Build Your Culture

Invest in your employees’ well-being through financial education

Want to host a financial wellness session at your organization?

Let’s chat!

I’ve spoken with thousands of women.

Here’s what past clients say:

 

“Our employee resource group invited Beth to host a financial seminar on restricted stock units, and we are so glad we chose to work with her! Her event drew more than 500 attendees, and we received glowing feedback. Beth broke down the complex subject of restricted stock units in a way that was easy to understand, and I think she really helped demystify stocks and employees' selling options really well.

On top of that, she was engaging, knowledgeable, and extremely organized -- an overall pleasure to work with. I would highly recommend Beth for your financial workshop and seminar needs!"

- Claire W | Women@SFO Lead

"Our nonprofit organization invited Beth to discuss Money Moves for Women in their 20’s and we all learned so much from her.

She was very flexible in tailoring her content to our age group and was very easy to work with. Her materials helped to explain complex topics in a way that was very easy to understand, and her passion for empowering women was very inspirational.

We would highly recommend inviting Beth as a guest speaker for all groups!"

- Spring Ma and Grace Ma

Past Speaking Engagements

  • Google | Women @ Google | May 2022 - “RSUs and You: A Guide to Stock Compensation”

  • Women In Network | May 2022 - “Money Moves for Women in their 20s”

  • Google | Women Interns at Google | August 2022 - “Building Your Financial Foundation”

  • Google | Women @ Google | October 2022 - “Protecting Your Money”

  • Google | Women @ Google - San Francisco | October 2022 - “Building Your Financial Resilience”

  • UC Berkeley Haas School of Business | MBA Women in Leadership Retreat | October 2022 - “Strengthening Your Financial Wellness”

  • Xoogler Community (for former Googlers) | February 2023 - “Planning your Financial Life as a Xoogler”

  • Divines NYC | November 2023 - “Growing Your Financial Foundation”

  • Divines NYC | January 2024 - “New Year, New Wealth”

  • Informatica | Women in Tech | April 2024 - “Building a Wealthy Mindset”