Keynotes and Workshops

Keynote Presentations and Training Programs

Keith Weber is an accomplished keynote speaker and expert in helping individuals define and create their unique second act.  For Financial Advisors, Keith provides the tools and training to equip advisors to build stronger client relationships by helping  clients define and  achieve not just their financial goals, but their life goals as well.  For clients and general public audiences, Keith provides a systematic process to truly define and create your ideal second act at any age.

All of Keith’s presentations are customizable to deliver the emphasis and outcomes you need. Several weeks before your event, Keith will conference with you to clarify your goals for the event, who will be in attendance,  where the emphasis needs to be delivered and the specific outcomes you want to achieve.   Please contact us at 970-402-2028 for more information.

Financial Advisor Programs

Rethinking Retirement Life Planning

Turning clients into loyal advocates requires building ever deeper relationships.  To do this, advisors need to become more than just a trusted financial advisor, you need to be a trusted personal advisor.  Over the past decade extensive research has been done in an attempt to define just what it takes to be happy, content and fulfilled. While there is no one, single answer, experts have identified six different “life arenas” within which all the variables in our lives will fall.  The Rethinking Retirement Life Planning presentations are designed to introduce advisors to the various life arenas and provide an understanding as to how each of these arenas impact the financial planning process.  Easily scalable to be implemented into any financial advisor’s practice, the Rethinking Retirement Life Planning program will provide the differentiator that turns prospects into clients and clients into advocates.

Best suited for:  Financial Advisors
Format:  Keynote, Breakout or Full Day Training Presentation
Length: Keynote or Breakout  Presentation is Customizable from 30 – 75 minutes.  The  Training Program can be customized to fit 1/2 day or full day agendas.

Engaging the Affluent

Everyone wants to work with affluent clients, but how do you make them want to work with you?  The key is in understanding the values and motivators that drive their behavior.  In Engaging the Affluent, participants will learn how affluence impacts personal development and why traditional “numbers-based” financial planning is no longer enough to develop deeply loyal client relationships among affluent investors.  Keith then shares his proven step-by-step process to improve client relationships resulting in increased wallet share, customer loyalty and referrals.

Best suited for:  Financial Advisors
Format:  Keynote, Breakout or Full Day Training Presentation
Length: Keynote or Breakout  Presentation is Customizable from 30 – 75 minutes.  The  Training Program can be customized to fit 1/2 day or full day agendas.

The Future of Retirement:  Essential Skills for Financial Professionals

The concept of retirement, which for the past 50 years has been a driving motivator for millions – including many of your clients – has changed, and will continue to do so. The traditional one-way road from career to retirement is giving way to countless variations of how boomers are choosing to work and live the second half of their lives, bringing with it new demands on the skills and services you bring.  In The Future of Retirement, Keith examines current economic, social and generational trends to extrapolate where they are likely to lead to in the future and provides the skills you need to differentiate and grow your business today.

Best suited for:  Financial Advisors
Format:  Keynote or Breakout session
Length: Customizable from 30 – 75 minutes.

Client and General Public Programs

Keith’s Client and General Public Programs are perfect for client, employee and general audiences.   These presentations are often provided in conjunction with corporate HR initiatives or client appreciation events.

The Total Retirement Workshop

Retirement planning is no longer just a financial exercise, it’s a complete lifestyle transition.  As such, your employees need to plan the emotional, psychological and lifestyle aspects of their retirement in addition to the financial.  Our Total Retirement Workshop is intended for corporate environments and covers both the financial and emotional aspects of your employee’s retirement planning.  As both a non-practicing Certified Financial Planner™ and Certified Professional Retirement Coach, Keith brings both the expertise and the objectivity to educate your employees on the financial rules of retirement, and also prepare them for the lifestyle issues that the retirement transition so often brings.

Best suited for: Employee or general public audiences
Format:  Workshop / seminar
The Future of Retirement

What it means to be retired has changed…and will continue to change. No longer viewed as a purely economic event, many of us now view retirement as a time to create more meaning and fulfillment, to give back, and to improve the overall quality of our lives. But for many people the economic realities of today make the traditional model of retirement no longer possible or even desired. With over 80% of baby boomers planning to continue to work in some capacity in retirement, finding work with passion and meaning, or finding passion and meaning in your work, is key to your personal happiness and fulfillment.

In The Future of Retirement, Keith examines current economic, social and generational trends to extrapolate where they are likely to lead to in the future and provides you the tools you need to plan the future of your dreams.

Like all of Keith’s programs, this presentation can be customized to deliver emphasis to:

• Current Retirees
• Soon-to-be Retirees
• Midlife employees

as well as emphasis on:

• Employee engagement
• Finding meaningful and fulfilling work
• Traditional financial issues.

Best suited for:  General public (employee or client) audiences
Format:  Keynote
Length: Customizable from 30 – 75 minutes.

Battling Burnout: Re-Engaging Passion in Work and Life

According to the Conference Board, employee satisfaction is at an all time low.  How do you re-engage yours and your team’s passion for the work you do and the opportunity each day brings?  Filled with touching stories and exceptional humor, participants will learn to re-appreciate the importance of their role in the organization and the value of their contribution.  Participants will also reconnect their personal values to the principles, values and mission of the organization and leave with a renewed sense of passion and purpose.

Best suited for:  General employee audiences.
Format: Keynote Presentation
Length: Customizable from 30 – 75 minutes.

Please contact us at 970-402-2028 for more information.

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