Events & Speakers

Willow Offers Speakers for Your Next Client Seminar, Financial Advisor Training Program or Sales Event

Women – NextGen – Underrepresented Groups

Speakers are Available for In-Person
and Virtual Events

Willow is pleased to offer an array of comprehensive training programs and speaker services designed to help you attract and nurture relationships with Women and NextGen clients.

Meet Our Speakers

Lacy was named Hispanic Empowering Executive of the Year by Wealth Solutions Report in 2023. She is frequently featured in the media and podcasts, including: The TODAY Show, Think Advisor, Financial Planning, Business Insider, WealthManagement.com, Yahoo Finance!, and GoBankingRates.

Candice McGarvey CFP® changes the way people think about- and behave around- finances. An expert in wealth management and pioneer in financial coaching for more than 20 years, Candice consistently inspires both advisors and investors to take action. She is frequently featured in the media and podcasts, including: Time.com and Money.com.

Specialized Expertise of the Willow Coaching Network

A Comprehensive Suite of Training Programs and Keynotes

Customized to the Unique Needs of Your Audience

Learn More About Willow’s Training
and Client Events

Our specialized training programs help your teams develop and apply the skills and knowledge they need to attract and grow their relationships with Women, NextGen and LGBTQ+ clients.

We offer:

Training Programs

Our specialized training programs help your teams develop and apply the skills and knowledge they need to attract and grow their relationships with Women and NextGen clients.

30-60-minute sessions
Choose one of many Willow Standard Programs or we’ll work with you to create a Custom Program
CE-Approved Option (Willow manages all CE attendance reporting)
Optional Add-On : CERTIFIED ADVISOR FOR WOMEN™
Optional Add-On: CERTIFIED ADVISOR FOR NEXTGEN™

Speaker Services

With our keynote sessions and seminars, you can book us confidently knowing we will deliver relevant and practical insight for your audience, whether it be advisors, consumers or employees. Breakout panels and moderated engagements are also available.

Up to 60-minute sessions
Choose one of many Willow Standard Program topics
CE-Approved Option (Willow manages all CE attendance reporting)
Optional Add-On : CERTIFIED ADVISOR FOR WOMEN™
Optional Add-On: CERTIFIED ADVISOR FOR NEXTGEN™

Topics

Empowering Women Investors
Engaging NextGen Investors
Supporting the Growth of Women Entrepreneurs
Helping Clients Navigate Divorce
Supporting Widowed Clients
Engaging LGBTQ+ Investors
Empowering Latino, Black and/or Asian Investors
Or we’ll help you create a program customized to your audience’s needs

Topics

Practicing Mindfulness for Financial Wellness
Your Relationship with Money
Planning for Education Expenses
Career Self-Advocacy & Personal Branding
Caring for Aging Parents
And more

Event and training prices start at $2k per event, depending on speaker, in-person vs. virtual and CE approvals. Click here to see our full list of speaker topics.