Signature Presentations

How to Stay Relevant in an Increasingly Diverse Environment 

Recognizing the Value of Cultural Competency

Diversity and inclusion offers optimal returns for companies, their employees, customers, and stakeholders. Identifying the importance of understanding cultural values and attitudes for effective financial planning engagement helps us uncover the planning needs of racially-diverse clients.

 

This presentation covers important topics like:

  • How behavioral psychology, such as a client’s comfort zone, impacts a client’s objectives, goals, understanding, decision making and actions

  • Who represents the next wave racially diverse clients, using African Americans and their evolving personal financial needs and objectives as a representative population

  • How to better understand this next-gen client’s cultural values and attitudes to ensure alignment with a planner’s recommendations

  • How to build trust through understanding their unique challenges and opportunities

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Financial Planning for the Rest of Us

A Holistic Guide to Building Wealth

Contrary to popular belief, financial planning is for the rest of us—not just the 1%. Lazetta believes everyone should have confidence in their finances and a financial plan that helps them live a secure and abundant life. Money should support your vision for your life, not control it. The journey to abundant living requires the courage and desire to live the life and legacy you deserve.

This presentation covers important topics like:

  • The steps to conquer fear and shame around money

  • How to make the most out of what you have

  • How to clarify your commitments and achieve your goals in ways that reflect your needs and values

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Invest in the Change You Seek

Start with You and Your Money

As financial advisors, not only do we want equal access to opportunity, we also want co-ownership of, or equity in, opportunities to build and sustain wealth. Collective economic power is a core catalyst for funding social change, and you can be part of the movement.

This presentation covers important topics like:

  • Understanding your part in the movement

  • Discovering ways to contribute to or invest in the change you seek

  • Motivating colleagues to join forces together

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When the Church and Its Members Mind Their Business

Be a Good Steward of Your Finances

(11) and to make it your ambition to lead a quiet life: You should mind your own business and work with your hands, just as we told you, (12) so that your daily life may win the respect of outsiders and so that you will not be dependent on anybody. 1 Thessalonians 4:11-12 New International Version (NIV)

When faith-based leaders and members run their churches and households as God’s owned-businesses, it opens the door to financial stability, economic freedom, and wealth for the common good of all. 


This presentation covers important topics like:

  • Minding your own business by being mindful 

  • How to run your household, and God’s household

  • How to invest in both good and purposeful stewardship

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Charging Ahead with Care and Courage

Empowering Strategies in Navigating the DEIB Journey

How can allies, and in particular women, care for themselves while tending to the incredible task of elevating Diversity, Equity, Inclusion, and Belonging (DEIB) efforts in the financial services industry? Lazetta shares key pieces of information that have helped her forge ahead with care and courage and the three charges she has for DEIB allies.


This presentation covers important topics like:

  • Rebalancing the scales between leading the charge and carrying the load

  • How the industry’s DEIB journey continues to measure up, and where the road leads from here

  • How allies can and should use their privilege and access for the greater good

  • How to prepare yourself emotionally and financially for the next stage of the journey

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