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 Planner™ 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.

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