Book
CEO Tami McDonald, CFP®
to Speak at Your Next Event

Tami McDonald speaking to a panel.

Book Tami to Speak at Your Engagement

Tami McDonald, CFP®, Founder & CEO of Brookstone Wealth Management, has more than 30 years’ experience in finance and investing. She can share what she has learned during her career at your group’s next event.

When Tami speaks to a group, her goal is to empower each audience member to take control of their financial life and find their True North. To inquire about booking her to speak at your next event, submit the form below. Speaking engagements will be available beginning in Q1 2024.

Hear from Tami herself…

Learn About a Range of Financial Topics

Tami McDonald speaking to a panel.

Tami has the experience and education to discuss nearly any financial planning topic with your group. From employer sponsored retirement plans to budgeting, Tami can provide valuable insights and motivate audience members to reach their financial potential.

Some commonly requested topics include:

Retirement readiness – a discussion surrounding retirement preparation and how to know if you are ready to retire when the time comes.

Getting your head out of the sand when it comes to finances – a look at budgeting and financial planning basics.

Women’s financial issues – a specialized presentation about the financial planning issues that impact women.

With her vast experience, Tami has collected a number of tips to help your group approach financial planning with confidence.

Tami’s direct but compassionate approach to financial planning resonates with audiences. She focuses on helping individuals explore their deep-rooted connection with money and how it impacts their spending and investing decisions. Then, she coaches her clients to reframe this relationship and make positive decisions that will keep them on the path to financial success.

Valuable Presentations for All Types and Sizes of Groups

Tami has experience with a variety of clients and situations, so she can customize her presentation to your unique audience. Whether you have a group of new entrepreneurs just beginning to grow their wealth or an audience of well-established professionals looking forward to retirement, Tami can provide useful information.

Group of professionals at a conference.

Some of the groups Tami has spoken to in the past include:

Corporations
Executive Women’s Groups
Networking Groups
Corporate Groups
Civic Organizations

With her vast experience, Tami has collected a number of tips to help your group approach financial planning with confidence.

Tami’s direct but compassionate approach to financial planning resonates with audiences. She focuses on helping individuals explore their deep-rooted connection with money and how it impacts their spending and investing decisions. Then, she coaches her clients to reframe this relationship and make positive decisions that will keep them on the path to financial success.

More About Tami McDonald, CFP®

Tami knows what it’s like to live life financially dependent on another person. She also knows what it’s like to make it on her own as a single mother and entrepreneur. She founded Brookstone Wealth Management to ensure each of her clients has the financial education, guidance, and support to control their own financial future.

To accomplish this vision, Tami received the following education:

Bachelor of Business Administration, minor in Finance
Graduate of the College for Financial Planning
Accredited Private Wealth Advisor
Certificate of Masters of Women’s Advisory
CERTIFIED FINANCIAL PLANNER™
Annuity and Long-term Care Insurance licenses

Along with her education, Tami has the experience to help clients from all walks of life succeed. She has worked with a variety of clients in the finance and investing industries for more than three decades. During this time, she has seen numerous changes in the economy and investing markets and helped clients navigate these varying market conditions.

Book Tami to Speak at Your Next Event

Tami McDonald Founder of Brookstone Wealth Management

If the members of your organization need financial guidance, or a refresher in financial planning, a presentation by Tami is an excellent choice. Her speaking style is both engaging and informative. At each presentation, Tami aims to match the information she presents and her tone to the unique needs of the audience. This ensures that each participant leaves with the knowledge they need to conquer their financial goals and the confidence to approach financial planning head on.

Finally, a word from Tami:

“I know the value of hard work and the price you must pay to make things happen in your life. I also know the value of a dollar; how hard they are to come by and how hard they are to keep. It is through this experience that I have been driven to help others achieve their lifetime goals and dreams.”

– Tami McDonald, Founder & CEO Brookstone Wealth Management

To inquire about booking Tami to speak at your next event, fill out the form below today.