Angela Wright has spoken at many organizations and media outlets in the greater Bay Area and beyond, sparking change among groups of people with human-centered wealth and finance expertise. Angela’s advice and insights offer out-of-the-box and actionable recommendations to take control and create a life that genuinely excites them.

If you’re interested in having Angela present customized content to engage your group, she would love to help empower your audience.

Presentations and Topics Include:

• Tax Law Changes
• Economic Recovery
• Estate Planning Preparation and Changes
• Living Trusts
• Long-Term Care
• Investing in Real Estate
• How partners and spouses can work together on Real Estate Investing
• Speculation vs. Investing
• Annuities
• 529 Plan and College Investing
• How to Retire on a Lump-Sum
• Medicare
• Social Security
• Rollovers
• The Ins and Outs of Roth IRAs
• Retirement Plans for Individuals and Entrepreneurs
• How to Work with an Investment Advisor
• What to Look for When Hiring an Attorney
• Loans and How to Handle Them
• What to Consider When Doing a Business Transition
• How to Prepare Your Heirs for Their Inheritances
• ESG Investing
• Stock Markets and Money Loss
• Family Business Governance
• What to do with Your Old 401k
• Concentrated Stock Positions
• Should You Pay Off Your Mortgage Early?
• Financial Therapy
• Divorce
• Donating Appreciated Securities
• Financial Industry Fraudsters
• Inflation
• How to Integrate Values with Financial Decisions
• Mortgages
• Year-End Tax Savings
• Navigating Market Meltdowns
• How to Have the “Money Talk” with Your Partner