Speaking

I am passionate about helping people take charge of their money, and nothing gives me more gratification than seeing audiences light up as they envision a brighter financial future. I have been a featured speaker everywhere from Cornell University to Fortune 500 companies to the Association of Fundraising Professionals and the National Coalition of Girls’ Schools. I have also been a guest on TV and radio, with appearances on CNBC, PBS’ Frontline, National Public Radio’s All Things Considered, and Money Sense Radio.   

Our most popular programs are listed below, and can be customized for your environment and time frame.

Keynotes and workshops     

$tre$$ Less: Create the Wealth and Wellbeing You Deserve 

Finances are far and away the leading cause of stress in America, with two-thirds of  American adults feeling stressed about their finances at least occasionally. And financial stress does not just affect people in financial DIStress: one in four women with incomes over $200,000 fear poverty and homelessness in old age. 

Financial stress can cause a range of health problems, from insomnia and anxiety to depression and high blood pressure. In the workplace, financial stress reduces employees’ productivity and engagement. But it is possible to bring financial stress under control. 

Kelley Holland blends her financial knowledge, financial stress expertise and social intelligence to help audiences members discover:

  • The roots of their financial stress
  • Strategies to tame their anxiety
  • A five-step method to boost financial wellbeing
  • How to link new money behaviors to their life goals

Audience members lower their financial stress, gain actionable strategies to start building wealth and wellbeing, and build confidence.

Rewrite Your Money Story, Recharge Your Life

Women today control just over half of the nation’s wealth, and they are on track to control as much as 70% by the year 2030. Women also outperform men in investing, according to research by Fidelity Investments. But women’s confidence in their ability to manage their finances is well below men’s: only half of the women in a recent study were confident they could manage investments, compared to two-thirds of the men. And the confidence gap starts early: nearly two-thirds of women aged 18 to 29 said financial planning was too difficult to even think about.

During this 45- to 60-minute discussion for women seeking greater financial peace of mind, Kelley Holland pairs her financial perspective and social intelligence to help audience members:

  • Dismantle the limiting stories women tell themselves
  • Work on establishing a sense of possibility
  • Identify life and financial goals
  • Map out a plan to achieve their goals 

Participants will reduce their financial anxiety and learn a five-step process for creating wealth and wellbeing. 

Financial Fitness After Forty

 Women save a greater share of their paychecks than men, and they are more likely to contribute to workplace retirement plans. Even so, many women reach midlife stressed and fearful about their future financial security: 42% of women believe they will run out of money by age 80, and one in four women earning $200,000 or more fears poverty and homelessness.

During this 45- to 60-minute program for women in midlife, Kelley Holland pairs her financial perspective and social intelligence to help participants:

  • Lower their level of financial stress
  • Work on establishing a sense of possibility
  • Identify retirement goals
  • Map out a plan to achieve those goals

Participants will leave with increased optimism, reduced financial anxiety, and a plan to make their money work for them.

Reset: Moving Forward After a Life Change

Divorce among people over age 40 is on the rise – the rate has doubled for those aged 50 and over since the 1990s – and women are the ones who typically lose ground financially after a marriage ends. Older women also face discrimination at work and in the hiring process. And many women still delegate financial management to their partner, so if they are suddenly on their own, finances are part of the change. All of these factors can shatter women’s confidence in their prospects for a secure future after divorce, widowhood, or the loss of a job.

In this 45- to 60-minute session for women experiencing life changes, Kelley Holland blends her financial perspective and social intelligence to help participants:

  • Establish a sense of possibility
  • Assess their current financial state
  • Set goals for their new life
  • Craft a plan to achieve their goals

Participants will also learn four money moves they can make now to boost their financial security and reduce financial stress.

First Step Finances (for graduating high school/college seniors)

Close to 20 percent of American high school students lack basic financial knowledge, according to the Organization for Economic Cooperation and Development. Girls score slightly lower than boys on financial knowledge – and sharply lower on financial confidence.

In this highly interactive 60-90 minute workshop, Kelley Holland blends her financial expertise and social intelligence to help participants:

  • Track their spending
  • Distinguish between needs and wants
  • Plan for the future they want
  • Use credit cards strategically
  • Build confidence in their own financial abilities

This workshop has won praise from both students and administrators, and was selected for presentation at the Educating Girls Symposium of the National Coalition of Girls’ Schools.

What People Say About Kelley’s Events:

 

You did an awesome job yesterday.  We were very pleased that you could come and share around managing financial stress with our Women@Mercer group.  Thank you!

Benny Yeargan

Partner, Mercer (US) Inc.

We are very glad we brought in Kelley as a featured speaker at our Third Half Lift Speaker Series.  Kelley is a master of making fearsome financial issues less anxiety-producing by bringing clarity and vision to the fore.  Her discussion of financial wellness gave our participants grounded advice and action steps to move forward.  We all walked away edified by Kelley’s knowledge and impressed with her presentation skill.

Campbell T. Gerrish

Co-founder, Third Half Advisors

I was so thankful for Kelley’s personal finance workshop with Cornell’s Panhellenic community.  Her in-depth knowledge of the subject matter and ability to keep a large crowd of over 100 women engaged and individually benefiting from different parts of the workshop was laudable. Kelley gave us information and resources about budgeting, savings and retirement among other things which not only made the women feel more comfortable in their futures, but also was material that many of us have no other reliable source for.

On a more personal note, I just graduated and am starting my new job this month. I feel like I have so many more resources and a stronger understanding of how to budget living independently for the first time in large city, and also knowing the basics of credit card usage and 401Ks — daunting things that now feel much much more attainable!

I would highly recommend Kelley for one-on-one counseling or a group workshop. In addition to being excellent at her job with a lot of in-depth knowledge about anything and everything money related, she is such a wonderful individual— approachable, interesting to talk to, funny, warm, and a very real person; someone I would wholeheartedly trust to help me as an individual with my financial future and to lead a workshop for a community I was so passionate to help grow in any way I could.

Zoe Kalos

Vice President of Programming 2017-2018, Cornell Panhellenic Council

Put My Experience to Work For You!

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