Speaking Topics
Five signature sessions, built for professional and client audiences
Each session is drawn from Debra’s speaking work and can be delivered for professional or client audiences, depending on the topic and event. Presentations can be tailored as keynotes, breakouts, or client programs. Additional topics available on request.
Session 01
The Rise of the Everywhere Millionaire: Changing the Rules for Spending, Living and Giving
A talk on how today’s wealthy baby boomers can spend, give, and transfer wealth strategically throughout retirement while managing taxes. The session explores how longer lives and multigenerational wealth are changing the way families think about spending, giving, and legacy.
Intended Audience
Professional Audiences
- Financial advisors and wealth management firms
- Industry conferences and association programming
Client Audiences
- Client and prospect events for affluent families
- Individuals and families navigating retirement, wealth transfer, and legacy planning
Key Takeaways
- How advisors can help families make intentional decisions about wealth during their lifetimes
- Where tax planning, spending, giving, and legacy intersect
- How to think about wealth across a longer retirement
- How changing patterns of wealth transfer are shaping conversations around legacy and family wealth
Keynote or breakout session, length tailored to your event
Related: Ten Powerful Planning Techniques for High-Net-Worth Clients, Women and Wealth: The Time Is Now
Session 02
Why Tax Planning Is a Must for Every Growing Firm
A practice management talk grounded in Debra’s experience building a tax-focused wealth management practice. The session explores how firms can make tax planning part of the client experience and create repeatable processes that demonstrate value.
Intended Audience
Professional Audiences
- Advisory firm leadership and partners
- Growing RIAs and wealth management firms
- Industry associations and conferences
Key Takeaways
- Where tax planning fits into a scaling advisory practice
- How to build tax planning into the client experience without adding headcount
- What clients increasingly expect from their advisor on tax
Keynote or breakout session, length tailored to your event
Related: Ten Powerful Planning Techniques for High-Net-Worth Clients, It's Not Just What You Make, It's What You Keep
Session 03
It's Not Just What You Make, It's What You Keep
Tax planning strategies for clients in or approaching retirement, focused on the decisions that affect after-tax wealth. Topics can include retirement account strategies, withdrawal sequencing, Roth conversions, and tax-aware income planning.
Intended Audience
Professional Audiences
- Financial advisors
- CPA firms
- Financial services organizations
Client Audiences
- Client and prospect events
- Retirees and individuals approaching retirement
- Affluent individuals and families
Key Takeaways
- Common tax mistakes in the transition into retirement
- How account withdrawal sequencing affects what clients keep
- Questions retirees should be asking their advisor about taxes
Keynote or breakout session, length tailored to your event
Related: The Rise of the Everywhere Millionaire: Changing the Rules for Spending, Living and Giving, Ten Powerful Planning Techniques for High-Net-Worth Clients
Session 04
Ten Powerful Planning Techniques for High-Net-Worth Clients
Ten planning techniques for advisors working with high-net-worth clients on retirement, legacy, estate, and complex tax questions, drawn from Debra’s advanced planning practice.
Intended Audience
Professional Audiences
- Financial advisors serving high-net-worth clients
- CPA and wealth management firms
- Industry conferences and association programming
Client Audiences
- Client and prospect events for affluent families
- High-net-worth individuals and families
Key Takeaways
- Ten planning techniques advisors can bring back to HNW client conversations
- Where legacy and tax planning intersect for complex estates
- How to structure a planning conversation for high-net-worth families
Keynote or breakout session, length tailored to your event
Related: Why Tax Planning Is a Must for Every Growing Firm, It's Not Just What You Make, It's What You Keep
Session 05
Women and Wealth: The Time Is Now
A session on the tax and legacy planning issues that matter most to women investors and families, drawn from Debra’s work serving women through major financial transitions. It can be delivered for advisors building a women and wealth practice or for client and prospect audiences.
Intended Audience
Professional Audiences
- Financial advisors and wealth management firms
- Advisor teams building a women and wealth practice
- Industry conferences and association programming
Client Audiences
- Client and prospect events
- Women investors and families navigating major financial transitions
Key Takeaways
- Why planning conversations for women often need a different starting point
- How to open a legacy and tax planning conversation with women clients
- Practical next steps advisors can use to serve women investors better
Keynote or breakout session, length tailored to your event
Related: It's Not Just What You Make, It's What You Keep, Ten Powerful Planning Techniques for High-Net-Worth Clients
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Share your event details and Debra's team will follow up on topics, availability, and logistics.