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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 ·
3h

A great article for college students looking to start their own side hustle while in school. I was happy to contribute to this article from @vervetimes. #SideHustle #PersonalFinance #CollegeJob https://buff.ly/3SPG4zo

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sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

No one can control what’s going on right now, and we certainly can’t control the economic implications, either. So what can you do? #Investing #MarketVolatility https://buff.ly/3bmmxpE

Reply on Twitter 1558181610637361155 Retweet on Twitter 1558181610637361155 Like on Twitter 1558181610637361155 Twitter 1558181610637361155
sophiabera Sophia Bera Daigle, CFP® @sophiabera ·
12 Aug

Creating a budget or a spending plan starts with understanding your life — your needs, your wants, and your bills. #Budgeting #Spending #FinancialBuildingBlocks https://buff.ly/3u9zpp8

Reply on Twitter 1557879630681473025 Retweet on Twitter 1557879630681473025 Like on Twitter 1557879630681473025 Twitter 1557879630681473025
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