Financial Work-life Workshop for Your Organization

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

Financial stress affects the lives of many working Americans. Knowledge is power, so let’s discuss how to alleviate some of that stress and provide clarity with an engaging and informative financial speaker. The presentations can be held as a lunch-and-learn or as part of a company’s work/life program.

Work-Life Programs

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
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
Work-Life Programs

Prior speaking engagements include:

  • Purchasing Power
  • AT&T
  • IBM
  • Macy’s
  • Kettering Executive Network
  • Right Management
  • Vistage
  • Zerorez
  • Russell Athletic
  • SAP
  • ExecuNet
  • Buford School
  • Roswell United Methodist Church

Schedule a financial wellness workshop for your company or organization.