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
  • DISH Network Workshops
  • US Airways Workshops
  • Fender Musical Instruments Workshops
  • Musical Instrument Museum Workshops
  • National Education Partners Workshops
  • Girl Scout Arizona Cactus-Pine Council Workshops
  • Plexus Worldwide Workshops
  • Best Western Workshops
  • Blue Origin Workshops
  • ASU Financial Wellness Fairs
  • Sprouts Workshops
  • Phoenix Union High School Workshops
  • Prescott Unified School District Workshops
  • Orgain Workshops
  • Maricopa Community College Workshops

Available Speaking Topics

  • Little Known Secrets for Paying for College
  • Retirewise 4-part Series
  • Women and Investing
  • Financial Footsteps: Getting it Right in Your 20s and 30s Smart Money Moves in Your 20s & 30s
  • Investing 101
  • Smart Money Moves in Your 20s and 30s
  • The Roth Advantage in Your 20s and 30s
  • Understanding Life and Disability Income Insurance
  • A Parent's Guide to Kids and Money: Toddlers to Teens
  • Investing 201
  • Planning for College
  • Tax Strategies: The Basics and Beyond
  • 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
  • Understanding Social Security
  • Estate Planning
  • Money Matters: Moving Forward in a Changing World
  • Retirement Tips for Every Age
  • Smart Money Moves
  • Making Sense of the Roth: Is It Right for You?
  • Managing Your Money in Today's Uncertain Times
  • Planning with Pride: Financial Tips for the LGBTQ+ Community
  • Understanding Health Savings Accounts (HSAs)

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.