Helping You Make Wise Financial Decisions

Upcoming Speaking Engagements

Private Presentations
I am available to speak with community, not-for-profit, and employee groups on any of the topics I have addressed in the past. Scroll down or contact me for more information. 

Cole Financial Consulting, LLC - Financial Forum
After a successful 5-year run, the monthly Financial Forum is on hiatus. Please sign up to be notified about the return of these sessions and about any special workshops. 

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Past Speaking Engagements

----2016----

Women's International Study Center
Women & Money: Beyond the Numbers - Personal Finance at Mid-Career

Cole Financial Consulting, LLC - Special 2016 New Year's Financial Forum
Personal Finance Q&A: Addressing Your Questions

----2015----

UNM Anderson School of Business & CFA Society New Mexico
Networking and Career Conversation:
Women in Finance – How do We Narrow the Gender Gap? –  a Panel Discussion
Investment Career Event:
The Role of a Sell-Side Stock Analyst
    

----2014----

Cole Financial Consulting, LLC - Financial Forum Series
   2014 Topics:

Your Investment Portfolio: Taking a Strategic and Sytematic Approach   
Building a Solid Financial Foundation:  A Common Sense Approach to Financial Planning
Estate Planning, with guest presenter Carol Neelley, J.D.

----2013----

Cole Financial Consulting, LLC - Financial Forum Series
 
  2013 Topics:
Building a Solid Financial Foundation:  A Common Sense Approach to Financial Planning
Family Finance:
Teach Your Children -- and Grandchildren -- Well
Preparing for the Unexpected: Insurance and Other Strategies
Financing Retirement: Strategies When Approaching and In Retirement
Money Mindfulness: Exploring Our Own Money Habits and Attitudes
Working an Estate Plan With or Without Probate
   with Dean Cross, Attorney
Tax Planning Concepts for the Long and Short Term
Personal Finance Q&A: Addressing Your Questions
Retirement Income Planning:  Strategies When Approaching and In Retirement
Behavioral Finance:  Making Our Normal Human Foibles Work For Us
Your Investment Portfolio:  Taking a Strategic and Systematic Approach

American Association of Individual Investors - NM Chapter
Behavioral Finance:  Making Our Normal Human Foibles Work For Us
April 2013 – Albuquerque, New Mexico

----2012----

Cole Financial Consulting, LLC - Financial Forum Series
  2012 Topics:

Take Control of Your Financial Life: Simplify and Focus
Preparing for the Unexpected: Insurance and Other Strategies
Your Mutual Funds and Exchange-Traded Funds:
   Understanding What You Own and Why
You Own Them
Estate Planning: It's About Far More Than Taxes,
   with Guest Presenter, Gaelle McConnell, Esq.
Tax Planning Concepts for the Long and Short Term
Family Finance: Teach Your Children, Adult Children, & Grandchildren Well
Retirement Income Planning:  Strategies When Approaching and In Retirement
Town Hall Meeting:  Addressing Your Personal Finance Questions
Behavioral Finance:  Making Our Normal Human Foibles Work For Us
Your Investment Portfolio:  Taking a Strategic and Systematic Approach
Building a Solid Financial Foundation:  A Comm
on Sense Approach to Financial Planning

Cole Financial Consulting, LLC and Creating Clarity, LLC - Special Event
Your Life and Your Money: Creating Clarity and Purpose
Presenters Jen Cole, CFA, MBA, CFP® and Lainie Grimmer, CPCC, ACC
May 2012 - Santa Fe, New Mexico

----2011----

Cole Financial Consulting, LLC - Women’s Financial Group
2011 Topics:

Defining What's Important: Life Goals, The First Step in Financial Planning
   with guest co-presenter Lainie Grimmer, Creating Clarity, LLC

Practical Tax Planning Strategies with guest presenter Merly Kahn, E.A.
Putting Your Financial House in Order:  A Common Sense Approach to Financial Planning
Understanding Mutual Funds and Exchange-Traded Funds: Knowing What Investments
  
