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

Interested in joining other event organizers and media outlets who have become known for offering relevant financial information to a Millennial audience?

let's chat

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

Schedule a 30-minute Brainstorming Session

Tell Kevin about your goals and we’ll start to plan for how he can help you and your team

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