AS FEATURED IN
Is This Service A Good Fit For My Event?
Kevin delivers the most value when your goals and circumstances align with his expertise and passion. He typically works with:
ORGANIZATIONS
that seek to engage a highly-educated Millennial audience on personal finance topics
Event Organizers
who prefer a more inviting, nonjudgmental personal finance presentation than the stiff lectures that still define the industry
MILLENNIAL AUDIENCES
that want a finance professional who listens to them first, then engages in conversation on their specific sources of stress & uncertainty
Solo Presentations or Seminars
Panel Participation or Moderating
TV Appearances, Live Online Chats, or Webinars
Customized finance commentary based on audience interests, event goals, and recent news events
Candid, non-judgmental answers to host, moderator, and/or audience questions
E-mail information provided (as applicable) for audience follow-up questions
SCHEDULE A BRAINSTORMING CALL
Kevin Mahoney, CFP® has partnered with a variety of organizations to help them reach Millennials who seek trustworthy personal finance resources.
Let’s establish your organization as one that younger generations can rely on to help them build a strong financial future for them and their families.
Past Partners
Are you ready to join the Millennials at these organizations in learning how to make your money work for you?
START HERE:
THE MILLENNIAL INVESTMENT QUIZ
Ryan Frailich, CFP®
Founder, Deliberate Finances
"Kevin is one of the planners I turn to when thinking through challenging planning situations. He asks thought-provoking questions, provides useful perspective, and challenges me to view problems differently. He's also always quick to help others in times of need, setting a model for the industry."
NAME OF TESTIMONIAL, COMPANY NAME IF NEEDED
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What Does a Partnership with Kevin Look Like?
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Schedule
Identify
Design
Earn
a brainstorming session
with Kevin the financial pain points that your audience faces
with Kevin a custom presentation or commentary
Millennials’ trust as a reliable resource for financial information
BOOK YOURS NOW
Kevin can bring to your event the same effective advice he has provided to his Millennial clients, including how to:
Repay student loans using the most appropriate repayment strategy
Save for a down payment while juggling other financial responsibilities
Invest savings account funds in the stock market to maximize growth opportunities
Prepare for upcoming child-related expenses, such as child care
FOLLOW @BYKEVINMAHONEY
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