Speaking

Pete the Planner proudly presents several speaking options

  1. Keynote messaging (Topics include: Personal Responsibility, Success, and Entrepreneurship)
  2. Emceeing
  3. Financial Wellness Curriculum for Businesses

Financial Wellness Curriculum for Businesses

Pete the Planner provides timely, pertinent, and cutting edge financial education to the employees of America’s top companies. While 401k providers often offer to provide financial content, it is incredibly inadequate and out of touch. Employers should not waste the opportunity to make an impact on their employees financial lives.

Pete’s Mission:

  1. To reach as many employees as possible with timely financial content.
  2. To provide comprehensive financial content that deals with specific financial challenges (e.g. divorce, marriage, new homeownership).
  3. To continue to help employees accomplish their financial goals.
  4. To increase productivity by de-stressing employees in regards to their finances.

Content packages include (but are not limited to):

Pete the Planner 1 Day to Change Workshop 

This is the flagship workshop in the PTP workshop series. It is a 3, 2, or 1 hour workshop that is comprehensive in nature. Each participant receives a copy of 60 Days to Change (the book). This workshop covers: getting organized, budgeting, spending, debt, credit, saving, investing, risk management, and charity.

Lifestyle Series (5 separate 1-hr events) 

The Lifestyle Series specifically addresses some of the unique challenges that comes with some of life’s most significant events.

  1. Divorce
  2. Newly married
  3. Pre-home ownership
  4. Getting a late start on retirement planning
  5. Getting out of debt

Ask Pete the Planner Day 

“Ask Pete” days allow employees to schedule 20-min appointments with Pete. During these appointments, the employees can have their financial situations analyzed. The employee can discuss any financial topic that they want during this time.

Four financial stages workshop

How should a person progress through their financial life? It seems like a simple enough question, but no one really knows the answer. How do you know when you are simply hanging on and when you are succeeding? Money isn’t the answer. This workshop helps attendees map out a financial path. The four stages discussed are: Surviving, Driving, Arriving, Thriving

Join the best companies and institutions in the world by having Pete the Planner talk to your people!


Pete The Planner gained avid fans after a visit to one of our company Lunch & Learn. As a company with many gen-Y team members, Pete has set us on the right path to successfully managing individual finances. His way of providing relevant, useful and interesting financial information in a comedic way was a great hit amongst our crowd. We welcome Pete into our office anytime! -Slingshot SEO

For my team’s annual planning meeting, we brought in Peter at the end of the day as a way to unwind and maybe even learn something. I had anticipated the group would appreciate his mix of humor and unique personal finance challenges. He exceeded those expectations. I’ve since heard from several team members how they are already applying those learnings at home. In addition, we were actually able to translate some of those learnings to our corporate jobs where being fiscally responsible is critically important. -Jeff Sullivan, Group Manager Professional Marketing, Roche

Recent presentations include appearances at:

  • RE/MAX
  • Slingshot SEO
  • US Army – National Guard
  • Roche Diagnostics
  • Ball State University
  • Defender Direct
  • Ping Identity
  • Hanover College
  • Adams State College
  • Ivy Tech
  • F.C. Tucker
  • National Multiple Sclerosis Society
  • Hamilton County MIBOR

Contact Pete for more information on how to bring his brand of fun and financial knowledge to your institution. While you’re here, you can also check out Pete’s news page to see video of his speaking presentations.

 

Get more information by emailing info@petetheplanner.com