Speaking

 
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We are not your typical financial planners. First of all, we don’t golf. But we are passionate about what we do and we’ve made it our mission to make the jargon-filled and overly complicated world of personal finance accessible for just about everyone.

Is your business, conference, or organization looking for a killer speaker? Look no further than AJ and Shane. We’re available as a dynamic duo or on an individual basis. We can deliver customized presentations, lectures, or exciting round-table discussions. Our PowerPoints are spicy and we not only aim to educate but to actually engage our audience and provide actionable advice.

Our favorite topics:

Starting a Business

Stock Options 101

Investing Basics

Retirement Plans for Business Owners and Freelancers

Understanding Your 401(k) and Company Benefits

…and so much more

Complete the form below to make an inquiry.

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Bios

Ally-Jane (AJ) Ayers, Enrolled Agent is a financial planner, freelance tax specialist, and co-founder of Brooklyn FI. She’s a former music journalist and book editor with a passion for helping creative people and tech professionals understand their money. (Download headshot)

Shane Mason, CPA/PFS, CFP, CSLP is a certified public accountant and certified financial planner who specializes in helping self-employed creatives and tech professionals foster wealth. After spending 7 years in the public accounting space he embraced his independent spirit and co-founded the financial planning firm Brooklyn FI. (Download headshot)

Fees

NYC: $1,000+

Other citites: $2,000+ plus travel and lodging costs.