Speaking Engagements

Speaking Engagements

Need a speaker for your next conference or corporate event? Do you offer financial planning or financial education as an employee benefit?

Stacy Miller, CFP® is the perfect choice for understandable, tell-it-like-it-is, engaging and often funny, financial advice.

Women & Wealth

‘Making an Impact on Your Future Financial Security’ 

We have a responsibility to our future-selves to understand our own financial security. With fin-fluencers (social media financial influencers) and girl math at the forefront of current dialogue, it is important to know what is true and what is fiction. We will cover what you really need to know to find wealth, close the gender wage/wealth/retirement gaps, and support your community while doing it! You will leave the presentation with actionable steps for how to make an immediate impact on your future financial security. This is a 45-minute presentation. 

  • Learning Objectives: 
    • Money Mindset
    • Investment Planning
    • Retirement Planning
    • Additional Financial Planning Topics (Cash Flow/Budgeting, Credit/Debt, Risk Management/Insurance, Income Tax, Estate Planning, Charitable Giving, College/Education Planning, etc.)
    • Finding Trustworthy Help When You Need It

Workplace Financial Wellness

 ‘Understanding Your Benefits to Maximize Your Future Financial Security’ 

Your employees were hired because they are experts in their field, but that doesn’t translate into being an expert in financial decision-making. They’ve got a salary, maybe a workplace retirement plan, stock options, and insurance. Do you offer them assistance with how to invest their 401(k)? What insurance to choose? Are they making good financial decisions outside of the workplace? Employee retention is vital to your business’s success and financial wellness should be a part of your plan. This is a 45-minute presentation OR can be expanded to a series of three 45-minute presentations. 

  • Learning objectives:
    • Money Mindset
    • Investment Planning
    • Retirement Planning
    • Additional Financial Planning Topics (Cash Flow/Budgeting, Credit/Debt, Risk Management/Insurance, Income Tax, Estate Planning, Charitable Giving, College/Education Planning, etc.)
    • Finding Trustworthy Help When You Need It

Lessons In Personal Finance For Young Adults

 ‘Smart Money Moves for Gen Z’ 
Generation Z is finishing high school, off to college, or starting life as a young adult now. They know how to use Google Docs but not how to read & write cursive. Something else that’s unique for Gen Z? Social Security could be depleted when it’s their turn to receive it, and they might be paying off student debt through the years they should be saving for retirement. And like cursive, most of Gen Z didn’t learn the basics of personal finance. They don’t know what they don’t know, and that can get them into financial trouble. This is a 45-minute presentation.
  • Learning Objectives:
    • Live Within Your Means
    • Have An Estate Plan
    • Start Building Credit Now
    • Know What Insurance You Need
    • Protect Your Identity
    • Start Investing Now

Military (Military Spouse) Money

‘Financial Planning for Military to Civilian Transition’ 

Military and veteran financial planning is a specialized field. Especially for the servicemembers transitioning from military to civilian, the path can be full of unknown risks. This is a 45-minute presentation.

  • Learning objectives:
    • Discuss Cash Flow vulnerabilities: final pay day, pension calculations, next paycheck, new expenses, transition fund
    • Discuss Estate Planning opportunities: JAG, beneficiaries (TSP & old documents) 
    • Evaluate Benefits: Discharge status, TriCare/VA, SGLI/VGLI, SBP, other 
    • Evaluate Investment Planning: Thrift Savings Plan (TSP) pros and cons, rolling it over
    • Discuss Tax Planning: Pension, Disability, multiple streams of income
    • Preparing our newest veterans to have future financial security

Stacy is a Certified Financial Plannerâ„¢ professional and the Founder/CEO of BayView Financial Planning. She is a speaker and writer and enjoys empowering women to invest in their own future financial security through the tides of life.

She is a military spouse to a retired U.S. Army officer and mom to two Gen Z sons who both followed her advice and graduated college debt-free. She lives, volunteers, hikes, and paddle boards in Tampa Bay.

Presentations

Speaker Endorsements

Stacy spoke on behalf of the NAPFA Foundation at NAPFA's National Conference. Stacy is a marvelous speaker and a fantastic financial planner who was effortlessly able to captivate the audience with her energy and optimism about changing people's lives with financial planning. Our audience provided overwhelmingly positive feedback about her ability to connect with them during her presentation and relate her deep understanding of military and veteran benefits with her personal experience as a military spouse. We, and the NAPFA community cannot wait to have Stacy present at our events in the future.

Nick Casas

Program Director NAPFA Foundation

Stacy’s leadership and expertise were invaluable to our Women of Influence panel discussion on financial empowerment. As a dedicated advocate for women and veterans, Stacy’s passion for helping others achieve financial literacy and security truly shined. Her thoughtful insights and actionable advice left a lasting impression on attendees, and she was able to connect with the audience on a personal level during the live Q&A, sharing her own experiences and lessons-learned. As an active member of the Women of Influence Committee leadership team, Stacy exemplifies the power of mentorship and advocacy, making a meaningful impact in her community and beyond. Thank you, Stacy – it’s always such a pleasure working with you!

Caroline McCabe

Director, Events Tampa Bay Chamber

It was an absolute privilege to have Stacy Miller speak at our Association of Military Spouse Entrepreneurs (AMSE) chapter event. Her presentation on financial well-being and future planning was both enlightening and empowering. Stacy's deep knowledge of the subject, combined with her engaging delivery, captivated our audience of military spouses from start to finish. Stacy's ability to break down complex financial concepts into practical, actionable steps was particularly impressive. She provided our members with invaluable insights on budgeting, saving, and investing, tailored to the unique challenges and opportunities faced by military spouses. Her relatable anecdotes and real-life examples made the session not only informative but also inspiring.

