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Karen Lee - Speaker PDF Print E-mail

Karen’s passion for helping people live beneath their means and achieve their life’s goals has moved her to reach an audience beyond her financial planning practice. Her articles have appeared in both industry and consumer publications, and she is a frequent guest on CNN Newsroom.

Karen also is in demand as a speaker, appearing both at industry and consumer events. She has addressed audiences of financial advisors at events held by the Financial Planning Association (FPA), the American Institute for Certified Public Accountants (AICPA) and Securities America (the broker/dealer with which Karen is affiliated.) She has also presented to local faith communities and women’s organizations.

Karen speaks enthusiastically on the following topics:

  • It's Only Money - Why Does it Cause So Many Problems?

  • Sometimes I Feel Like a Therapist

  • What Affects Our Attitudes Toward Money

  • Money Baggage:  Yours, Mine and Ours

  • Simple Steps to Help People Get Unstuck Financially

  • Helping Your Clients to Reach Their Financial Goals (Without Tripping Over the Goal Post)

 

Her message resonates with her audiences. Whether it’s helping colleagues understand the importance of connecting with their clients about money baggage they may carry, or helping consumers recognize how they may be self-sabotaging their carefully constructed financial plans - Karen is an engaging, thought-provoking speaker.

 

If you are interested in having Karen speak at your event, contact her at 770-353-6312.

 
 


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