Speaking Engagements
Max and Erin Clifford are financial educators and speakers known for delivering clear, empowering guidance around money. Their engaging presentations help audiences align their financial decisions with what matters most—serving physicians, business owners, and high-performing professionals who want to build wealth with intention.
From conferences and private retreats to leadership roundtables and business communities, Max and Erin bring clarity, depth and a refreshingly human approach to financial education—delivered without unnecessary jargon or fluff.
We speak on a range of topics and are happy to tailor content to meet the goals of your audience.
- Financial Alignment™: How to Make Your Money Work for Your Life
- The Psychology of Money: How Mindset Impacts Financial Outcomes
- Sustainable & Impact Investing: Aligning Wealth with Values
- Tax Strategies for High-Income Professionals
- Exit Planning & Wealth Preservation for Business Owners
- Business Finances and Wealth-Building Fundamentals
- Foundational Financial Education for Physicians
Past Engagement Highlights
- Give Your Money Meaning – Presented to a women’s leadership network
- Money Meditation & Conscious Wealth – Delivered to communities of high-performing professionals
- Real Estate Strategies for Wealth Building – Presented to real estate industry groups
- Financial Habits & Mindset for Young Professionals – Keynote at a youth leadership and entrepreneurship retreat
- Exit Planning for Business Owners – Delivered to an accounting and advisory firm audiences
- Tax Strategies & Sustainable Investing – Featured in a coworking space educational series
- Entity Selection & Tax Benefits for Physicians – Private presentations to physician groups
- Investment Strategy Education – Delivered to specialized professional networks
What Hosts Are Saying
“They have a gift for making complex topics feel approachable. The feedback from our audience was overwhelmingly positive—engaged, inspired, and asking for more.” – Physician Conference Organizer
“Erin and Max gave our audience real tools—not just surface-level advice. Their ability to connect emotionally and intellectually is what sets them apart.” – Host, National Women’s Leadership Network
Featured Press & Events
Truly Aligned Brings Financial Alignment™ to Boulder Startup Week 2025
Max Clifford of Truly Aligned to Speak at 2025 Pediatric DPC Mastermind
For speaking inquiries contact: Erin@TrulyAlignedinc.com
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through The Wealth Consulting group, a registered investment advisor. The Wealth Consulting group, WCG Wealth Advisors and Truly Aligned, INC are separate entities from LPL Financial.