Max and Erin are available for speaking engagements. Here are a few of are topics and we are open to customizing topics for your organization or event.
- Financial Alignment™: How to Make Your Money Work for Your Life
- The Psychology of Money: How Mindset Impacts Financial Success
- Sustainable & Impact Investing: Aligning Wealth with Values
- Tax planning strategies for high-income professionals
- Exit Planning & Wealth Preservation for Business Owners
- Optimizing Business Finances for Wealth Accumulation
Recent Speaking Engagements
- Foundational Financial Education for Physicians
- Exit Planning for Business Owners (Presentation to Chris Schwalbach’s AVL Accountants)
- Investment Education for Physicians
- Give Your Money Meaning (presentation to Colorado Ivy+ Women)
- Money Meditation & Connection to Consciousness (presentation to Jessica Rink, business coach, mastermind cohort)
- Money Meditation & Connection to Consciousness (presentation to Troy Lavinia’s DailySOS community of high achievers)
- 1031 DST (multiple presentations to groups real estate agents)
- Building Strong Financial Habits and Mindset (keynote presentation to college kids at Bart Foster’s BusinessOutside retreat)
- Benefits of an S Corp for Physicians
- Sustainable Investing @ Kiln
- Tax Strategies For Business Owners @ Kiln
Speaking inquiries contact: Erin@TrulyAligned.com