERTISE PROVIDE GUIDANCE TO MANY
