Keynotes, workshops, panels, and trainings for schools, churches, employee resource groups, conferences, and community organizations.
Every talk is custom-built around the audience and adjusted to fit the room — but most engagements start from one of these.
A keynote on why financial education has to start at the kitchen table, not the boardroom. Best for graduations, employee kickoffs, and community summits.
The framework from the book, delivered live. Budget, save, credit, protect — with worksheets and Q&A. Best for schools, ERGs, and church groups.
For congregations and faith-based community spaces. Practical money tools wrapped in a values-rooted framework.
A teen-tailored intro to budgeting, credit, and earning. Built for high-school assemblies and youth programs.
Term, whole, indexed, disability — what each one is, who it's for, and how to read a policy. For employee benefits seasons & financial-wellness weeks.
A 4- or 6-week series covering the whole framework, with workbooks and check-ins. Best for workplace ERGs and community partner orgs.
30–60 min, with Q&A.
60–90 min, with worksheets.
4–6 weeks, with workbook.
Moderated, 45–60 min.
Honoraria reduced or waived for community organizations, public schools, and faith-based partners — ask. Travel + AV billed at cost.
From high-school auditoriums to corporate ERGs — the work travels.
From the moment you fill out the form to the moment I step off your stage.
Send the audience, the date, the goal. I respond within 48 hours with availability and a proposal.
One 30-minute prep call. We tailor topic, examples, and length to your group.
I arrive 60 min early, do AV check, deliver the talk, stay for Q&A, and leave with a thank-you note for your team.
Within a week you get the slides, a recording (if recorded), and any handouts your audience asked for.
High-resolution headshots, three bio lengths, a one-sheet, and the logo lockup. Use freely — just credit "SM Planning LLC."
Shakira "Sam" Moran is a Certified Financial Education Instructor, life-insurance agent, and Amazon-bestselling author. Through SM Planning LLC, she delivers plain-English coaching and workshops to schools, congregations, and workplaces across New York — helping families turn income into independence.
Send the date and the audience. I'll reply within 48 hours with availability.
Prefer email? sam@smplanningllc.com