Corporate and Conference keynotes and workshops to teach people how to take control of their finances and build wealth.
I am on a Mission to teach people to take charge of their Financial Future with confidence and ease.
Women deserve to be empowered and truly believe that they are in control of their financial future. Busting myths and learning the steps to make your money and investing goals achievable will get you on your path to reach your financial dreams.
I help Advisors understand the needs of women investors,
how to make better connections with women clients and become the Advisor team's female partner to provide educational seminars.
1) This workshop walks Women and Couples through aligning their money with their values, how to set money goals and start investing for the long term to achieve they life they desire.
2) You will better understand investing and learn how to hire the right person to help you achieve your goals. This workshop can give you the training to put an action plan into place.
Discover your Values and Mindset around money.
Hannah, BizLIbrary, Director of Content
"I'm very excited to add your expertise to our Expert Insights series! This course was so helpful for me personally to learn !"
March 6th, 2024
Women's REACH Conference
Wake Forest Biotech Place
The Intersection of Physical, Mental and Financial Wellbeing.
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Charleston Women in Business with Erin Keinzle
Erin and Debra discuss how the Financial Industry doesn't serve women well and how financial education can change that.
Debra has worked in the financial industry for over 27 years, based out of New York City for firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank. She has an MBA in Finance and has earned the Chartered Financial Analyst designation. She is bringing that knowledge directly to people by providing unbiased financial education to help people reach their financial goals and empower students with confidence in their financial future.