fbpx

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

forethought planning logo black

SPEAKING

Empower your team

Shannon is a sought-after speaker in her industry. Her ability to connect, educate, and keep an audience engaged and interested gives her a unique advantage for any event. 

Enrich your event

Whether you need a keynote speaker, workshop facilitator, educational programming, or something custom, Shannon will enhance the quality of your event.

Shannon connects with listeners in a way that leaves them with simple, executable steps to get started on their personal journey’s toward building wealth.

— Carrie Guarrero, EVP at Fairway Mortgage

Speaking Topics:

  • Financial Planning in a world of uncertainty
  • Sustainable Investing
  • Wealth with impact
  • Planning for Retirement
  • Wealth-care for entrepreneurs 
  • Planning for life’s transitions
  • Wealth Vision Creation
  • Healing from our money story
  • Financial Gaps in our Economy
Book Shannon

Speaking Opportunities:

  • Keynote Speaker
  • Workshops
  • Education Programming
  • Lunch and learn facilitator
  • Custom Event Speaking
Book Shannon

Community Engagement

Educate your team

Wealth and Financial Education to empower your group

For over 15 years Shannon has been leading and inspiring teams in a variety of industries: non-profit, for-profit, banks, wealth management, and groups of entrepreneurs. She brings her passion for wealth education and diverse financial experience to the table to empower your team.

Women and Wealth

Shannon empowers women with the mindset they are worthy of wealth and gives practical steps to live into that reality. 

Financial Planning

Shannon teaches money touches every aspect of your life and how to plan your finances with a comprehensive approach. 

Business Planning

Shannon helps entrepreneurs create a financial plan for their business and educates them on making decisions that build wealth.

Book Shannon

Have a question about speaking opportunities?

Interested in booking Shannon for your event?

Fill out our inquiry form so we can learn more about your needs for your event.

Speaking Interest
Facebook Linkedin Spotify
forethought planning logo white

Services

FINRA Broker Check:

Contact

Subscribe

General Sign Up

The material on this website was created for educational and informational purposes only and is not intended as tax, legal or investment advice. Please consult with your attorney, tax, or financial professional for guidance on your specific situation. LPL Financial does not provide tax or legal advice.

Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Financial planning is offered through Forethought Planning, a Registered Investment Advisor. Forethought Planning and LPL Financial are separate entities.

Socially Responsible Investing (SRI) / Environmental Social Governance (ESG) investing has certain risks based on the fact that the criteria excludes securities of certain issues for non-financial reasons, and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.