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Financial Planning for Millennials

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Speaking & TV

Sophia Bera, 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, CFP®
sophiaberaSophia Bera, CFP®@sophiabera·
18h

The best place to save money for a down payment on a house, according to a financial planner: https://snip.ly/n3yptz via @CMLock42

Reply on Twitter 1365466692697153537Retweet on Twitter 1365466692697153537Like on Twitter 1365466692697153537Twitter 1365466692697153537
sophiaberaSophia Bera, CFP®@sophiabera·
24h

Money tip: Reflect on some of the savings and spending habits you've picked up during the pandemic. How can you make them permanent? https://genyplanning.com/2020/07/28/pandemic-savings-habits-to-adopt-for-the-long-term-2/

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sophiaberaSophia Bera, CFP®@sophiabera·
26 Feb

The smartest things do with your money when you get a raise, according to a financial planner: https://snip.ly/sw98hq via @finstaples

Reply on Twitter 1365308274724245514Retweet on Twitter 1365308274724245514Like on Twitter 1365308274724245514Twitter 1365308274724245514
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