Anglia Advisors
Financial Planning. Re-imagined

Presentations

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PRESENTATIONS AND WORKSHOPS

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Simon Brady CFP®, CDFA® and founder of Anglia Advisors is available to give presentations and hold workshops and speaking engagements on a wide variety of personal finance topics, but in particular those that are highly relevant to financial planning for younger professionals and foreign nationals living in the US as well as investment management and fin-tech concepts. Previous customers and venues for these presentations and workshops have included universities, small/medium-sized private corporations, affinity groups within large corporations, the New York Public Library system as well as other regional library systems, expert professional panels at conferences and elsewhere, Meet Ups, WeWork Educational Events, the Financial Planning Association and various other trade associations and customized private sessions put together by interested groups.

Presentations have included;

  • Start Now! Why Saving And Investing From A Young Age Is So Important

  • Welcome To America! Now Here’s What You Need To Know As An Inbound Expat

  • How To Optimize Your 401k/403b

  • Saving For College .. The Smart Way

  • Why Your Financially-Stressed Employees Are A Big Problem And What Can Be Done About It

  • Coming Out Of Divorce Or Widowhood .. What You Need To Know

  • Game-Changer: Managing Your Biggest Financial Trigger: The First Kid

  • Women And Money

  • How To Build And Maintain An Effective Retirement Portfolio

  • Congrats, You’ve Graduated And Are Starting Your First Job. Now What? A Financial Guide For College Grads

  • How do the Stock And Bond Markets Actually Work? Financial Markets 101

  • Are You Really Ready? - 7 Things That Are More Important Than Owning A Home

  • Badly Behaved. The Worst Behavioral Finance Biases That Prevent You From Making Money From Your Investments

  • Roth Or Traditional IRA? Why Even Use An IRA At All?

  • Why You Should be Using ETFs And Mutual Funds, Not Individual Stocks

  • I’m Invested. Now What? How To Tend To Your Portfolio Once It Is In Place

  • The 4 Most Important Factors that Determine The Final Balance Of Your Retirement Account (Spoiler .. None Of Them Is The Rate Of Return On Your Investments)

Speaking, presentation and workshop fees vary according to the nature and location of the engagement.

To discuss engaging Simon to speak at your company, conference, association, affinity group, Meet Up, university/high school or any other kind of interested audience on any of these topics or others related to personal finance that specifically impacts younger professionals or non-citizens living in the US, please contact me at (646) 713 2225 or email; simon@angliaadvisors.com.