Are you looking for a keynote, panel, webinar, or workshop that’s tailored to your organization’s specific needs–delivered with intelligence, empathy, humor, and passion?
Rianka would love to create one for you.
Millennials and Personal Finance
Effectively Serving the Next Generation of Clients
Who are the next generation of clients, and are you ready to uncover the planning needs of Millennials and Gen Xers? See what an efficient service model tailored to them looks like, and learn why attracting these clients should be part of your business model. Rianka will share her experiences building a successful virtual, comprehensive, fee-only financial planning firm dedicated to serving busy young professionals.
In this presentation you obtain knowledge of:
Who the next generation of clients are
Their evolving personal finance needs
An efficient service model for Millennial & Gen X clients
How to utilize technology to serve the "on the go" generation
Deepening client-planner relationships with social media
Moving from Diversity to Inclusion
Let's redefine what professional means and build an inclusive business. Various cultures which are classified as “Black,” “Hispanic,” or “Asian” are made up a rich diversity of ethnicities, all with very unique traditions and ideas on money and familial financial responsibility. We can all improve our own planning process by incorporating and understanding these varied cultural nuances.
In this presentation you will gain an understanding of:
How to garner support from planners of color to learn from culture perspectives
Your client's cultural nuances and how that fits in the financial planning process
What allyship is, and how to be an ally
Resources and communities for people to get more experience, education, and exposure in DEI topics
From Employee to Entrepreneur
As an entrepreneur, you wear many hats - visionary, technician, and manager. But you must not let the hustle and bustle of your business steer you away from having a solid financial foundation. Having discipline with your personal finances will strengthen your success with your business finances. A few basic initial steps can be taken when making the transition from employee to entrepreneur.
In this presentation you will learn:
Creating optimized cash flow systems
Separating your personal and business finances
Building savings to help you successfully launch your business without fear of lack
Understanding tax-friendly money solutions as a business owner
Panels & Webinars:
In addition to speaking fees, expense reimbursements include first-class airfare on the speaker’s preferred airline, 1-2 nights of accommodations as necessary based on travel arrangements, parking, and ground transportation.
A 30-minute pre-event planning call with event organizers (if desired)
A 40-60 minute keynote or breakout session presentation
Social media promotion of the event and speaker attendance at the event (if desired)
Yes, Rianka takes on a limited number of low fee and pro-bono engagements a year, if your organization has limited means and aligns with her values. Rianka does request reimbursement of travel expenses if the event is not local to Washington, DC.
For international events, Rianka’s fees begin at US $35,000+, plus reimbursement for business class airfare on American Airlines for her and an assistant.