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Financial Wellness Workshop for your Organization

Fill out our online contact form to schedule Jon to speak at your company or organization. 

For nearly two decades, the Jon Baker team has been holding speaking engagements for Atlanta companies and organizations. 

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We always customizes the presentation to fit the needs of your company or organization. The presentations can be held as a lunch-and-learn or as part of a company’s work/life program. Our most popular topics include:

  • Retirement Planning: Retirement Distribution Strategies 
  • Understanding Social Security: 5 Ways to Maximize your Benefits 
  • Tips on Taking Control of your Financial Future
  • 6 Steps to Effective Money Management
  • Smart Budgeting and Managing Debt
  • Understand how a Roth IRA, 401(k) and IRA work
  • Controlling your Assets in Transition and Beyond
  • Effective Tax Strategies within your Investments
  • Estate Planning (Basic & Advanced)

Prior speaking engagements include:

  • Purchasing Power 
  • AT&T 
  • IBM
  • Macy’s
  • Kettering Executive Network
  • Right Management
  • Vistage
  • Zerorez
  • Russell Athletic
  • SAP
  • ExecuNet
  • Logo Included
  • Buford Academy School
  • Catholic Church of St. Ann
  • Roswell United Methodist Church

Fill out our online contact form to schedule Jon to speak at your company or organization.