Speakers

High achievers often excel at building income, scaling careers, and creating success—but even among financially successful individuals, money mastery is not guaranteed.

Studies show that financial literacy in America remains surprisingly low. On average, U.S. adults correctly answer only about 49% of basic financial literacy questions, with understanding of risk even lower at around 36% . In fact, research consistently shows that only about half of Americans are considered financially literate, despite access to more financial information than ever before . Even among higher-income earners, gaps in planning, investing behavior, tax strategy, and wealth preservation remain significant. This gap is exactly why conversations like this matter—not just individually, but in how we elevate financial literacy across our communities.

This session is designed for professionals, business owners, and high-performing individuals who are already building income—but want to be more intentional about building wealth that lasts. It also carries a broader purpose: helping strengthen financial understanding within our communities, so more families can make confident, informed decisions about their financial future.

Expect a direct, insightful conversation that challenges assumptions and sharpens financial thinking for those ready to operate at a higher level.