Kelly Douglas

Co-Founder & Principal, D&Y, Founder & CEO, KDR Communications (Military Spouse Entrepreneur)

We had Stacy speak to our Women in Construction Group at the DPR Women in Construction 'Lead Change' event in September 2023, focusing on Women & Wealth. As a subject industry expert, Stacy provided valuable insights and practical tips for everyone. Her presentation was highly engaging and thought-provoking, offering financial guidance relevant to all ages with a focus on money mindset and future planning.

Ally Pucket

Project Manager, DPR Construction

I had the privilege to hear Stacy speak at a wealth planning and management event targeted to women in construction, a largely male-dominated industry. I was impressed by how Stacy provided so much helpful information and tailored it to this specific audience. She was knowledgeable on a broad range of subjects, covered a variety of areas of interest, was responsive to audience questions, and did all of this with a hint of levity which kept even a dry topic entertaining. I learned a lot and would recommend others take advantage of an opportunity to tap Stacy’s expertise.

Carole Post

Vice President of Facilities and Operations, University of South Florida

Having Stacy Miller from Bay View Financial Planning at our Invest in Girls event as a panelist was astronomical to its success. Coincidentally held on Rosie the Riveter Day, Stacy embraced the spirit by dressing as Rosie and delivering an engaging, powerful message about women's role in the economy during World War II. Her ability to tie historical context into modern-day financial empowerment deeply resonated with the high school girls in attendance. Stacy’s energy, insight, and thoughtful advice left a lasting impression, showing the girls where women’s place in finance began—and where it can boldly go.

Joeley Luter

Senior Resource and Outreach Manager Florida Council on Economic Education

Stacy Miller served as guest host in March 2025 for the Fiduciary Voices financial literacy series. This virtual program aims to educate the general public about practical matters related to personal finance. Our hosts and guests provide actionable advice and insights. Stacy did an admirable job. I also had the opportunity to sit in on Stacy‘s presentation at the fall conference hosted by the National Association of Personal Financial Advisors (NAPFA). Stacy explained in clear and simple terms how military families could benefit from government programs and make better financial decisions to shore up their current realities and financial futures. She really knows her stuff!

Marie Swift

Founder & CEO Impact Communications, Inc.

Stacy Miller was a fantastic All Hands speaker at MilMoneyCon, and I can’t recommend her enough. She brought the perfect mix of knowledge, authenticity, and storytelling to the stage. Her session was not only packed with valuable insights but also deeply motivating. My attendees walked away inspired and equipped with actionable takeaways. Stacy has a natural ability to connect with the audience, and her message truly resonated. If you’re looking for a speaker who will bring energy, value, and heart to your event, Stacy is it.

Lacey Langford, AFC®

Founder & CEO MILMO®

Stacy spoke on behalf of the NAPFA Foundation at NAPFA's National Conference. Stacy is a marvelous speaker and a fantastic financial planner who was effortlessly able to captivate the audience with her energy and optimism about changing people's lives with financial planning. Our audience provided overwhelmingly positive feedback about her ability to connect with them during her presentation and relate her deep understanding of military and veteran benefits with her personal experience as a military spouse. We, and the NAPFA community cannot wait to have Stacy present at our events in the future.

Nick Casas

Program Director NAPFA Foundation

Stacy’s leadership and expertise were invaluable to our Women of Influence panel discussion on financial empowerment. As a dedicated advocate for women and veterans, Stacy’s passion for helping others achieve financial literacy and security truly shined. Her thoughtful insights and actionable advice left a lasting impression on attendees, and she was able to connect with the audience on a personal level during the live Q&A, sharing her own experiences and lessons-learned. As an active member of the Women of Influence Committee leadership team, Stacy exemplifies the power of mentorship and advocacy, making a meaningful impact in her community and beyond. Thank you, Stacy – it’s always such a pleasure working with you!

Caroline McCabe

Director, Events Tampa Bay Chamber

It was an absolute privilege to have Stacy Miller speak at our Association of Military Spouse Entrepreneurs (AMSE) chapter event. Her presentation on financial well-being and future planning was both enlightening and empowering. Stacy's deep knowledge of the subject, combined with her engaging delivery, captivated our audience of military spouses from start to finish. Stacy's ability to break down complex financial concepts into practical, actionable steps was particularly impressive. She provided our members with invaluable insights on budgeting, saving, and investing, tailored to the unique challenges and opportunities faced by military spouses. Her relatable anecdotes and real-life examples made the session not only informative but also inspiring.

Kelly Douglas

Co-Founder & Principal, D&Y, Founder & CEO, KDR Communications (Military Spouse Entrepreneur)

We had Stacy speak to our Women in Construction Group at the DPR Women in Construction 'Lead Change' event in September 2023, focusing on Women & Wealth. As a subject industry expert, Stacy provided valuable insights and practical tips for everyone. Her presentation was highly engaging and thought-provoking, offering financial guidance relevant to all ages with a focus on money mindset and future planning.

Ally Pucket

Project Manager, DPR Construction

Stacy Miller was a fantastic All Hands speaker at MilMoneyCon, and I can’t recommend her enough. She brought the perfect mix of knowledge, authenticity, and storytelling to the stage. Her session was not only packed with valuable insights but also deeply motivating. My attendees walked away inspired and equipped with actionable takeaways. Stacy has a natural ability to connect with the audience, and her message truly resonated. If you’re looking for a speaker who will bring energy, value, and heart to your event, Stacy is it.

Lacey Langford, AFC®

Founder & CEO MILMO®

*All speaking endorsements have been provided by persons who are not clients of BayView Financial Planning. No person was compensated for providing these endorsements. BayView Financial Planning gained each person’s permission to publish their endorsement.

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