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Speaking Profile

Debra is a nationally-recognized financial speaker, available for conferences, panels, and custom engagements for companies and groups.  Debra has been a resource for US News and World Report, Insured Retirement Institute (IRI tv), Financial Advisor IQ, and the Dallas Morning News on topics as wide-ranging as retirement plans for the self-employed, regulations and laws that affect the industry, and how to run a family business.

Debra's current topics include:

  • Retirement plans for business owners

No two small businesses are the same, and the type of retirement plan suitable for a company is based upon the legal structure, the profitability of the company, the intent of the owner to fund a plan or not, the number of employees, and the way profits and expenses are realized. Small business owners tend to think that the business is their retirement, so they miss opportunities to amass liquid wealth and to realize tax savings. Debra reviews the types of plans available, which businesses they can benefit the most, and how they should be established to provide an effective employee benefit plan.

 

  • Estate plans for entrepreneurs

Along the same lines as the presentation above, estate plans should all be unique to the business owner. In addition to basic estate planning tools such as wills, trusts, and power of attorney documents, entrepreneurs need to consider what happens to the business if they die, whether partners or family will take over, and how they can maximize the benefits of the business (design it as a lifestyle business, a business that can function without them, or a massive growth engine to be sold). This is an especially important topic for family businesses. During this session Debra brings her experience from her work with her own clients and as a business owner herself to provide a framework for entrepreneurs to decide which plans will solve their challenges. 

 

  • Financial Wellness Index

Debra has developed a financial wellness index that is an overview of all of the issues that a financially healthy person or family should address, and it creates an objective template to prioritize the financial steps that they need to take next to achieve life goals. Debra leads the audience to identify their own goals and to "self diagnose" their progress against those goals, which helps them to map out their next steps.

 

  • “Women are just like people”

If women understood the impact that a 20% earning gap creates over a lifetime of financial decision-making, they would be stunned. “Women are just like people” is Debra's way of saying that we have the same basic financial needs as men – we’re all humans with life goals. With the right information, women may make different decisions about how they direct their efforts and spend their money and time. In this presentation, Debra details why financial goals seem so much bigger today, how women are different from - and exactly the same as - men, and the tools that she uses to help her clients understand the effects of the decisions they make today.

 

Debra's recent engagements include keynote speeches, panel membership, and discussion/topic moderator duties for events hosted by Financial Advisor magazine, Institutional Investor, AIG, Investment News, and the United Way of Metropolitan Dallas. Debra was most recently a Panel Moderator at the 2017 ALTSTX Forum.

To Receive Debra's speaker profile, please email [email protected]