Workshops

If you think Shana would be a good fit for an upcoming event at your business, feel free to contact us. She has spoken at a several businesses on variety topics, please see below.

Speaking Experience

  • Mountain Valley Church Announcements
  • Salt River Project (SRP) Workshops
  • Arizona School of Dentistry and Oral Health Workshops
  • Make a Wish Foundation Workshops
  • Banner Hospital Workshops
  • Dignity Health Workshops
  • Mesa Public Schools Workshops
  • Massage Envy Corporate Workshops
  • Avnet Workshops
  • Girl Scout Arizona Cactus-Pine Council Workshops

 

Available Speaking Topics

  • Women and Investing
  • Investing 101
  • Smart Money Moves in Your 20s & 30s
  • The Roth Advantage in Your 20s & 30s
  • Understanding Life and Disability Income Insurance
  • Estate Planning
  • Investing 201
  • Planning for College
  • Tax Strategies
  • Get Retirement Ready
  • Preparing to Care for an Aging Parent
  • Retirement Income Planning
  • Smart Money Moves in Your 40s, 50s, 60s and Beyond
  • Understanding Retirement Healthcare
  • Understanidng Social Security
  • 10 Basic Financial Steps for Special Needs Caregivers

 

These financial education workshops are general in nature, are provided for informational purposed only, and should not be considered legal or tax advice.  Always consult an attorney or tax professional regarding your specific legal or tax situation