Speaking

Start planning for your future with insight and confidence.

“Money is about much more than dollars and cents. It’s about our family; it’s about our first experiences with money; it’s about our life values; and it’s about the conversations we do or do not have with the people who influence our saving, sharing, investing, and spending.” —Kathy Longo

Financial planning involves so much more than numbers. Kathy Longo is the president and founder of Flourish Wealth Management and brings over twenty-five years of wisdom to audiences across the country. She is passionate about helping others discover their values, communicate their long-term financial goals, and plan for their dreams.

Kathy offers presentations that empower audiences to take control of their finances through assessing their unique experiences and individual needs. Her presentations address the psychological side of financial planning that’s often overlooked in this numbers-driven industry. Kathy specializes in speaking to women on how to manage their wealth with confidence in the male-dominated field of financial planning.

Speaking Topics

Kathy offers the following presentations, all of which can be tailored to your audience’s needs:

  • Planning in the Midst of Life’s Big Events
  • More than Just Numbers: The Emotional Side of Wealth Management
  • Women’s Role in Managing Their Wealth
  • Let’s Talk Money: How to Have Productive Conversations Surrounding Finances

Give your audiences invaluable insight into planning for the life they’ve always envisioned. Book Kathy Longo to speak at your next event!

Book Kathy!

Speaking Events

Past Events

  • November 13, 2018
    Session Two: Conversations and Transitions that Lead to Legacy
    TBD
  • September 13, 2018
    Session One: Value for Generations
    St. Paul, MN
  • August 21, 2018
    Women's Foundation of Minnesota: Partners in Equity Series
    Multigenerational Giving & Donor Advised Funds
    Minneapolis, MN

How Can You Flourish Financially?

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Flourish Financially: Values, Transitions, and Big Conversations

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