Who She Speaks To
Financial Professionals and Client Audiences
Debra speaks to financial professionals at conferences, industry events, and firm programs, including Holistiplan, where she has lectured for the past five years, and directly to clients and prospects through advisor-hosted events. She adapts the depth, examples, and takeaways to each audience, from advanced tax strategy and practice management to retirement, wealth transfer, and legacy planning.
Financial Advisors & Wealth Management Firms
Advanced tax planning, retirement income, client experience, and practice management content advisors can put to work with clients.
CPA & Tax Professional Firms
Advanced tax planning and wealth strategy for tax professionals serving complex retirement and legacy clients.
Industry Associations & Conferences
Keynote and breakout content for financial services associations, conferences, and broader industry audiences.
Client & Prospect Events
Accessible presentations for clients and prospects on taxes, retirement, wealth transfer, major financial transitions, and women and wealth.
Whether she is speaking to advisors or clients, Debra’s goal is the same: make complex planning understandable, practical, and useful.
Bring Debra to your next event.
Share your event details and Debra's team will follow up on topics, availability, and logistics.