Lisa Krall

 

Lisa Krall

Are you looking for a professional presentation for your conference, workshop or organization?

Lisa Krall, Financial Advisor and Owner of Park Avenue Wealth Management, is a popular presenter, known for her practical and easy going approach to financial education. Her refreshing style helps take the mystery out of complicated financial topics and keeps audiences engaged and interested.

Here are the most popular presentations:

Top New Digital Tools for Small Businesses

Technology has not only shrunk the tools we use, but it has also given small businesses the power to operate like a big business. Technological tools can help small businesses get better organized, efficiently manage their finances, or support customer service and win new business.

In this helpful presentation just for small business professionals, you’ll learn about eight digital tools to help with getting organized, tracking money, and keeping your personal relationships a priority. This presentation is ideal for small business owners, professionals, chamber of commerce and professional associations and organizations.

Length: Can range from 20 to 90 minutes

Ideal Audience: Small business owners, entrepreneurs, chamber of commerce groups, professional associations and organizations

Bonus: Each attendee will receive a complimentary thirty day membership to eMoney, a program that easily tracks income, expenses, debt and wealth.

Women, Take Charge of Your Financial Future

Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That’s why it’s so important that no matter what life stage
they’re in, women know how to save, invest, and plan for their future.

When you attend this seminar, you’ll learn:

• Six steps that women can take to help them achieve financial security
• Why women’s economic clout is growing
• The unique financial challenges that women faces

Each person will also receive a free workbook customized for this presentation including key information, worksheets and questions to help remember the important points from the seminar.

Length: Can range from 20 to 90 minutes

Ideal Audience: Women interested in understanding their financial situation and who want to learn more about saving and preserving their wealth.

Bonus: Each attendee will receive a complimentary thirty day membership to eMoney, a program that easily tracks income, expenses, debt and wealth.

Estate Planning for Members of the Military

Whether you’re a veteran or just starting out in the military, preparing your estate is extremely important. In this helpful 30-45 minute presentation, Financial Advisor Lisa Krall shares what military members need to know to protect their families. There are benefits for service members and veterans that you should know and understand when planning for your families financial security.

During this presentation, Lisa explains the following benefits:

• Military Life Insurance
• Veterans Mortgage Life Insurance
• Tri-Care Health Insurance
• Death Gratuity
• Dependency and Indemnity Compensation
• Survivor Benefits

Length: Can range from 45 to 90 minutes

Ideal Audience: Members of the military, veterans and their families. This presentation is ideal for libraries and community agencies. This presentation can be offered in person or via webinar.

Bonus: Each attendee will receive a complimentary thirty day membership to eMoney, a program that easily tracks income, expenses, debt and wealth.

Why Women Need a Different Financial Plan Than Men

When it comes to thinking about, earning, planning and saving money, women have different financial needs than men. While women have never been in a better position to achieve financial security, they still face the same challenges dealt with by our mothers and grandmothers. With longer life expectancies than men and usually less earnings, women need to be extra savvy when it comes to saving and managing their money.

In this practical discussion style workshop, Lisa will share 4 simple steps that any woman can take to feel confident about financial planning. This presentation is ideal for women’s groups, mother-daughter luncheons, fundraisers, professional associations and organizations.

Length: Can range from 45 to 90 minutes

Ideal Audience: Women’s groups, mother-daughter luncheons, fundraisers, professional associations and organizations

Bonus: Each attendee will receive a complimentary thirty day membership to eMoney, a program that easily tracks income, expenses, debt and wealth.

Lisa Krall believes that financial empowerment should never be intimidating. As the host of Money Moxie, a popular WebTV Channel, her passion is educating and empowering people about finance. As a financial advisor and owner of Park Avenue Wealth Management, Lisa has held an industry securities registration for 10 years and is subject to SEC and FINRA oversight.

Lisa is a University of Pittsburgh Graduate who earned a Bachelor of Science in Business Administration with a concentration in Finance. She also earned an Executive Certificate in Financial Planning from Duquesne University’s School of Leadership and Professional Advancement.

Lisa admires the traditional investment paths that have been successful over the years but also pays close attention to the new strategies being developed to navigate the changing investment markets. She enjoys discussing these options with her clients and works hard to ensure that each client knows how their investments work and what to expect from them over the years, especially nearing retirement.

She is available for speaking engagements in the following states: AZ, CA, FL, GA, IL, IN, MD, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA WV

Enjoy a few sample videos:
 
Emergencies Don’t Have to be Financial Disasters; Start Saving Now!

Unplanned car repairs and replacing household appliances should not drain your bank account. Financial Advisor Lisa Krall has tips to help you build your savings account so that every day issues don’t turn into financial emergencies. To schedule a consultation visit Lisa’s website at Park Avenue Wealth Management.
 
 
Estate Planning for Members of the Military

Whether you’re a veteran or just starting out in the military, preparing your estate is extremely important. Financial Advisor Lisa Krall shares what military members need to know to protect their families. Contact Financial Advisor, Lisa Krall at (724) 858-1122 or visit her website at Park Avenue Wealth Management.
 
 
Financial Adjustments after a Divorce

Because of the emotional strain of divorce, many women ignore the significant changes in their finances. Don’t make this common mistake. Listen in as Lisa Krall shares your most important to-do list when going through a divorce. To schedule a consultation visit Lisa’s website at Park Avenue Wealth Management.
 
 
Watch all the videos from Lisa’s series, Money Moxie with Lisa Krall

Lisa Krall offers presentations at no charge if the location is within 50 miles of Greensbug, PA. Outside of that, a travel stipend will be requested.

For more information about booking Lisa Krall for your upcoming program, conference or event, please contact her via email or call 724-858-1122

Travels from Pittsburgh, PA