Clients

Talk To Us

Speaking and Workshops

Using our personal journey as a backdrop, we share strategies for Women and LGBT professionals to achieve true financial freedom by addressing both mindset and money. Jenni discusses how she fueled her own financial independence over her 15 year career in tech working for a Fortune 500 company. Lisa uses her experience as a psychotherapist to discuss how to develop healthy attitudes around money.

In our workshops, we go through exercises, offer concrete recommendations, and facilitate discussions so that participants walk away feeling empowered and inspired. 

We connect with audiences of all sizes with a relatable style – because we’re living this journey too! We are experienced speakers: Through our work for LGBT empowerment, we have had the privilege of speaking on the TED stage and at many leading corporations and universities.

We frequently speak at events nationwide and welcome the opportunity to speak at your corporate employee resource groups.

Our ERG hosted Jenni and Lisa for a virtual presentation on financial wellness and tips for reaching financial goals. Their presentation was really excellent: they shared personal stories and anecdotes and also many practical tips and useful guidance, especially for the LGBTQIA+ community! Would highly recommend their workshops to any other ERGs or companies looking to provide quality programming for their communities.
Trish Ang
Front-End Engineer at Slack
Jenni and Lisa have led two workshops at our community center on financial goal setting and budgeting. Their workshops were engaging and attracted a large turnout. Jenni and Lisa are skilled at breaking down the basics of financial management and setting achievable goals so people feel empowered and equipped. Most helpful was that they not only talked about the "how to" around financial planning, but also the behavioral hacks to make saving easier and even fun.
Kai Hsieh
Co-founder of MOWES Moving Women Establishment

Topics

We cover topics that are at the intersection of money, mindset and the modern family. We will work with you to design a talk that is relevant and engaging for your audience. Some examples of speaking and workshop topics: 

  • LGBT+ Financial Planning in a Changing World
  • Principles of Financial Freedom for the Modern Family
  • Financial Success for Women in Tech 
  • How to use your Equity Compensation to Fuel Your Financial Independence
  • Creating a Spending Plan for your Best Life

Audiences

  • LGBT 
  • Women
  • People in Tech
  • Corporate employee resource groups

Where Jenni and Lisa have spoken

book jenni and lisa

1999 Harrison St

Suite 1800

Oakland, CA 94612

415-295-6206

Let's Connect

Facebook Linkedin Twitter

Useful Links

Legal Stuff

Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Securities investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Copyright © Modern Family Finance 2023. All Rights Reserved.