If you want to provide wellness, financial wellness is the place to start.

Stephanie is a Certified Financial Planner and co-owner of Retirement Planners in West Fargo, North Dakota. Her and her husband, Jake, have been business partners for more than seventeen years and together have three busy kids ages 18, 15 and 9.

Stephanie teaches everyday people how to get a handle on their money. She’ll explain simple steps and provide easy to use resources, all while adding in some humor and vulnerability from her own experiences. She will educate and inspire attendees to control their money, rather than let it control them. Available locally in person, or also able to engage via Zoom, she'll customize a workshop for your group, including but not limited to employees, non-profit organizations, church members, young adults and older teens. Contact today to discuss!

PAST EVENTS - keynote and workshops

Money Workshop for Teens - December 2022

Personal Development Workshops for Teachers

Money Workshop for Teens - December 2022

Steph taught a fun and educational workshop for teens. Topics Incuded:

* compound interest * emergency fund

* credit cards * understanding your paycheck * gross versus net

* real-life living expenses game

* personal stories/experiences * saving

* tips for smart spending

* resources and handouts

Lakes Area Women's Expo

Personal Development Workshops for Teachers

Money Workshop for Teens - December 2022

Stephanie was the motivational speaker for this fun event. She shared ways women can spend smart and be in control of their money. She wants people to feel as tho they can enjoy life today, without feeling deprived, while also setting limits for themselves to avoid the guilt of overspending.

Personal Development Workshops for Teachers

A large school district hired Stephanie to teach workshops to their teachers as part of personal development requirements. Many attendees commented the wide range of personal finance topics was incredibly valuable to them.

NDSU Women in Business - Banquet Keynote

Personal Development Workshops for Teachers

Stephanie was the keynote speaker for the first ever End of Year Banquet for the NDSU Women in Business Organization. She was excited to share her story and teach young women to "remember this moment."

Insurance Agency Conference

NDSU Women in Business - Banquet Keynote

Insurance Agency Conference

Stephanie was the featured speaker for a group of customer service representatives . She talked to them about how work/life balance is unrealistic and shared better ways to live intentionally.

LCC Women's Wellness Night

NDSU Women in Business - Banquet Keynote

Insurance Agency Conference

Stephanie shared her stories and insight to a room full of women, cheese and wine, some of her favorite things.

Detroit Lakes Health & Wellness Expo

Stephanie spoke to a crowd of men and women about ways to live a more intentional life.