Words That Inspire Courageous Conversations

Jane brings a wealth of experience and inspiration to your event. A veteran of the financial services industry – with 25 years of experience under her belt – Jane uses a combination of both compelling storytelling and industry insights to deliver presentations that are sure to ignite your audience.

Select from Jane’s list of dynamic keynotes below.

COURAGEOUS CONVERSATIONS

This program is perfect for:

  • ​Financial Services Industry
  • HR Departments and Companies
  • Women Entrepreneurs

Suddenly widowed, with a twelve-year old daughter and a financial tsunami coming her way after the tragic death of her husband, Jane knows first-hand how important having a solid financial plan in place is to one’s overall survival.

In this powerful presentation, that will have you in tears one minute and laughing out loud the next, she will share her story of loss, coming through the darkness and out the other side to live and love again. Join her as she shares through the eyes of a beneficiary her own experiences, tips and strategies to help people to have the right ‘courageous conversations’ with their loved ones before it is too late!

WOMEN AND WEALTH

There is a changing face of wealth in North America. Moving forward women will represent an increasingly influential segment within the Wealth Management market.

Here are just a few important things to know about this emerging market.

  • 70% of women will change their husband’s advisors within one year of the death of their spouse/partne
  • 90% of women will be required to play the role of sole financial decision maker at some point in their lifetime
  • By 2026, women in North America will control close to half of all accumulated financial wealth

This target market represents a significant amount of future business. Therefore, are you already working in this market? If you are, are you doing what is necessary to become a trusted advisor for life? If you are not already working in this market, what is preventing you from doing so?

In this presentation, Jane will offer up important insights, tips and strategies as to what is important for professionals to keep top of mind when working to build solid relationships within this influential emerging wealth market.

THE CONNECTION BETWEEN MENTAL WELLNESS & FINANCIAL WELLNESS

Mental Wellness & Financial Wellness go hand in hand and as a society we are talking more about mental health in the workplace but we also need to be discussing financial wellness.  In surveys where they ask employees what causes you stress, the answer that tops the charts is consistently personal finance.

In a recent survey conducted by a large company, they found three of the top four stressors are:

  • Personal and household finances (45%)
  • Budgeting (32%)
  • Unexpected finances (31%)

As well, one-third of respondents reported feeling insecure about their overall financial health.

Personal finance gets into our life; it gets into our sleep, into our self-esteem, into our relationships.

In this presentation, Jane will offer up important insights, tips and strategies as to what is important for professionals to keep top of mind when working with clients and their families to help minimize this stress.