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Speaking

Creating Alpha at the Intersection

of Business and Life

Renee's focused approach on the intersection of an entrepreneur’s life and business and the efficiencies that can be created there is unique and delivered in an engaging, easily understood way.  She specializes in working the gap between your Financial and Business Advisors. This space is where futures are made and Renee' is passionate about educating others on the best approach to maximizing theirs.

Multi-Day Workshops
and
Retreats

A comprehensive examination of the Wealth Alpha™ approach, this is a personalized, multi-day format designed to encourage adaptation.

 

The goal is help you apply acquired understanding of the Wealth Alpha™ approach to begin to solve problems and think differently about your own practices.

Keynote Presentations
Keynote Presentations

A 1-2 hour introduction to the Wealth Alpha™ way of life, this engaging presentation is perfect to capture the “big idea” for your event.

Full Day
and
Half-Day Programs

A step beyond a key-concept overview, we begin to translate insights into opportunities for you while providing a more in-depth exploration of Wealth Alpha™ concepts. This stimulating format is an active learning experience for attendees.

Full & Half-Day Programs
Recent Engagements

 

 

Women's Leadership Conference

Not Just Another Personal Finance Session!

Minneapolis, MN

SCORE 

Exiting Your Business 3 Part Series

Ft. Lauderdale & West Palm Beach, FL

PLANNING SEMINAR SERIES

Succession Planning for Entrepreneurs

Are You Leaving a Legacy or Labor Behind?

Sarasota & Plantation, FL 

Tax Law Changes & You

Boca Raton, Tampa, Ft. Myers, Miami, Plantation, & N. Palm Beach, FL

Popular Topics

- Enhance Your Alpha, Fuel Your Dreams

- Are You Leaving a Legacy or Labor Behind?

- Women, Wisdom, & Wealth Alpha

- The 8 Key Drivers of Business Value
- The 8 Key Drivers of Wealth Alpha™ 
- What to Look for in a Financial Advisor
- Asset Protection for John & Jane Doe

 

WHAT PEOPLE SAY about

WEALTH ALPHA Workshop

I realized that I can be more in control of what direction my wealth takes me and my family, and to craft the legacy that I leave.” 

 D.C., Business Owner

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