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Speaking Engagements

Financial literacy can be fun and easy!

MK Lee is an engaging and dynamic speaker who takes the mystique out of personal finance. SEAMFI offers keynote presentations for corporations, schools, nonprofits or other organizations looking for a unique and educational program to encourage and empower their employees and audiences.

Sample Topics:

  • Managing Personal Finances: Minimalist Approach
  • Budgeting and Savings Fundamentals
  • Emergency Fund and Cash Flow Strategies Fundamentals
  • Investment Fundamentals
  • Equity Compensation Fundamentals
  • Employee Benefits and 401(k) Review Fundamentals
  • Retirement Planning Fundamentals

Contact us to discuss how SEAMFI can help.

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Advisory Services offered through Core Planning LLC, a Registered Investment Advisor. Disclosures

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