Meet Christine Moriarty, CFP®, Retirement Planning and Memory Loss Speaker
Experience, Recognition, Background
As an international speaker, Christine is sought-after for professional financial gatherings as well as conferences from across the country, where she has delighted audiences while educating them. She has been a sought-out expert and regular guest on her local CBS affiliate and has been a radio call-in host.
Ms. Moriarty has won the Certified Financial Planner® Best Consumer Award. She has also written for a host of magazines and papers, including Marketwatch.com and NextAvenue.org.
Her speaking is an outgrowth of meetings with over a thousand clients – individuals and couples, small business owners and corporate ladder types, young professionals, and retirees.
Christine Moriarty's Expertise
View a Sample Presentation
Cognitive issues can occur at any age, so knowing the ways to protect our clients before there is a medical situation is essential. Christine presents practical tools, resources, and strategies for working with clients who are experiencing cognitive constraints.
After recently retiring from a successful Financial Planning practice, Christine’s passion continues to be helping people understand and heal the deep emotional issues around money. The heart and soul of her work is to connect people with themselves, which is why it has had a meaningful, positive impact on thousands of people. Realizing early on that “people spend their emotions,” she sought to educate by digging deeper into the motivations of financial decision making.
Bringing along her BS in Finance, MBA in Entrepreneurship and Certification in Financial planning with coursework in real estate, employee benefits and human resources as well as education and philosophy, are background to her understanding of the human side of financial planning. Her holistic approach has benefited many and has caused changes not only in financial life, but also impacted the whole life of individuals. Because of her insight on the intersection of emotions, behavior, and money, she has often been referred to as the cash counselor or financial therapist by her clients. This approach leads to improved money relationships and impacts the quality of life in other areas.
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We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.
We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.
Delivery options include in-person meetings, live webinar and pre-recorded formats.
Learn More About Our Other Retirement Speakers and Topics
Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.