This keynote, will empower people by enhancing their knowledge of the financial system that governs them, and gives them immediate resolution tools to access to fix and access credits, products, and services to manage their banking relationships smartly. The audience will learn from the voice of a former senior banking executive officer in commercial and investment banking working for major banks, based in New York City.

Financial Education is lacking in our society. Today, the general public and professional are in need of financial education as major events cause financial stress and challenge people’s personal finance. The events changing our world are rooted in key factors. The rise of Artificial Intelligence, which becoming more prevalent in people’s daily lives, also threatens the loss of traditional jobs and many people losing their income, not adapting to change. In addition, upcoming retirement thresholds will bring new wave of retirees, and the transition of wealth to generations that, in many cases, have not worked to proactively build what has been left to them, creates a separation of economic status and knowledge in our society.

𝙇𝙚𝙖𝙧𝙣𝙞𝙣𝙜 𝙊𝙗𝙟𝙚𝙘𝙩𝙞𝙫𝙚𝙨: The attendee / participant will…

• Gain a comprehensive understanding of the financial system, empowering attendees to build trust and make informed decisions.
• Elevate Financial System Perception and Understanding: Develop a keen ability to RECOGNIZE the characteristics of banks, how your money flows,
• Discover what you can do to access more money, more credit, better interest rates, better financial products
• Self-Empower Ownership: Seize OWNERSHIP of your banking and financial relationships
• Foster a forward-looking mindset that identifies opportunities that you can take from banking and financial services

𝙆𝙀𝙔𝙒𝙊𝙍𝘿𝙎:
• Financial Services Education
• Financial Products
• Credit Risk Management
• Investment Management
• Commercial Banking

𝙏𝙖𝙧𝙜𝙚𝙩 𝘼𝙪𝙙𝙞𝙚𝙣𝙘𝙚:
Forward-thinking audiences who want to understand the financial system from a real banker and leader’s perspective and take an active role in their banking relationship.

Whether you are an executive, or professional in an industry outside of banking, a manager, entrepreneur, or individual, this empowering keynote offers valuable insights and actionable strategies to navigate and use the financial system to your advantage. Simplifying complexities, attendees will gain the tools and inspiration to become catalysts for themselves and loved ones for a positive transformation, lasting impact financial endeavors moving forward

𝙇𝙞𝙣𝙠𝙨 𝙩𝙤 𝙎𝙖𝙢𝙥𝙡𝙚 𝙑𝙞𝙙𝙚𝙤𝙨:

𝙎𝙥𝙚𝙖𝙠𝙚𝙧 𝘿𝙚𝙢𝙤 𝙍𝙚𝙚𝙡: