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

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:

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 the Google Austin offices and at 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

College Focused Presentations:

Sophia has spoken at the Texas A&M Financial Planning Diversity Symposium; University of Minnesota, Twin Cities campus; and Minnesota State University, Mankato (where she was adjunct faculty at one point). She covers topics such as:

  • Branding Yourself for a Career in Financial Planning
  • Navigating Through Student Loans and Other Debt
  • Why Entrepreneurship is the New “Job Security”

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