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Financial Planning for Millennials

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Speaking & TV

Sophia Bera Daigle, CFP® is a sought after speaker and presenter who enjoys speaking to consumers, financial advisors, and especially college students both in person and virtually.

 

Advisor Focused Presentations:

Past speaking engagements include: NAPFA National Conference, FinCon, FPA of Atlanta, FPA of MN, NAPFA South Region, Texas A&M’s Diversity Conference, and the American Bankers Association. She was the keynote speaker at FPA Austin’s annual conference in 2016. In addition, she’s participated in a variety of webinars hosted by big financial institutions to local credit unions. She covers topics such as:

  • Next Generation Financial Planning: Attracting and Meeting the Needs of Gen X & Y Clients
  • Building Your Brand as a Financial Planner Using Blogging, Social Media, and Press!
  • How to Rock the Twittersphere!
  • Get Quoted! Steps Advisors Can Take to Get Media Attention
  • Tech Tools to Run a Virtual Financial Planning Practice

Consumer Focused Presentations and Webinars:

Sophia is available to educate consumers about a variety of financial topics. She often gives talks at companies, who bring her in to teach their employees. She has spoken at Google, Austin Theatre Alliance, and Balfour Beatty. She covers topics such as:

  • What You Should Have Learned About Money But Never Did
  • Smart and Easy Retirement Planning for Millennials
  • Financial Basics: 3 Easy Ways to Get Your Money In Order

To inquire about speaker or webinar fees, email sophia@genyplanning.com. Sophia looks forward to hearing more about your next event!

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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Sophia Bera Daigle, CFP® Follow

Founder of Gen Y Planning. Entrepreneur. Wife & Mama. Theatre kid at heart. Lover of breakfast tacos and karaoke.

sophiabera
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
7h

Whether your an owner or a W2 employee, both types of employment have their ups and downs, but here are some ways you can build wealth. #BuildingWealth
https://buff.ly/2Obseb7

Reply on Twitter 1620806739477118976 Retweet on Twitter 1620806739477118976 Like on Twitter 1620806739477118976 1 Twitter 1620806739477118976
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
22h

A decision matrix allows you to break down one big choice into several different factors affecting how you make that choice. #DecisionMatrix #PersonalFinance https://buff.ly/3AuxYEd

Reply on Twitter 1620587882493747200 Retweet on Twitter 1620587882493747200 Like on Twitter 1620587882493747200 Twitter 1620587882493747200
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
31 Jan

In my experience, your business is more successful, and your clients are happier, when you can be fully present. #SmallBuisess #EmployerBurnout https://buff.ly/3AZBgRq

Reply on Twitter 1620459402053517314 Retweet on Twitter 1620459402053517314 1 Like on Twitter 1620459402053517314 1 Twitter 1620459402053517314
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