Workshops for financial firms
Education-first sessions that fill seats, deepen client relationships, and position your firm as the trusted guide. No products, no pitches, nothing your compliance team has to worry about.
Client event workshop
"Your Next Chapter"Kwame presents at your client appreciation events, seminars, or prospect events. Built on the Next Chapter Five: purpose, money, place, health, and people. Clients leave clearer and more confident, and they associate that feeling with your firm.
OutcomeSeats filled, referrals opened, your firm positioned as the guide.
Advisor workshop
"Leading the Next Chapter Conversation"Trains your advisors to guide clients through Social Security timing, Medicare, and the life side of retirement, the conversations that build deeper relationships and stronger retention.
OutcomeAdvisors who can hold the whole conversation, not just the portfolio.
Focused session
Social Security & Medicare EssentialsA practical session for client or employee audiences on the two decisions that make or break a long retirement. Verified against current rules every time it runs.
OutcomeFewer costly mistakes, more informed decisions, a room that trusts you.
Easy to clear through compliance. I don't talk investments or products, so your firm can bring me in without stepping on your own advice. Content is available for compliance review in advance. I complement what your advisors do. I never compete with it.
How it works
Book Kwame
Tell me about your event: the date, the audience, the format, and what you want the room to walk out knowing.