You can book any number of female speakers on the topic of money and personal finance, yet very few are actually managing money for clients and thus, accountable for portfolio success. Debra is that rare exception.
“I love engaging my audience; watching heads nod and smiles appear as they resonate and connect with my message. The energy of empowerment is palpable, the eagerness to take the next step contagious, and their appreciation heart-warming.”
Ms. Morrison keynoted for the Business & Professional Women’s Association for International Women’s Day, March, 2007 in Bristol, England. She’s spoken at both the 2006 and 2010 New Jersey Governor’s Conference for Women, Camp Widow West in both 2011 and 2012, and at the College for Financial Planning National Educational Conference in April, 2012.
Debra has developed and presented financial empowerment seminars for over three decades; motivating audiences of women & men to:
- Tease out both short & long term goals
- Build effectively-diversified investment portfolios to match & realize those goals
- Monitor progress & employ strategic rebalancing
Debra is an incredibly engaging speaker, someone who has the rare ability to make light of the topic of personal finance which may people view with a sense of fear. Debra offers clear, easy-to-follow financial advice that puts her listeners at ease and takes the mystery out of such a complex topic. And … she has everyone in her audience laughing while doing so!”
Abigail Carter, 9/11 Widow, Author of The Alchemy of Loss: A Young Widow’s Transformation & Remember the Moon
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More About Debra L. Morrison
Debra L. Morrison, CFP®, MS, AEP is an International Public Speaker, Life Centered Fee-Only CERTIFIED FINANCIAL PLANNER™ with Empowered Retirement, Inc., Bestselling Author and Certified Grief Coach. Her unique combination of skills, knowledge and wisdom has helped thousands of clients and audience members face and conquer their fears and learn how to attain financial security.
Debra’s special personal attributes, coupled with over four decades of experience, gave her such credibility that she has been featured on CNN, ABC, Fox News, MSG’s Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, and many more publications, receiving numerous accolades from different organizations.
Debra’s very large family suffered numerous deaths—her own 2-day old brother, her 15 yr. old cousin, dozens of aunts and uncles, her college sweetheart 3 weeks after graduation, and then her grandparents, not to mention lifelong school & church friends—so early on she developed a keen empathy with, and compassion for, those suffering grief.
Ever eager to gain more knowledge and expertise, Debra obtained her Masters in Retirement Planning from The College for Financial Planning and obtained her Grief Coach Certification with the Grief Coach Academy. She uses very specific, strategic tools to further buttress her array of skills in helping those approaching retirement and/or those who have suffered loss, including ten 9/11 survivors. Armed with decades of experience working with widows & widowers and their money, Debra Morrison has authored 3 books, her latest being, ‘My Husband Died Now What? A Widow’s Guide to Grief Recovery & Smart Financial Decisions’.
Debra unwinds emotions from money, cuts to the salient facts, and explains innovative investment strategies using easy-to-understand analogies. Debra is a sought-after speaker who, with generous helpings of humor, motivates audiences to feel empowered about their finances, regardless of their life circumstances.
In a nutshell, Debra L. Morrison Delivers!
- Elevate Your Finances to the G.O.L.D. Standard
- Permission to Prosper
- Convert Your Financial Mistakes Into Financial Solutions
My Husband Died, Now What?
A Widow's Guide to Grief Recovery & Smart Financial Decisions
Are you widowed, or do you know a widow who is fearful about her new-found state—emotionally and financially? Want a thorough guide to follow so you can move through grief emotionally in order to make smart financial decisions? If your answer to these questions is yes, yet you didn’t know who you could trust, look no further.
Common Sense Money Guide for Women
This easy-to-understand Money Guide is written for women who want to budget and save money, yet to date haven’t known where to start. The Self-Reflection Questions and Action Tips at the end of each chapter get the reader engaged in writing as they read, thus getting over that initial inertia that so often paralyzes women around their money. It’s chock full of valuable info and tips to understand various types of retirement plans, the importance of a good credit rating, and so much more.
Updated Dictionary of Useful Financial Investment Terms (Digital)
“I have long been a proponent of cliff notes and cutting to the proverbial chase; the same holds true for finances. There’s no sense, in my opinion, to slog through a huge, thick glossary of financial terms, many of which the average investor will NEVER need, nor perhaps fully understand. I have distilled the thousands of financial terms down to something that is fully practical and indeed useful. The definitions are also written in English, not financeese—and I give corresponding examples, where applicable, to better bring the meaning home. If you learn these terms, and their context in the realm of finance, you’ll be well ahead of the investing pack!”
The Truths About Money Course
Are you unclear or unsure of whether you have enough money to fund the lifestyle you're dreaming of?
Are you unsure of how to select a financial advisor and would love the confidence and clarity to make an informed choice?
The Truths About Money Course covers insurance (types of insurance and their benefit to you and your heirs), risk factors and risk tolerance with different types of investments, the behavioral science behind money decisions and exploring your "why's" about money to make informed decisions.
This course will give you the knowledge, confidence and clarity to create the strategic plan that allows you to fulfill all your goals and dreams.