Speaking Engagements:
Workshops and Keynote Services

When you engage me to speak to your teams, churches, employees or even customers, you get more than just a speaker. You get a passionate financial education professional who is dedicated to your program and participant’s success.


All my presentations are customized to best meet the needs of your organization and the participants. Lessons are selected to help support participants. I am very flexible and able to adjust my presentation style to match the learners’ needs.

ABOUT ME

Pamela Setufe

CEO & Managing Partner

When I graduated from Trinity University in 2007, I had one of the top master’s in healthcare administration degrees in the country, but I also had more than $50,000 in debt. On a mission to pay it off as soon as possible, I had a rude awakening of how hard getting out of debt can be without personal finance education. My father, who is my hero, had taught me how the world worked; you go to college, get a good job, earn a decent living, pay your bills, and invest the rest of your money, if possible. But how could I pay my bills or even invest when I was struggling under crippling debt?

Fast forward to today. I got a personal finance education, and it changed my life. I learned how to create and implement a debt payoff plan and started investing for my future, and now my passion is helping others do the same. As a Certified Financial Education Instructor, I have the courage, confidence, and credentials to help make a difference in other people’s lives. As your trusted advisor, our Firm complies with the Financial Education Standards & Code of Conduct and follow the FTC Safeguard Rules to ensure that all your information is confidential and secure.

In Addition to Speaking Services,
We Provide:
Support & Resources

Consultation & Support

>  We first seek to understand your needs; then we define clear objectives and design the presentations to accomplish those goals.

Communication

>  Rest assured that your event will go off smoothly. We list a step-by-step countdown of activities that will take place leading up to the event.

Participant Resources

>  Select from a variety of participant resources: student guides, handouts, and other financial education-based giveaways are available.

Marketing & Promotions

>  We provide you with information and resources that make event promotion easier. Prewritten copy, a full marketing piece, pre- and post-event promotions are offered.

Continuing Education

>  We ensure that participants feel supported in the long-term. You can select from a variety of continuing education resources.