  You Own and Why You Own Them
Planning for the Inevitable: Delegating Decisions, Transferring Assets,
   and Reducing Estate Taxes
, with Vickie R. Wilcox, J.D., LL.M
Retirement Planning: Strategies When Approaching and In Retirement
Money, Marriage, and Divorce: Financial Harmony in Good Times and Bad
  with Laurie Blazek,
CFP®, MBA, CDFA™ (Certified Divorce Financial Analyst)
Health Insurance Options: Choices Preceding and Supplementing Medicare
   with Jessica Brand, Medical Insurance Specialist

Money Habitudes: Exploring Our Habits and Attitudes
Your Investment Portfolio: Taking a Strategic and Systematic Approach
Putting Your Financial House in Order:  A Common Sense Approach to Financial Planning

Women Make a Difference Networking Luncheon
Smart Women Make Smart Choices: Take Control of Your Financial Life
September 2011 - Albuquerque, New Mexico

UNM Continuing Education and the Rio Grande YWCA
Women & Money: A Conference
--Planning for the New Retirement
--Money Habitudes: Exploring Our Habits and Attitudes
August 2011 - Albuquerque, New Mexico

National Association of Women Business Owners - NAWBO-NNM
Money Habitudes: Exploring Our Habits and Attitudes
August 2011 - Santa Fe, New Mexico

CNM's Women's Financial Fitness $ymposium
Money Habitudes: Exploring Our Habits and Attitudes
May 2011 – Albuquerque, New Mexico

Association for Women in Communications, New Mexico Chapter
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
March 2011 – Albuquerque, New Mexico
Women and Money: Banish the Fear and Take Control (in conjunction with Christine Glidden)
January 2011 – Albuquerque, New Mexico

----2010----

Cole Financial Consulting, LLC - Women’s Financial Group
2010 Topics:

New Year’s Resolutions and (Financial) Life Planning
Health Care Reform: What It Is and How It Affects Our Financial Plans
  with guest presenter Nell Graham Sale, JD
Investing 101:  Everything You've Wanted to Know About Investing But Were Afraid to Ask
Practical Tax Planning Strategies: Prepare For and Reduce Your 2010 Tax Liabilities
  with guest presenter Kris Houde, Enrolled Agent
Putting Your Financial House in Order: A Common Sense Approach
Behavioral Finance: Avoiding the Urge to Buy High and Sell Low
Retirement Income Planning: Strategies When Approaching and In Retirement
Social Security Maximization Strategies
Money Habitudes: Exploring Our Habits and Attitudes
Long-Term Care
    with guest presenter Sharon Miles
Understanding Mutual Funds and Exchange-Traded Funds
Navigating Within Your IRA and 401(k)

University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
November 2010 – Albuquerque, New Mexico

American Business Women's Association - New Mexico Conference
Money Habitudes: Exploring our Habits and Attitudes
July 2010 – Albuquerque, New Mexico

Santa Fe Entrepreneur Seminar Series, Dakin Business Group
Your Business Investment as a Piece of Your Portfolio (panelist)
April 2010 - Santa Fe, New Mexico

Women Make a Difference
Smart Women Make Smart Choices: Take Control of Your Financial Life
April 2010 - Rio Rancho, New Mexico

University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
March 2010 – Albuquerque, New Mexico

----2009----

Cole Financial Consulting, LLC - Women’s Financial Group
2009 Topics
:
New Year’s Resolutions and (Financial) Life Planning
Tax Planning and Roth Conversions (with co-presenter Kris Houde)
Planning for the New Retirement
Money Mindfulness: Habits, Attitudes and Beliefs
Money Mindfulness and Intelligent Investing

American Business Women's Association, La Luz Chapter
Money Habitudes
November 2009 – Albuquerque, New Mexico

University of New Mexico, Anderson School of Business
The Role of a Brokerage Firm Stock Analyst
September 2009 – Albuquerque, New Mexico

Women Make a Difference Networking Luncheon
The Advantages of Hourly, Fee-only Financial Advice (sponsor presentation)
July 2009 – Albuquerque, New Mexico