We Enjoy Sharing Our Speaking Expertise
The staff of Netvesco LLC (“Netvesco”) has multiple credentials and extensive industry experience. So, we have a lot of expertise to share. Although we focus that skill primarily on our clients, we still enjoy speaking with the public. Allow us to bring our financial acumen and engaging speaking style to your organization or event. We would love to help your audience take control of their money.
We Have Expansive Speaking Experience
Netvesco has broad financial expertise. As such, we can speak on a variety of subjects and topics. In addition, we will happily customize a presentation for your group. So, just let us know your needs.
Check out our most recent topics
- Defining Financial Goals
- Developing a Personal Budget
- Obtaining and Protecting Your Credit
- Analyzing Credit Cards and Other Forms of Debt
- Managing Personal Loans and Buying Decisions
- Applying Time-Value of Money Concepts
- Selecting and Monitoring Investments
- Evaluating Renting Versus Home Ownership
- Identifying Different Types of Insurance
- Exploring Retirement Savings Options
- Examining Income Tax Minimization Strategies
- Planning for Succession
Experience
Monique Georges is a financial advisor, business professor, and lifelong investor. She has over 20 years industry experience. As an executive, Ms. Georges has advised for such companies as Morgan Stanley, Genworth, Pacific Life, and Edward Jones. As an educator, she has taught for numerous institutions, including the University of Phoenix, Colorado Technical University, Marymount California University, and Cerritos College.
Education
Monique Georges received a Regents Scholarship to attend the University of California, Los Angeles. There she earned a BA and an MBA. Later, she attained a certificate in Personal Financial Planning from the University of California, Irvine. Most recently, Ms. Georges completed the Financial Planning Teaching Seminar sponsored by the CFP Board Center for Financial Planning and the Columbia University School of Professional Studies.
Credentials
Memberships
Arrange a Speaking Engagement
Scheduling a speaker is easy
01. Request
First, complete the below online form to request a speaker for your organization or event. In short order, we will review your request and respond.
02. Process
Next, allow sufficient time for discussion and preparation. Please note, requests take about eight weeks to process. So, plan our participation accordingly.
03. Complete
Soon, we will reach out to you complete the details. Yet, if you experience challenges submitting your request, contact us at admin@netvesco.com
Financial Planner Speaking Request
Contact Us Today
Please complete the form below for press, media, or speaking requests.